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
Feb 24, 2010
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception July 22, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.44 | 4.41 |
| 3 month (%) | 0.94 | 4.76 |
| 1 year (%) | 0.07 | 2.09 |
| Annualized since inception (%) | 7.91 | 0.68 |
| Since inception (%) | 21.26 | n/a |
| Sharpe (annualized) | 0.30 | 0.01 |
| % of positive months | 51.61 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Niagara Falls mayor heading to Dubai looking for investors September 27, 2011
[IMAGE]Niagara Falls Mayor Jim Diodati will be looking for potential investors in Dubai next month when he visits the city - Niagara Falls Review is reporting
The city council has approved $10,000 to send Diodati and the city's director of business development, Serge Felicetti, on a business trip to Dubai in October.
To see a list of investors from Dubai and the Middle East check our Middle East Investors Directory
More details follows from Niagara Falls Review
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Bahrain investment firm acquires US kitchenware retailer Sur La Table September 21, 2011
[IMAGE]Investcorp, the Bahrain-based asset management firm specializing in alternative investments, announced that it has acquired Sur La Table, a US kitchenware retailer.
Sur La Table has 86 stores across the United States and has its headquarters in Seattle, WA.
Investcorp is listed in the Middle East Investors Directory with the code OR30.
More details follows from their release
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Qatar investment firm in talks to acquire UK's race track for $400 million September 05, 2011
[IMAGE]Qatar investors of Qatar Investment Authority (QIA) are in discussion to buy the UK's Silverstone race track - The Independent newspaper is reporting.
The British Racing Drivers' Club (BRDC), which owns the circuit, has entered into exclusive talks with the sovereign wealth fund to lease the 850-acre Silverstone site for 150 years. The deal is expected to be worth up to $409 million.
Qatar Investment Authority is listed in the Middle East Investors Directory with the code BD44.
More......
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Abraaj Capital acquires $161 million Amundi's private equity platform August 28, 2011
[IMAGE]After failing in its talks to acquire Citadel Capital, Abraaj Capital just announced it has acquired the North African private equity platform of Amundi, a French asset manager jointly owned by Société Générale and Crédit Agricole - hence taking over their 11 member team and $161 million fund.
Abraaj Capital is listed in the Middle East Investors Directory with the code OR01.
More details follows
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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.
