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
Sep 11, 2010
William Bissett - View Profile
Personal Track Record
| Inception date | December 31, 2009 |
| Strategy | Value |
| Asset Class | All US equities |
| Long/Short | Long only |
| Cap bias | Small cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 09, 2012)
| Inception December 31, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 5.23 | 4.41 |
| 3 month (%) | -4.58 | 4.76 |
| 1 year (%) | -10.34 | 2.09 |
| Annualized since inception (%) | -1.24 | 0.68 |
| Since inception (%) | -2.57 | n/a |
| Sharpe (annualized) | -0.04 | 0.01 |
| % of positive months | 50.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Investment Policy June 13, 2010
In 1986, there was a study published by Gary P. Brinson, L. Randolph Hood and Gilbert L. Beebower called Determination of Portfolio Performance. There study followed 91 pension funds to dissect where portfolio performance is derived. They divided up plan returns into three components: asset allocation policy, active asset allocation, and security selection. There research [...][IMAGE]
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Investment Policy June 13, 2010
In 1986, there was a study published by Gary P. Brinson, L. Randolph Hood and Gilbert L. Beebower called Determination of Portfolio Performance. There study followed 91 pension funds to dissect where portfolio performance is derived. They divided up plan returns into three components: asset allocation policy, active asset allocation, and security selection. There research [...][IMAGE]
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Strategy? June 02, 2010
I had a good question last week about www.statpro.com – which is a portfolio analytics software that will help you determine the amount of risk in your portfolio. I don’t know anything about the service or software so I can’t say whether it is good or bad (and even if I could that should be [...][IMAGE]
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Portfolio holdings May 21, 2010
I was thinking about the number of individual stocks that people hold in there portfolio this afternoon. If I have to 50 stocks in my portfolio then it is likely that on average no one position makes up more than 2 percent of my account. The great news about that, and the one often qouted [...][IMAGE]
![[IMAGE]](http://stats.wordpress.com/b.gif?host=bissett.wordpress.com&blog=7322305&post=169&subd=bissett&ref=&feed=1){kind=link}
![[IMAGE]](http://stats.wordpress.com/b.gif?host=bissett.wordpress.com&blog=7322305&post=164&subd=bissett&ref=&feed=1){kind=link}
![[IMAGE]](http://stats.wordpress.com/b.gif?host=bissett.wordpress.com&blog=7322305&post=162&subd=bissett&ref=&feed=1){kind=link}
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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.