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
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Personal Track Record
| Inception date | August 03, 2007 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception August 03, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -4.57 | 4.41 |
| 3 month (%) | -14.87 | 4.76 |
| 1 year (%) | 22.41 | 2.09 |
| Annualized since inception (%) | 5.60 | 0.68 |
| Since inception (%) | 25.50 | n/a |
| Sharpe (annualized) | 0.19 | 0.01 |
| % of positive months | 54.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Japanese stocks and the generational struggle October 19, 2011
A reader recently emailed me regarding a potential investment in a Japanese microcap stock, which set me thinking about Japanese stocks in general. Japanese stocks are really cheap right now. There are many Japanese stocks trading below book value. In fact, some stocks are trading below even the value of cash on their book. Yet [...]
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A better alternative to Chinese tariffs October 10, 2011
After jeopardizing the nation’s credit rating, the US Congress is hard at work again with a new idea to destroy nascent recovery, this time from the Democrat side of the aisle. The law I’m referring to is the proposed enactment of tariffs against Chinese goods in retaliation for their currency manipulation. This is one of [...]
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HP and Whitman : Why I am not taking a position September 24, 2011
Hewlett Packard, that icon of American technology, is now trading at between 5-7 times earnings. This is cheap, extremely cheap, especially for a large cap. Will new CEO Meg Whitman be able to turn things around? Sadly, I believe that the answer is : no. Whitman, of course, led another technological icon eBay from 1998-2008. [...]
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TGT : An inflation hedge with a call option on growth September 12, 2011
What a difference a couple of months makes in the ease of finding value stocks! Now that we’re awash with stocks trading at cheap valuations, what kind of stocks should one invest in? I humbly suggest Target, a stock that I think will hold its ground even in a double dip recession coupled with inflation, [...]
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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.