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 08, 2007
tennisman25 - View Profile
Personal Track Record
| Inception date | June 15, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 15, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 7.85 | 4.41 |
| 3 month (%) | -1.09 | 4.76 |
| 1 year (%) | 22.08 | 2.09 |
| Annualized since inception (%) | 5.61 | 0.68 |
| Since inception (%) | 28.79 | n/a |
| Sharpe (annualized) | 0.16 | 0.01 |
| % of positive months | 58.93 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Exon June 15, 2007
As the price of a barrel of oil continues to climb, investors are benefiting from XOM. Bought in at 70, considered it undervalued at that point. I think it may be worth closer to 90-95 possibly 100 depending on supply and summer driving. Decent yield. Strong balance sheet.
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Goldman June 15, 2007
Best of breed investment firm. Completely UNDERVALUED. Extremely low multiple. Run by the best money managers on the planet. Involved in most major private equity, LBO's and M&A's. Reported another strong quarter. Look to be closer to 340 by this time 2008
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Colgate June 15, 2007
A necassary core holding in every portfolio. Currently range bound but I believe it will eventually snap out and hit the 75-80 dollar levlel. It may be slow on growth but as was Buffets main rule "never lose money" it is hard to get torched in this stock.
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Apple June 15, 2007
-Iphone -MAC -IPOD -New Operating system Although its market share is small it is continuing to gain ground on PC's. Robust growth and strong management. Say what you want about Jobs but he is a very good exec. Sales continue to suprise.
- Expertise 1-5 years
- Country United States
- State District of Columbia
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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.