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
Aug 07, 2010
seacaptain - View Profile
Personal Track Record
| Inception date | June 04, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 04, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 3.81 | 4.41 |
| 3 month (%) | 3.98 | 4.76 |
| 1 year (%) | -0.81 | 2.09 |
| Annualized since inception (%) | 5.69 | 0.68 |
| Since inception (%) | 29.44 | n/a |
| Sharpe (annualized) | 0.24 | 0.01 |
| % of positive months | 60.71 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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LT buy January 17, 2008
i may be premature here dipping my toes into financials. AXP got spanked pretty hard for revealing what we already knew: people are having trouble paying their bills. i looked at the charts over many different time periods, looked at the financials, looked at the investors who hold shares, and thought about the overall economic picture. i think i am in at a good price if we experience a quick short downturn here. if it is a more protracted and painful one, i think my downside risk is......
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this has not gone the way i planned December 13, 2007
i bought pfizer thinking that it was due for a turnaround. i am still waiting. and holding. and doing all those things that i probably should not do, like HOPING.
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a story November 15, 2007
well, not quite that negligent in the due diligence department. there are a lot of reasons to own ebay right now i think, although the tiffany lawsuit is definitely casting a shadow at the moment. and if the economy really tanks then the story might not make sense, but my thesis is that auctions are popular when people are feeling pinched. they look for cheaper alternatives to buying retail, and they head out to the garage to unload all the crap they bought when they refi'ed.
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i have been looking for a railroad August 30, 2007
...stock for a while.
- Industry Music
- Expertise 5-10 years
- Education BA, UC Berkeley
- 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.