Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
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Rikki Tahta - View Profile
Personal Track Record
| Inception date | June 20, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception June 20, 2007 | Member | DJIA |
|---|---|---|
| Month to date (%) | 6.16 | 3.57 |
| 3 month (%) | 19.52 | 5.84 |
| 1 year (%) | 96.54 | 6.41 |
| Annualized since inception (%) | 27.81 | 2.61 |
| Since inception (%) | 210.84 | n/a |
| Sharpe (annualized) | 0.73 | 0.11 |
| % of positive months | 58.93 | 59.46 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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The old chestnut January 15, 2008
its going down so do you buy more ? a) I don't believe in cost averaging b) i do believe in value investing there is no new news - on the contrary the only thing to change since before the 20% drop is that the treasury dept of the company has re-purchase shares at 5.75 to provide for the ESOP. At 5.00 I am an active buyer - tempered only by my personal asset allocation and liquidity It is significantly below book value - reasonably inflation proof and steady dividend. my previous......
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UEIC Watchlist idea January 10, 2008
see my comment on bobsadvice rationale
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Uggggh - outside my comfort zone January 09, 2008
I bought it as I know their business intimately and like their products and customer base and figure all the problems are financial engineering, not core operating value so at the price (even assuming negative book value) the core underlying business is good and has a strong PV with a clean balance sheet. However the counter argument is: If the clients go the core operating value disappears Online brokerage software is a commodity The brand name is getting trashed They are making the......
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Updating rationale January 04, 2008
New thoughts a bit late after the last 6 month results. But here's my thinking: it is trading at a discount to "realisable" book - ie I believe the asset value of 300m for property and plant that is kept on the books is seriously undervalued. So while the book value from current cost accounting basis is approx 3 pounds / share looking at the gains that are posted whenever any property is sold off (about 3x) that still leaves a large margin. However some words of caution and why it is......
- Expertise 10-20 years
- Country United States
- State New York
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- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.