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 10, 2010
seanysun - View Profile
Personal Track Record
| Inception date | April 02, 2009 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception April 02, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -4.67 | 4.41 |
| 3 month (%) | -4.96 | 4.76 |
| 1 year (%) | -18.33 | 2.09 |
| Annualized since inception (%) | -6.06 | 0.68 |
| Since inception (%) | -16.24 | n/a |
| Sharpe (annualized) | -0.14 | 0.01 |
| % of positive months | 44.12 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Analysis: Life Partners Holdings, pt. 2 July 01, 2009
It's rare to see a widely available research report have a large tangible effect on any particular stock but Citron Research's expose on Life Partners Holdings (LPHI) seems to have scared a great deal of people. I have minor long positions in LPHI so I read Citron's report (link) with interest.
The report is well structured and easy to read but I'll summarize a bit further here. Their main complaints are:- Unsustainable high fees - ~14% gross total for the seller of the life insurance policy
- Unsustainable high fees - ~14% gross total for the seller of the life insurance policy
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Thoughts: Red June 22, 2009
With the customizable Google homepage, I have my stock watchlist and its updated performance in front of me everytime I open my browser. Lately, my entire portfolio has been red, and I'm liking it. I'm looking at PriceSmart, in particular, which I'm still in the process of making a strong investment decision on. The lower the price goes while I still don't have a substantial stake, the cheaper my cost-basis is going to be.
As always, I'm not overly concerned with the direction of the overall...... -
Analysis: PriceSmart, pt. 1 June 18, 2009
This is a company that I discovered about a week ago, looking through the retail sector. PriceSmart (PSMT) operates warehouse retail clubs like BJ's and Costco, except they do it overseas. Most of PSMT's stores are in the Carribean or Central America. There are a lot of qualitative issues which I'm still a bit concerned about, a list of which I'll include later. But first, take a look at the juicy numbers: 3% profit margin (enormous for a wholesale retail outfit; for comparison, Wal-Mart's is......
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Thoughts: Market valuation June 15, 2009
Ran across this very interesting tool today: Morningstar's Market Valuation Graph. I'm not really one to look at overall market valuation, but apparently they are using full-on DCF analyses to determine a marketwide fair value. And it looks like they're doing it the right way--by tracking every stock on the NYSE and NASDAQ (over 5,800 of them).
I can't say much for previous periods, but what they are saying for the current market situation (very slightly undervalued, bordering on fairly valued)......
- Expertise 1-5 years
- Country United States
- State Maryland
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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.