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
Jan 24, 2012
William Davidson - View Profile
Personal Track Record
| Inception date | June 29, 2007 |
| Long/Short | Long and Short |
| Cap bias | Small cap |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 29, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -1.51 | 4.41 |
| 3 month (%) | 7.41 | 4.76 |
| 1 year (%) | 23.43 | 2.09 |
| Annualized since inception (%) | 15.09 | 0.68 |
| Since inception (%) | 69.48 | n/a |
| Sharpe (annualized) | 0.72 | 0.01 |
| % of positive months | 60.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Sterlite June 29, 2007
Major Indian copper producer - enough said. Buy anything that fits into Indian infrastructure development.
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CPHD June 29, 2007
Cepheid is one of the emerging genomic and proteiomic diagnostic companies. They have a complete platform that integrates amplification and assessment in a single process. Very high likelihood of acquisition interest by major pharma and biomed companies.
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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.