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
Nov 01, 2010
Zach Baker - View Profile
Personal Track Record
| Inception date | July 28, 2007 |
| Long/Short | Long only |
| Cap bias | Micro cap |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception July 28, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 3.45 | 4.41 |
| 3 month (%) | 8.85 | 4.76 |
| 1 year (%) | 30.31 | 2.09 |
| Annualized since inception (%) | 9.03 | 0.68 |
| Since inception (%) | 47.78 | n/a |
| Sharpe (annualized) | 0.45 | 0.01 |
| % of positive months | 60.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Time for T-Bonds August 26, 2009
I sold out my gold position a few weeks ago, relieved for now that inflation risk has been pretty well-balanced, and decided to go for 20+ year treasury bonds through the TLT Barclays ETF.
There is certainly a flood of debt coming onto the market, but I remain in the same recovery mindset -- things are not as good as the enthusiasm, but not as bad as the pessimism.
There has been quite a bit of interday movement in government bonds, but I'm not interested in the short-term outlook. I'll be holding......
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Selling out of junk bonds June 19, 2009
I got into HIO late last year to get in on a spectacular opportunity in junk paper -- the credit market was frozen and people were pricing in some kind of superdepression which seemed, well, not entirely likely.
Now that it's come back nearly to pre-crisis levels and my position is up 25% before dividends I figured I should wrap up my holdings before volatility kicks in again. So I sold off into the active bids at 3:45, producing the dip from 5.10 to 5.07 you see in today's chart.
However, I'm......
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A Super Tuesday Buy: Harris Interactive @ $2.55 February 05, 2008
Stocks were on sale today, so I went shopping and picked up Harris Interactive just in time for Super Tuesday. They have a great reputation in market research. At 1/14th of earnings, they seem like a good buy for a company which has good prospects of business opportunities. Their ex-goodwill book value is pretty skimpy, but for an intellectual service company like theirs I can forgive that.
Situationally, they got to this price after announcing a down quarter. These are often great buying......
- Job Title Consultant
- Industry Computer Games
- Expertise 5-10 years
- Education School of Hard Knocks
- Year of Birth 1975
- 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.