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Personal Track Record

I allocate capital into US stocks, long term Treasury bonds, gold, and cash. Each is held in equal weight but I rebalance when any asset reaches 15% or 35% of my portfolio. Note: Covestor does not show cash holdings.

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 13, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date April 22, 2009
Strategy Macro
Asset Class ETFs and large cap
Long/Short Long only
Cap bias Large cap
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception April 22, 2009 Member S&P 500
Month to date (%) 5.48 4.41
3 month (%) 3.37 4.76
1 year (%) 20.33 2.09
Annualized since inception (%) 19.13 0.68
Since inception (%) 62.71 n/a
Sharpe (annualized) 1.64 0.01
% of positive months 73.53 60.81

Past performance is not indicative of future performance

Ryan Melvey Profile Picture
  • Expertise 1-5 years
  • Year of Birth 1991
  • Country United States
  • State Washington

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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.