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
Sep 20, 2008
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception August 20, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 21.20 | 4.41 |
| 3 month (%) | 10.91 | 4.76 |
| 1 year (%) | -15.24 | 2.09 |
| Annualized since inception (%) | -14.26 | 0.68 |
| Since inception (%) | -49.61 | n/a |
| Sharpe (annualized) | -0.31 | 0.01 |
| % of positive months | 46.30 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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SOLD MET September 03, 2007
Great company - looking to get back into MET with any dip. Sold to reduce volatility to financials for near term.
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Bought IDT September 03, 2007
Very speculative buy. This is a quirky company involved primarily in the phone card business. This company is cash rich with high dividend, but very little visibility. Its a scrappy company, but I think the management knows how to succeed and I expect to see this stock recover within 6 months.
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SOLD 1/2 CPST August 28, 2007
I like to hold a few high risk / high reward stocks. CPST (Capstone Turbine) has great potential - a great product with poor execution until this last year with new management. While the market continues to sell small caps to reduce risk, I will trade on opportunity. I sold 1/2 position today on move up - I will buy back if it drops and sell if it keeps going up.
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ICOC Sold August 22, 2007
Strictly an opportunistic sell to lighten up for the short term. Will look to get back in if it pulls back or after the market confirms bullishness.
- Country United States
- State California
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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.