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 11, 2011
Simon Veingard - View Profile
Personal Track Record
| Inception date | March 05, 2007 |
| Long/Short | Long only |
| Cap bias | Large cap |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception March 05, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 12.54 | 4.41 |
| 3 month (%) | -1.14 | 4.76 |
| 1 year (%) | -2.37 | 2.09 |
| Annualized since inception (%) | 19.83 | 0.68 |
| Since inception (%) | 143.29 | n/a |
| Sharpe (annualized) | 0.53 | 0.01 |
| % of positive months | 55.93 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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CVIM Console Demo September 19, 2009
Following our recent launch of Covestor Investment Management (CVIM), we have produced a short demo which provides an overview of the CV.IM console enabling clients to manage their account online. You can view it at www.cv.im/demo
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Covestor Investment Management launched today July 22, 2009
[IMAGE] Today we are proud to announce the public launch of Covestor Investment Management (CVIM).
CVIM has developed the world’s first retail Multi Managed account or MMA. With an MMA you can invest directly alongside professional and retail investors, managing their own money in their own account. It is a new category of Investment product that gives you access to expert managers like a hedge fund with the security and transparency of a managed account.
You can find out more on Covestor's
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Covestor - Supporting Cash April 30, 2009
[IMAGE] A number of members have requested that we support a view of their portfolio performance including cash, and so the first phase in reflecting this has gone live on the site today. Although for the benefit of followers we have always displayed portfolio performance as if the member were fully invested (as institutional mutual funds do) , we know that many of our members make active asset allocation decisions with their cash. As such this addition should help better reflect the members' own......
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Amazon Announce Recession Busting Results April 25, 2009
The largest holding in my Covestor portfolio AMZN continues to perform despite the current economic malaise. This week Amazon announced first quarter revenues up 18 per cent to $4.89bn. The stock has almost doubled since December.
According to the Financial Times, this last quarter saw a 38 per cent increase in Amazon’s sales of non-media products such as electronics, clothing and food, which now account for 42 per cent of worldwide net sales, compared with 36 per cent last year.Kindle......
- Job Title Founder & COO
- Industry Investment Management
- Expertise 1-5 years
- Qualifications BSc Computer Science
- Year of Birth 1969
- Country United Kingdom
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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.