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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Jul 25, 2007
wampuskatt - View Profile
Personal Track Record
| Inception date | June 29, 2007 |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception June 29, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 13.13 | 4.41 |
| 3 month (%) | 3.34 | 4.76 |
| 1 year (%) | -22.43 | 2.09 |
| Annualized since inception (%) | -15.55 | 0.68 |
| Since inception (%) | -54.02 | n/a |
| Sharpe (annualized) | -0.31 | 0.01 |
| % of positive months | 48.21 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Dump GS July 19, 2007
I sold GS because the sub-prime mess is likely to have a bad affect on the financial stocks for a while. After the smoke clears, I'll be looking for an opportunity to get back in.
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BHP purchase July 19, 2007
Bhp is a great company. Mining stocks are booming. Own the best.
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JOYG Purchase July 19, 2007
This is a "picks and shovels" buy. Mining stocks are booming. Why not own the equipment supplier.
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CAT Buy July 19, 2007
I purchased CAT today for a few reasons. They have a huge international business and the weak dollar will help. All areas of sales are booming except housing. Famous last words but this stock should be a cinch for $100 on the next few months.
- Expertise 20+ years
- Country United States
- State Georgia
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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.