Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 01, 2012
warlord - View Profile
Personal Track Record
| Inception date | January 11, 2009 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception January 11, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 1.36 | 4.41 |
| 3 month (%) | -0.14 | 4.76 |
| 1 year (%) | 1.99 | 2.09 |
| Annualized since inception (%) | 3.23 | 0.68 |
| Since inception (%) | 10.21 | n/a |
| Sharpe (annualized) | 0.21 | 0.01 |
| % of positive months | 43.24 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Just In Case January 11, 2009
While I am much more bullish than bearish right now I do like to have a small SDS position from time to time just in case something happens that suddenly tanks the market. Whenever I feel the market is very overbought I like to greatly add to this position rather than go short an individual stock and sell most or all for a small profit when the market swings back down.
I agree with analysts who see the S&P stuck in a range in 2009 of 825-1025.
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Addicted to the Dividend January 11, 2009
While I hate smoking and have never smoked in my life Altria carries a great dividend yield at this level (near 9%) and what appears to be a very safe dividend if there is such a thing. Altria also is very defensive and great for my portfolio as I try to ride the volatility up and down. Altria is very stable when compared to my other holdings.
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Thanks Cramer January 11, 2009
This was my first and last stock bought solely on the recommendation of Jim Cramer. While I do like this stock for a long term hold under an Obama presidency, Cramer's advice to buy at $4.00 (I bought at $3.25 and averaged down at $2.55 and watched THC fall to $1.00 before it started its slow rebound) have me very cautious anytime he "blesses" a stock. I do still watch Cramer for ideas and insight into the market but rarely buy a stock he likes anymore and do my own homework now before I......
- Expertise None
- Country United States
- State Illinois
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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.