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
Thomas Carlson - View Profile
Personal Track Record
| Inception date | September 13, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception September 13, 2007 | 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 (%) | -8.94 | 0.68 |
| Since inception (%) | -33.71 | n/a |
| Sharpe (annualized) | -0.25 | 0.01 |
| % of positive months | 33.96 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Performance Metrics can be Deceiving March 03, 2009
On February 15 I took a look at the trading account I started tracking on Covestor in August 2007. What is being tracked is a combination of a couple of IRAs which total about $70,500 at inception -- not a huge amount, but was using it to test some strategies and start creating an online track record. Now starting in about the middle of 2008 I didn't put as much emphasis on this account; one, there weren't that many opportunities to be long stocks during period, and two, there was so much turmoil......
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Performance Metrics can be Deceiving March 03, 2009
Yesterday I took a look at the trading account I started tracking on Covestor in August 2007. What is being tracked is a combination of a couple of IRAs which total about $70,500 at inception -- not a huge amount, but was using it to test some strategies and start creating an online track record. Now starting in about the middle of 2008 I didn't put as much emphasis on this account; one, there weren't that many opportunities to be long stocks during period, and two, there was so much turmoil......
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2008 - Lessons Learned In Pursuit of the Holy Grail of Trading December 31, 2008
2008 was a year I'll remember vividly in my trading career, and certainly NOT because I made lots of money in the markets.
It is human nature to look for the holy grail, and traders -- professional or amateur -- are no exception. We all deep down would love to find that one indicator or system that will open the coffers to a lifetime of easy profits. Well, I didn't find the grail, and I probably never will, but that doesn't mean I didn't learn some valuable lessons; moreover, I am absolutely...... -
2008 - Lessons Learned In Pursuit of the Holy Grail of Trading December 31, 2008
2008 was a year I'll remember vividly in my trading career, and certainly NOT because I made lots of money in the markets.
It is human nature to look for the holy grail, and traders -- professional or amateur -- are no exception. We all deep down would love to find that one indicator or system that will open the coffers to a lifetime of easy profits. Well, I didn't find the grail, and I probably never will, but that doesn't mean I didn't learn some valuable lessons; moreover, I am absolutely......
- Job Title Stock Trader
- Industry Financial Services
- Expertise 10-20 years
- Education M.B.A., Southern Methodist University, B.A., Texas A&M University
- Year of Birth 1964
- Country United States
- State Texas
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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.