Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Aug 10, 2010
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 29, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | -1.94 | 0.68 |
| Since inception (%) | -8.63 | n/a |
| Sharpe (annualized) | -0.44 | 0.01 |
| % of positive months | 1.79 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Market report: 2007-10-29 October 29, 2007
My entire portfolio has moved to Zecco so the current listed holdings are unfortunately out-of-date and unable to be updated. Sorry.
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Citi Buy July 31, 2007
International bank getting hit along with the rest of the financials. It will be hurt in the mortgage market aftermath. I am still buying it now for the dividend and the low P/E. I am stuffing these shares under the couch in my basement. Long-term.
- Expertise 1-5 years
- Country United States
- State District of Columbia
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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.