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
studean - View Profile
Personal Track Record
| Inception date | February 11, 2009 |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception February 11, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 0.00 | 4.41 |
| 3 month (%) | 0.00 | 4.76 |
| 1 year (%) | 0.00 | 2.09 |
| Annualized since inception (%) | 1.13 | 0.68 |
| Since inception (%) | 3.39 | n/a |
| Sharpe (annualized) | 0.16 | 0.01 |
| % of positive months | 2.78 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Welcome Back- Two lessons. One good. One bad. SNSS and RXII December 18, 2009
OK. So a lot has happened since that last post. Mostly adult stuff. Since then I had to take money out of my IB account since I was in the process of looking for a new home. I found that home, purchased it, got all my finances in order and deposited some money back into the my IB account. $7,000 to be exact. I know IB has a $10,000 minimum, so that's what I initially deposited, then removed $3,000 to put back into my savings (as a new home owner, I'm trying to be smart about finances here.......
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Where Are We Headed? February 20, 2009
I am not one for playing the guessing game...BUT, I do agree that we are close to swinging one way or another...The market is either dropping off the face of the planet, or we are going to have a big run up...
I didn't want to take my chances this week in the market. I have been plenty busy, and while I researched a few stocks (as soon as things start to slow down, I'll put up stocks I watch and why I'm watching them), I didn't think it'd be smart to put my money up in something I wasn't 150% sure...... -
The Plan February 20, 2009
I don't know exactly how I'm going to do this or what exactly this blog will accomplish. But I can tell you the steps I've taken so far and what it is exactly I'm going to do with what I have to work with.
What I have (done): Stockfetcher.com seemed like a no brainer. It's 9 bucks a month, and if I'm going to do exactly what I imagine my trading strategy will do, I need to be very specific in my criteria. Now, I've also read a lot of blogs on this niche subject. Which, again, is playing...... -
ARNA February 20, 2009
Took this trade as my first. I know Sykes was all over this one, but I happened to play it last week, after the run up, and short it at about 6.82. Took my profits at 6.51 (around $100) and was happy with my first trade. Little did I know that my first rule of patience would be so fitting here. It sits now at about one dollar short of where I entered. Could woulda shoulda tripled my gains, but foresights a bitch.
More detail to come, just wanted to throw that out there.
PS - My Covestor account,......
- Job Title Mr.
- Industry Education Management
- Expertise None
- Education B.A.
- Qualifications Zero
- Year of Birth 1981
- 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.