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
Jul 04, 2011
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception September 03, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 1.02 | 4.41 |
| 3 month (%) | 0.63 | 4.76 |
| 1 year (%) | 2.23 | 2.09 |
| Annualized since inception (%) | -0.14 | 0.68 |
| Since inception (%) | -0.48 | n/a |
| Sharpe (annualized) | -0.05 | 0.01 |
| % of positive months | 53.66 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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best cashback credit cards January 21, 2009
The best general purpose cash back credit cards are:
- Fidelity Retirement Rewards American Express Card:
- 2% cashback on everything - even in your Costco purchases (2 points for each dollar spent. 2500 points = $50 in your Fidelity account)
- Automatic Redemption
- No Annual Fee
- No Limits on cashback
- Schwab Bank Invest First Visa (signature or platinum) Card:
- 2% cashback on everything
- Automatic Redemption
- No Annual Fee
- No Limits on cashback
- No Foreign Transaction Fee
- Visa Signature benefits (if you qualify for......
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Cashback Debit Cards December 03, 2008
List of debit cards in US that offer cash back.
- Washington Mutual has the best deal so far that returns 3% of your purchase amount. The catch is it only pays a maximum of $250/year (or for about $700/month of purchases).
- Paypal Debit card offers 1% cash back for $3000 of spending per day.
- The good thing is:
- no need to move your banking to Paypal to use their debit card. You can keep your money in your regular bank and Paypal will pull the money in real-time (if you register this bank account......
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How much different asset classes make in the long run in India? September 03, 2008
Sify has a nice article on index funds where they also mention how much different asset classes have made in last 20 years on average in india:
- Inflation: 9.19 %
- Gold: 7.62 %
- Bank FD: 9.19 %
- Company FD: 14.47 %
- Stocks: 20.15%
- One time expense on index funds is 0.8% commission paid at buy-time and another 0.8% paid at sell-time.
- One time expense on real estate is 5%......
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How much different investments make in the long run? September 03, 2008
Sify has a nice article on index funds where they also mention how much different asset classes have made in last 20 years on average in india:
- Inflation: 9.19 %
- Gold: 7.62 %
- Bank FD: 9.19 %
- Company FD: 14.47 %
- Stocks: 20.15%
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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.