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
tmvijai - View Profile
Personal Track Record
| Inception date | February 01, 2008 |
| Long/Short | Long only |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception February 01, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 10.37 | 4.41 |
| 3 month (%) | 4.82 | 4.76 |
| 1 year (%) | -19.73 | 2.09 |
| Annualized since inception (%) | -2.90 | 0.68 |
| Since inception (%) | -11.09 | n/a |
| Sharpe (annualized) | -0.06 | 0.01 |
| % of positive months | 52.08 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Optimistic Outlook on US Economy from TRP Chairman & Why US Bonds are way to go? September 07, 2011
A week ago I received an email update from TRP(TRowePrice) Chairman on the current market condition since lots going on these days. We all witnessed the wild roller coaster of the stock market last month after debt crisis in Europe, dead lock condition in the house on rising debt limits, slower economic growth and unexpected employement report.
Even this week, the market is still shows lots of sign on further downward dip with no great news on the jobs growth and expectation from President to...... -
Betterment.com - Account Update August 16, 2011
I posted about Betterment.com investment service couple of weeks ago, compared their website with others and recommended to check it out. I also mentioned about their $25 bonus offering for account opened with $250 initial deposit.
I just want to post an update about my experience and performance of my portfolio so far since I opened my the account. I know it has just been couple of weeks and cannot expect so much growth but to my surprise, I saw a 1% growth for 10 days even with stock market...... -
Betterment.com - Smart and Better way to Invest for your future August 05, 2011
We have stocks, bonds, options, commodities and so much more vehicle to invest for our future financial goals. But we need time to analyze, research to invest in them and more time needed to even get diversifed portfolio. Then came mutual funds which carry tons of pre-packed securities and funds which is already diversified to cater various consumer needs. Still that takes time, knowledge and effort to anlayze, compare and find which one is better than other one for different goals. Nothing is......
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TD Ameritrade Bond offering - State of Maryland July 21, 2011
Today new flyer announcement from TD Ameritrade about their Municipal Bond offering for State of Maryland. Municipal bonds are securities issued by or on behalf of U.S. state and local governments, agencies and authorities to fund specific public projects.
TD Ameritrade will be participating in a State of Maryland General Obligation Bond offering
Here are the details of the bond:
Order period:*
July 22nd and 25th
Yield:*
Calculate using Bond Yield Calculator
Issuer:
State of......
- Job Title Senior Web Developer
- Industry Information Technology and Services
- Expertise 5-10 years
- Education CIT, INDIA
- Qualifications Working on CFP
- Year of Birth 1975
- 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.