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
William Sosa - View Profile
Personal Track Record
| Inception date | January 01, 2009 |
| Long/Short | Long and Short |
| Cap bias | Large cap |
| Holding Period | Short term |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception January 01, 2009 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 16.10 | 4.41 |
| 3 month (%) | 2.12 | 4.76 |
| 1 year (%) | -33.90 | 2.09 |
| Annualized since inception (%) | 1.22 | 0.68 |
| Since inception (%) | 3.82 | n/a |
| Sharpe (annualized) | 0.03 | 0.01 |
| % of positive months | 51.35 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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clean up, March 16, 2010
I have clean up my entire portfolio, for quite some time, i have not been feeling confortable with the market, even though it has been making new highs, i expect some volatility to come back in.
today fed will speak, about holding lower rates for long period of time, but, from there we should see direction. based on that i will be making new entrys.
william
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Come Back, February 25, 2010
as i printed this morning, about the market coming back, we did not get positive, but we got 100 points back.
great,
william
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Double My Fcx February 25, 2010
I just double my position on FCX. as i said this morning i am looking for the market to reverse during the course of the day.
william
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Ludacris Forcast! February 25, 2010
the markets will close up for the day, i think the europe is overblown, a lot of speculation on that area. gold will reverse and wind up positive for the day,
for the mean time, i have place my orders on
FCX
PRB
AAPL
BAC
C
- Industry Investment Management
- Investment Experience 5 years
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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.