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
Feb 01, 2012
Ward Kadel - View Profile
Personal Track Record
| Inception date | June 13, 2007 |
| Long/Short | Long and Short |
| Cap bias | Small cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 13, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 9.02 | 4.41 |
| 3 month (%) | -25.15 | 4.76 |
| 1 year (%) | -35.00 | 2.09 |
| Annualized since inception (%) | -5.26 | 0.68 |
| Since inception (%) | -22.19 | n/a |
| Sharpe (annualized) | -0.13 | 0.01 |
| % of positive months | 57.14 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Inaugural Napa Valley Tweetup #NVTweetup at Mondavi June 01, 2010
I'm very fortunate in that I get the opportunity to go to a large number of high quality wine events. The vast majority of the time, I know what to expect for each event, not that it affects my ability to completely enjoy myself, mind you! But every once in ...
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Hello Vino & @drXeNo! May 26, 2010
Following a dizzying string of new partnerships between WineLog, myself and other fine and fun wine partners, we are now part of a very cool and useful iPhone app that has been newly relaunched. Hello Vino takes the hard part out of picking a wine while on the go to ...
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WineLog and Ward on Wine Biz Radio! May 21, 2010
This afternoon, deep within the bowels of biotech in my secret hidden laboratory, I will Skype in and delight the fine listeners of Wine Biz Radio in the Sonoma Valley with tales about wine exploits with my fellow Vinopanions! From 4-5pm PST, you can catch "this episode..." on KVSY-FM 91.3. ...
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Wine Aerator Air-Off May 05, 2010
As a certifiable (different from certified, mine requires a psychiatrist!) wine geek, I get a lot of questions about serving and preparing wine so that it can be happily sipped. One of the biggest questions concerns the aeration of wine...how do I like to aerate my wine, whether young or ...
- Industry Biotechnology
- Expertise 5-10 years
- Education BS Genetics, UC Davis
- Year of Birth 1977
- Country United States
- State California
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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.