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

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date August 22, 2009
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 09, 2012)
Member  
Include cash 1M 3M YTD 1Y SI
Inception August 22, 2009 Member S&P 500
Month to date (%) 9.20 4.41
3 month (%) 4.05 4.76
1 year (%) -9.11 2.09
Annualized since inception (%) 1.28 0.68
Since inception (%) 3.16 n/a
Sharpe (annualized) 0.05 0.01
% of positive months 53.33 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Brazil small cap index January 23, 2010


    Read More >

  • ETF's January 23, 2010

    OIH - Oil service sector holdings

    XEM - Metals and mining

    EEM - Emerging markets

    EWH - Hongkong

    EWS - Singapore

    EWT - Taiwan

    EWZ - Brazil 

    EWC - Canada

    HCP - Health care REIT 

    XLV - Health care service sector

    IBB - Nasdaq biotech index fund

    VWO - Vanguard emerging markets

    EWA - Australia

    MOO, DBA - Agriculture

    PHO - Water

    RJA - International commodity and agriculture

    DJP - Dowjones commodity index

    SLV - Silver

    GLD - Gold

    XLE - Energy 

    DBB - Base metals 

    UNG - Natural gas

    IYW - US tech

    XLK - tech

    XLU - Utilitites

    GCH -......

    Read More >

  • Insurance broker December 15, 2009

    Cheap valuation

    Read More >

  • MCK September 21, 2009

    distributor of pharmaceutical and medical supplies, but it’s also a leader in installing advanced health care information technology systems in hospitals and clinics

    Read More >

srinivas chintapalli Profile Picture
  • Expertise 1-5 years
  • Qualifications MS
  • Country United States
  • State Georgia

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.