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 18, 2010
Timothy West - View Profile
Personal Track Record
| Inception date | June 02, 2009 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | Large cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 02, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 4.10 | 4.41 |
| 3 month (%) | -5.85 | 4.76 |
| 1 year (%) | -12.62 | 2.09 |
| Annualized since inception (%) | 4.48 | 0.68 |
| Since inception (%) | 12.41 | n/a |
| Sharpe (annualized) | 0.25 | 0.01 |
| % of positive months | 56.25 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Silver February 04, 2010
Please see my other blog comments on silver.
I like to buy silver when it falls by 10% from a recent high. I was happy to have exited silver recently at 16.70 and to be able to purchase it back at 15.79.
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CME short term oversold February 03, 2010
CME has dropped 20% from its high set in January at 353 to under 284, a drop of 69 pts. CME has been a prime beneficiary of global markets liquidity expansion due to increased risk-management and risk-taking activities by hedge funds, individual traders, bank proprietary trading desks and mutual funds. The growth in this sector appears to me to be at the end of its dramatic growth curve and will go into a more subdued long term rate of ascent. The likelihood that the Obama administration will......
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Home Builders are worth buying here. February 02, 2010
The survivors are still standing and still selling homes, not at a great pace, but at least they are lean and they have the favorable winds of a stabilizing economy with low interest rates. The sector is still lagging the overall market and yet is picking up some relative strength here in early February. This could be a pre-spring thaw or it could be a sign that investors are starting to buy before all the news shifts in its favor. There is still a macro trend where people are moving to their......
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Stock Market Top is Forming - Factors to Consider January 21, 2010
How do you know the market is forming a top? Let me count the ways!
1. When the market goes down on good news. When the winds of change shift in Washington*(see notes at bottom). When the good news is pouring in and the market doesn't make additional upside strides. IBM's earnings yesterday is a good example.
2. When VIX falls so low that it speaks of sheer overconfidence amongst traders*(see notes at bottom).
3. Crude oil prices are up sharply from their one-year lows. This is often......
- Job Title Director of Research
- Industry Investment Management
- Expertise 20+ years
- Education University of Richmond, BA
- Qualifications Series 7, 63, 4 Institutional Broker,Registered Rep,Hedge Fund Mgr
- Year of Birth 1965
- Country United States
- State Connecticut
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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.