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
INDIVIDUAL
INVESTOR

Personal Track Record

Inception date September 30, 2009
Long/Short Long only
Cap bias No specific
Holding Period Short term

Performance and Risk

Performance Summary (as at end of February 08, 2012)
Member  
Include cash 1M 3M YTD 1Y SI
Inception September 30, 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 (%) 2.22 0.68
Since inception (%) 5.28 n/a
Sharpe (annualized) 0.63 0.01
% of positive months 3.45 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

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Kevin Watson Profile Picture
  • Expertise 1-5 years
  • Year of Birth 1968
  • Country Australia

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.