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
sainvestor - View Profile
Personal Track Record
| Inception date | November 08, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 07, 2012)
| Inception November 08, 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 (%) | 38.64 | 0.68 |
| Since inception (%) | 299.07 | n/a |
| Sharpe (annualized) | 0.50 | 0.01 |
| % of positive months | 15.69 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Jeremy Grantham on financial bubbles April 28, 2010
James Montier, one of my favourite strategists and market commentators, formerly from SG, is now working for GMO. Now that is very convenient for me, since I can now access two of my favourite commentators and strategist from one website! That is just a side comment though, since what I wanted to write about today, is the latest commentary from Jeremy Grantham in his quarterly letter for 1st Q 2010. The link is here.
He has some excellent comments and discussion about the Graham and Dodd crowd......
-
Stewards of Capital October 13, 2009
“If I have seen further than others it is because I have stood on the shoulders of giants” ( Isaac Newton)
Dear fellow business owners
I’ve set myself a goal to learn as much as I can from successful investment-, as well as business managers as I could. It is a journey with no end destination and a life long dedication in order to be as successful in investing as I’ve set my goals to be.
In my quest to find honest managers, of money and businesses, I recently discovered Howard Marks. His......
-
Executive Compensation October 01, 2009
What is necessary to change a person is to change his awareness of himself. – - Abraham Maslow
Dear fellow business owners
Executive Compensation is a hot topic these days and rightly so! There seems to be almost unanimous agreement that it got out of line in the "bubble" times, unless you are one of those that are able to somehow justify that earning $100 million bonuses is defendable? Those bubbly days are gone, but how do you "reset" these expectations of executives? How do you overcome......
-
Executive Pay and Proper Incentives September 18, 2009
Dear fellow business owners
I am sure you are all as concerned about the trends of executive pay the past few years as I am. As shareholders, and the true owners of these businesses, it is our duty to speak up and demand from the directors and boards to structure these compensation structures properly. The media has a very important responsibility in this regard as well. I have addressed this issue previously here,
- Job Title Self Employed
- Industry Mechanical or Industrial Engineering
- Expertise 10-20 years
- Education B.ENG Mechanical, Stellenbosch SA
- Qualifications College degree
- Year of Birth 1972
- Country South Africa
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- 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.