Stephanie Sammons
Financial Services
20+ years
CFP
United States
Texas
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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, 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.
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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 31, 2010
Stephanie Sammons - View Profile
Personal Track Record
| Inception date | June 06, 2009 |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
| Current holdings | 2 |
| Latest trade | GLD |
Performance and Risk
Performance Summary (as at end of September 01, 2010)
| Inception June 06, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -0.42 | 2.95 |
| 3 month (%) | 1.52 | -3.68 |
| 1 year (%) | 48.06 | 2.81 |
| Annualized since inception (%) | 52.24 | -3.21 |
| Since inception (%) | 68.48 | n/a |
| Sharpe (annualized) | 2.13 | -0.13 |
| % of positive months | 73.33 | 61.40 |
Past performance is not indicative of future performance
Asset Allocation
Distribution (as at end of September 01, 2010)
| Equities |
7.56%
|
| Cash |
92.36%
|
| Margin |
0.00%
|
| Others |
0.08%
|
Top 5 Holdings (as at end of September 01, 2010)
| Security | Allocation(%) |
|---|---|
| SPDR Gold Trust (ETF) | 79.64 |
| PowerShares DB US Dollar Index Bullish Fund | 20.36 |
| Total | 100.00 |
| Total no. of Holdings | 2 |
Geographic Breakdown (as at end of September 01, 2010)
| United States | 100.00% |
| Short | Long |
Industry Breakdown (as at end of September 01, 2010)
| Funds | 100.00% |
| Short | Long |
Transactions
Latest Transactions (as at end of September 01, 2010)
| Executed | Symbol | Security | Type | Price |
|---|---|---|---|---|
| August 13, 2010 | GLD | SPDR Gold Trust (ETF) | Bought | $118.68 |
| August 11, 2010 | AAPL | Apple, Inc. | Sold | $253.83 |
| August 11, 2010 | IJT | iShares S&P SmallCap 600 Growth | Sold | $58.35 |
| July 28, 2010 | XLY | Consumer Discretionary SPDR | Sold | $31.51 |
| July 28, 2010 | BAC | Bank of America Corporation | Sold | $14.05 |
Commentary - Latest Posts
-
New Positions December 07, 2009
Today I made some purchases in my personal trading account as I believe that leadership is beginning to change in the markets. I am positioning for an economic recovery and a stronger dollar. Although I believe a rally in the dollar could be temporary, it appears to be a good risk/reward trade. The dollar has been weak for the most part for 30 years so I don't believe this will be a permanent situation. Today I also took a position in DGZ which is the DB Gold Inverse ETF. I am not a big......
-
Google October 10, 2009
I have owned Google for quite some time after studying online trends and social media. Google is another example of a company with a moat around it. They own internet advertising and they own internet search. Not only is ad spending continuing to move online at a rapid pace (macro shift), but we have most likely seen a bottoming in cyclical ad spending related to the recession. I think every stock portfolio has to own a piece of Google and hold on for the ride (up or down). Unless MSFT/Yahoo......
-
Whole Foods October 10, 2009
See my rationale here: http://su.pr/1eoK7k
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