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
Jan 11, 2011
smthbrk - View Profile
Personal Track Record
| Inception date | September 06, 2009 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception September 06, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -3.31 | 4.41 |
| 3 month (%) | -8.56 | 4.76 |
| 1 year (%) | -46.03 | 2.09 |
| Annualized since inception (%) | -26.44 | 0.68 |
| Since inception (%) | -52.22 | n/a |
| Sharpe (annualized) | -2.24 | 0.01 |
| % of positive months | 27.59 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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BNI November 27, 2009
Situation Overview
BNI and Berkshire Hathaway Inc entered into a definitive agreement and plan of merger as of Nov 2, 2009. Shareholders have the right to receive, at the election of the stockholder (subject to the reallocation described below): (i) $100 in cash, without interest, or (ii) a portion of a share of Berkshire Class A common......
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LIA November 27, 2009
Situation Overview
Liberty Acquisition Holdings Corp. is a special purpose acquisition company. Stockholders that purchased the Common Stock in the Offering voting against a Business Combination will be entitled to cause the Company to redeem their stock for a pro rata share of the Trust Account. In the event that the Company does......
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SPY November 27, 2009
Hedge for long equity exposure held outside of account and general market hedge.
- Country United States
- State Washington
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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.