Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
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Aug 11, 2011
tinaord - View Profile
Personal Track Record
| Inception date | April 18, 2008 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception April 18, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.70 | 4.41 |
| 3 month (%) | 10.75 | 4.76 |
| 1 year (%) | 14.40 | 2.09 |
| Annualized since inception (%) | 4.92 | 0.68 |
| Since inception (%) | 19.98 | n/a |
| Sharpe (annualized) | 0.16 | 0.01 |
| % of positive months | 56.52 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Gas prices keep going up so should the stock May 20, 2008
I was watching BP and XOM. It was a toss up of which one to buy, they both were doing really well. BP was cheaper and think has made more gains but I went with XOM because I think I read some where that it was one of the largest distributors of oil. I think gas prices will only continue to go up. I think americans are stubborn and also in denial of our need to invest in some other energy resources. I think we eventually will have to change our thinking but for now I think we are......
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YUM May 20, 2008
I have done some research on Yum brands and from what I have learned fast food is really popular in China. I learned that KFC is not like it is here but it is family dinning and one of the more popular places to eat. My thinking was that I needed to have more international exposure, so I purchased YUM. It was alot more volitile when i first purchased it, now it has stablized and not made much gains. I will just hold for a bit and see if i need to try something else or if it will have more......
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STP May 17, 2008
I purchases alot of energy stock. Hoping that this solor stock with only climb with time
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GE May 17, 2008
GE is a good solid company. I think over time they should continue to be more sucessful. They seem to be really progressive with green ideas ect which leads me to believe that they are sticking with the times and should grow as a company according. I will hold on for a bit and see what happens.
- Expertise 5-10 years
- Country United States
- State Washington
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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.