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 01, 2012
Sam Bragg - View Profile
Personal Track Record
| Inception date | April 23, 2009 |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception April 23, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 2.34 | 4.41 |
| 3 month (%) | 0.98 | 4.76 |
| 1 year (%) | -3.29 | 2.09 |
| Annualized since inception (%) | 7.35 | 0.68 |
| Since inception (%) | 21.77 | n/a |
| Sharpe (annualized) | 0.31 | 0.01 |
| % of positive months | 58.82 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Covestor return doesn't appear to be tracking correctly. May 10, 2010
I haven't taken the time to figure out what is going on, but Covestor is clearly screwing up my return over the last week. Yes, it was a brutal week, but not close to what it is showing. I'll try to get it fixed.
I definitely picked a poor entry point for several trades last week. I was looking to buy into weakness, but I didn't anticipate the free fall and probably threw too many chips in too soon. Today's recovery certainly helps my ego a little bit, but I am concerned about how much damage......
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Covestor Anniversary April 18, 2010
Nothing technical here, just a quick post to appreciate the fact that I'm one year old this week on Covestor. And more importantly, thanks to all of you who have shared knowledge and suggestions. My goal this year is that between gains and new contributions my account will hit the $$ level.
Happy trading!
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NNLX is taking off! April 08, 2010
For an intelligent post on NNLX, take a look at Petro_Drlg_Eng's profile. I just had to upload my enthusiasm from the past couple of weeks.
My other profile, communitychest, is now killing my returns here. I plan on maintaining my shares in UVE while looking for a new opportunity to pursue in this portfolio. I will take a look at the watch lists of those I follow to look for candidates. Feel free to send suggestions my way though. I'm particularly interested in oil/ng and other energy......
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New Profile Created November 24, 2009
FYI, I created a new profile to track my growth account. Right now I have positions in FCG and NNLX. The profile name is communitychest. I got stuck on a Monopoly theme and I was debating between that and balticavenue. Anyways, it will be interesting to compare the performance between my two accounts here on Covestor.
Happy Trading!
- Job Title General Manager
- Industry Legal Services
- Expertise 10-20 years
- Education B.S. Finance, B.S. Insurance & Risk Management
- Qualifications BS in Business emphasizing finance. Several years experience as analyst in the insurance industry.
- Year of Birth 1981
- 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.