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
Timothy Pereira - View Profile
Personal Track Record
| Inception date | August 01, 2007 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception August 01, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 35.13 | 4.41 |
| 3 month (%) | -13.56 | 4.76 |
| 1 year (%) | -23.60 | 2.09 |
| Annualized since inception (%) | 26.38 | 0.68 |
| Since inception (%) | 187.23 | n/a |
| Sharpe (annualized) | 0.50 | 0.01 |
| % of positive months | 57.41 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Sold most of my SINA stock and bought more AAPL calls July 27, 2011
I still believe in SINA's potential for good gains (better than 30% per year), but I think AAPL calls offer far more upside. On July 15 I sold most of my SINA shares at $116.74 (as seen in my transaction history). On July 21st I bought more AAPL October $360 calls at $37 and on July 25th I bought more AAPL January $540 calls at $15.20.
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Sold remaining Apple (AAPL) stock. Bought Jan '13 540 calls June 28, 2011
It's unfortunate that Covestor doesn't track options holdings, because my portfolio is now full of them. The potential gains in AAPL call options are too big to ignore. My latest purchase is the January 2013 $540 call options at $6.50. I think there is a good chance that AAPL hits above $580 by then and these calls could get north of $40 at some point in 2012. I also think there's a decent chance AAPL hits above $400 by monthly options expiration in October, and thus my Oct '11 360 calls (avg.......
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Bought more Apple calls June 06, 2011
On Friday (June 3rd) I bought more October 2011 $360 AAPL calls at $16.20 bringing my average cost to $18.29. So far these calls are down 23% from my purchase cost but I'm still a believer that Apple should trade above $400 by October 21st (when the calls expire). Early last week I would also have bought out of the money put options on Research in Motion (likely March 2012), and maybe some Motorola Mobility (MMI) put options as well, as mentioned previously, but it turned out my investment......
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Bought Apple calls. Looking to bet against RIM and Motorola June 01, 2011
I bought the AAPL October 2011 $360 calls at 20.15 today. My portfolio is heavily slanted to Apple. I'm also looking to buy puts on Research in Motion (RIMM) and Motorola Mobility (MMI).
- Expertise 5-10 years
- Country Canada
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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.