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
Jun 11, 2008
terpn8r - View Profile
Personal Track Record
| Inception date | November 29, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception November 29, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.28 | 4.41 |
| 3 month (%) | 5.95 | 4.76 |
| 1 year (%) | 4.62 | 2.09 |
| Annualized since inception (%) | 3.96 | 0.68 |
| Since inception (%) | 17.63 | n/a |
| Sharpe (annualized) | 0.12 | 0.01 |
| % of positive months | 52.94 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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GGB = Growing Steel Producer May 21, 2008
Good steel play (Brazilian) given strong growth in international construction (i.e. China).
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No Market Fallout from Elections May 21, 2008
Jim Cramer has been posting market impacts to potential US Presidential Elections (see Obama Impact on Healthcare) on Seeking Alpha. Unfortunately there is too much bureaucracy in Washington and no President or their policies since WWII have had a significant impact on the equity markets. While the candidates may have their platforms for the elections, their ability to implement them are significantly compromised by a bi-polar congress, an independent Fed, and suspicious US markets. While the......
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HD Falling Profits May 20, 2008
While HD Q1/'08 earnings beat wall-streets low expectations, future profits are expected to continue to plummit. This would be a good short opportunity above $28 at portfolio cash positions less than 10%. This will have to wait for now as I'm currently 40% cash.
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GOOG good @ $555 May 20, 2008
Still like GOOG but will only buy ~$555. Microsoft/Yahoo merger dance is a contributing factor which may add some potential downside volatility but GOOG still has cash, largest internet client base, and creativity on it's side.
- Expertise 5-10 years
- Country United States
- State California
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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.