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
Feb 01, 2012
stockmarketbeat - View Profile
Personal Track Record
| Inception date | June 05, 2007 |
| Long/Short | Long only |
| Cap bias | Mid cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 05, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.34 | 4.41 |
| 3 month (%) | -4.16 | 4.76 |
| 1 year (%) | -18.86 | 2.09 |
| Annualized since inception (%) | -10.70 | 0.68 |
| Since inception (%) | -41.02 | n/a |
| Sharpe (annualized) | -0.46 | 0.01 |
| % of positive months | 51.79 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Truck Tonnage Index December 01, 2009
Truckline.com Article
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Compared with October 2008, SA tonnage fell 5.2 percent, which was the best year-over-year showing since November 2008. In September, the index was down 7.3 percent from a year earlier. -
Corporate Cash Flow November 29, 2009
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Corporate Profits November 29, 2009
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Capacity Utilization November 22, 2009
St. Louis Fed: Series: TCU, Capacity Utilization: Total Industry
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![[IMAGE]](http://stockmarketbeat.com/blog1/wp-content/uploads/2009/12/11-23-09-tonnage-graph.jpg){kind=link}
![[IMAGE]](http://stockmarketbeat.com/blog1/wp-content/uploads/2009/11/fredgraph1-300x180.png){kind=link}
![[IMAGE]](http://stockmarketbeat.com/blog1/wp-content/uploads/2009/11/fredgraph-300x180.png){kind=link}
![[IMAGE]](http://stockmarketbeat.com/blog1/wp-content/uploads/2009/11/TCU_Max_630_378-300x180.png){kind=link}
- Job Title CFA
- Industry Financial Services
- Expertise 10-20 years
- Education MBA
- Qualifications CFA
- Country United States
- State New Jersey
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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.