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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

Aug 07, 2010

INDIVIDUAL
INVESTOR

Personal Track Record

Inception date June 30, 2009
Long/Short Long only
Cap bias No specific
Holding Period Buy and hold

Performance and Risk

Performance Summary (as at end of February 08, 2012)
 Member  
Include cash 1M 3M YTD 1Y SI
Inception June 30, 2009 Member S&P 500
Month to date (%) -0.95 4.41
3 month (%) -1.40 4.76
1 year (%) -4.11 2.09
Annualized since inception (%) 8.83 0.68
Since inception (%) 24.51 n/a
Sharpe (annualized) 0.79 0.01
% of positive months 50.00 60.81

Past performance is not indicative of future performance

Commentary - Latest Posts

  • Google Wallet, BankSimple, Personal Capital September 21, 2011


    This week was a good week for technology that helps you get your finances under control. Several services announced their launch, the biggest among them in my opinion being Google Wallet, BankSimple, and Personal Capital. Not all of them are widely available as of right now, but will be in the near future and all of them have the potential to make a big splash in personal finance pond. In this post, we’ll take a quick look at all three and how they plan to help you with your finances.

    ......

    Read More >

  • Defining Your Dreams: The First Step Toward Financial Success August 28, 2011

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    With all the distractions in today’s constantly-connected world, one of the things young people have trouble with when it comes to planning their financial future is sitting down, focusing, and figuring out where they want to go in life.

    Maybe it’s because it’s intimidating to think about the future.

    Maybe it’s because it’s easier not to make goals for yourself so that you don’t have anything you can fail at.

    Maybe you feel like you don’t know the first thing about your finances......

    Read More >

  • Rising Food Prices, Eating Cheaply, and AMEX Deals July 24, 2011

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    Does it seem like every time you go to the grocery store, you end up spending more than you thought you would?

    If you were in a financial pinch, would you be able to cut back on your food expenses in order to stay afloat?

    Wouldn’t it be great to save money effortlessly on your purchases instead of having to go through the trouble of clipping or printing coupons?

    If you want to be equipped with the knowledge to save some money on food and other purchases, then this week’s post......

    Read More >

  • The Debt Ceiling, Your Personal Start-Up, and Higher Netflix Prices July 17, 2011

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    When it comes to information about issues that affect your finances, there’s so much out there on the internet that it quickly becomes overwhelming for most people. What are you supposed to know when? What’s going on this week? What are the financial issues people are talking about and what are they saying?

    This week, I’m going to experiment with something a little different here on the Finavigation Blog. I’m a huge personal finance nerd, and I’m constantly reading articles and......

    Read More >

Tony Ojeda Profile Picture
  • Job Title President/CEO
  • Industry Financial Services
  • Expertise 1-5 years
  • Education MSF, Florida International University; MBA, DePaul University
  • Qualifications MSF MBA
  • Year of Birth 1980
  • Country United States
  • State Illinois

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. 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
  6. 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.