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

Jun 14, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date July 14, 2009
Long/Short Long and Short
Cap bias No specific
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 09, 2012)
Member  
Include cash 1M 3M YTD 1Y SI
Inception July 14, 2009 Member S&P 500
Month to date (%) 29.42 4.41
3 month (%) -42.43 4.76
1 year (%) 612.85 2.09
Annualized since inception (%) -28.04 0.68
Since inception (%) -56.84 n/a
Sharpe (annualized) 0.00 0.01
% of positive months 35.48 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • AERP July 14, 2009

    What can I say. Another Super Sub Penny stock. Pure speculat that I can make a small amount of cash on the low level moves. This is my 4th day of holding and have the sell price set to .0002. Just have to wait until my position is next in line. Will see how long I have to keep it to make the sale.

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  • NXHD July 14, 2009

    What can I say. Super Sub Penny stock. Pure speculat that I can make a small amount of cash on the low level moves. This is my 2nd day of holding and have the sell price set to .0002. Just have to wait until my position is next in line. Will see how long I have to keep it to make the sale.

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  • ETFC July 14, 2009

    Bought into ETFC because of the strength of their online brokerage firm without taking into consideration their banking division's sub prime involvement. Bad decision. Had to buy into it again to bring my break even point down to a more realistic level. Just waiting it out. I do believe ETFC will continue to fluctuate quite a bit in the near future, but long term will eventually come back strong.

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  • PPTO July 14, 2009

    Bought into PPTO after receiving a suggestion from one of the many analyst sites. Did research into the company and their management. Looked good. Stock took a dive right after I bought and has a long way to go to break even. There has been no bad news and the company continues to acquire actively producing sites. Oil goes up and the stock seems to go down. Oil goes down and the stock seems to rise. Go figure. Will just ride it out for break even.

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Rich n Terri Moberly Profile Picture
  • Job Title Network Support Technicia
  • Industry Financial Services
  • Expertise 1-5 years
  • Education BS Business Administration
  • Qualifications None
  • Year of Birth 1950
  • Country United States
  • State Oklahoma

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.