Analytic Investment Profile Picture
Manager Disclosure Document

Analytic Investment

Investment Adviser

Investment portfolio

Analytic Investment Focus Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.45

365 days

Manager performance
0.00806,0.01802,-0.00885,-0.00171,-0.03883,-0.01251,0.00004,0.00252,-0.01777,0.00357,-0.00804,-0.01880,-0.01162,-0.01197,0.00804,0.01568,-0.00455,-0.01099,-0.00316,-0.00183,0.01374,-0.00844,0.01063,-0.00162,0.00930,0.00859,-0.00129,-0.00482,0.00372,0.00054,-0.00203,0.00420,0.01948,0.00515,0.00981,0.00191,-0.00402,-0.00536,0.00671,-0.00414,0.00781,0.00771,-0.00416,0.01059,-0.00445,-0.01517,0.00747,0.00315,0.00126,0.00499,0.01139,-0.00342,0.00482,-0.01131,-0.00336,0.00900,-0.00447,0.00154,0.01079,-0.01030,0.00364,-0.01062,0.01820,-0.00074,0.00746,-0.00429,-0.00324,-0.00893,-0.01586,-0.00071,-0.00443,-0.02371,-0.00303,0.00895,-0.00744,0.00459,-0.01053,0.01003,0.01597,-0.00462,0.01176,0.00620,-0.00206,0.02225,0.00547,-0.00217,-0.00147,0.01271,0.02031,0.00638,0.00388,-0.00043,0.00907,0.00613,-0.00471,-0.00471,0.00136,0.00441,-0.00612,-0.00195,-0.00905,-0.02111,-0.04838,0.01359,0.00523,-0.00070,-0.00030,-0.02796,-0.00443,-0.00417,-0.01194,0.02253,0.00513,-0.00675,-0.01850,-0.00044,0.01202,-0.01480,-0.01032,0.00909,-0.02560,-0.01104,-0.01829,-0.00343,0.00379,0.02970,0.00851,0.00693,0.02249,0.00856,0.01806,0.01582,0.00315,0.02631,-0.00848,-0.00581,0.00295,-0.00328,-0.00235,0.00510,-0.00092,0.00135,-0.00541,0.00152,-0.00016,-0.01191,-0.00032,0.00318,0.01164,0.00023,0.01534,-0.00270,0.01596,-0.00344,0.00653,-0.01340,-0.02476,0.01395,0.01798,-0.00244,0.02004,-0.03702,0.01290,-0.03014,0.01236,-0.01339,-0.01586,-0.00561,0.02771,0.01307,0.00270,0.00788,0.00404,0.00724,0.01949,0.00133,-0.00476,0.00270,-0.01235,-0.01913,-0.01900,0.00715,0.01262,0.00917,-0.00073,-0.00898,-0.00762,-0.01865,0.01957,0.00393,0.00106,0.00874,-0.00397,0.01855,-0.00504,-0.00560,-0.00114,-0.01295,0.01073,0.01148,-0.01216,0.00392,-0.01262,-0.00575,0.00972,0.00144,0.00532,0.00087,0.00387,0.00216,0.00626,-0.00155,-0.00044,0.01190,0.00339,0.00783,0.00172,0.00518,0.00112,-0.00394,0.00022,0.00067,0.00509,-0.00957,-0.00312,0.00872,-0.00473,-0.00012,0.00661,0.00134,0.00038,0.00090,0.00121,0.00363,-0.01800,0.00045,0.00171,0.01313,-0.00260,-0.00156,0.00343,0.01200,0.00572,0.00728,0.00107,0.00758,0.00748,-0.00847,0.00960,-0.01774,-0.01090:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
8.2%

365 days

Risk score

2% fee
$50,000 minimum


Analytic Investment Dividend

See full details
  • Strategy
    Yield
Sharpe ratio
1.03

365 days

Manager performance
0.00154,0.00792,-0.00655,-0.00001,-0.00656,0.00347,-0.00157,0.00506,-0.00222,0.00064,-0.00105,-0.00360,0.00694,-0.00777,0.00490,0.01606,-0.00880,-0.01001,-0.00709,0.00472,0.00284,-0.01045,0.00687,0.00289,0.00816,0.00778,0.00003,0.00413,0.00111,-0.00247,-0.00147,0.00227,0.01458,0.00423,0.00263,-0.00149,-0.00773,-0.00635,0.00110,0.00087,0.00376,0.00726,0.00341,0.00101,-0.00558,-0.00308,0.00363,0.00022,0.00598,0.00432,0.01074,-0.00501,0.00672,-0.00444,-0.00430,0.00094,-0.00518,-0.00182,0.00363,-0.00429,0.00148,-0.00948,0.01195,-0.00733,0.00316,0.00178,0.00215,-0.00697,-0.00263,-0.00298,-0.00076,-0.01705,-0.00472,0.00485,-0.00425,0.00226,0.00027,0.01019,0.00556,-0.00216,0.00593,0.00305,-0.00028,0.00847,0.00571,-0.00263,0.00256,-0.00166,0.00342,0.00128,0.00329,-0.00250,0.00302,0.00271,-0.00134,0.00041,0.00461,-0.00127,-0.01099,-0.00070,0.00167,-0.01058,-0.00190,0.00377,-0.00077,0.00127,-0.00260,-0.01072,-0.00966,0.00629,-0.01292,0.00753,-0.00136,-0.00809,-0.00627,0.00310,0.01091,-0.00130,-0.01194,0.01758,-0.01740,-0.00208,-0.00212,0.00908,0.00225,0.00575,0.00351,0.01072,0.01480,-0.00790,0.01346,-0.00019,-0.00055,0.01723,-0.00195,0.00705,0.01108,-0.00199,0.00013,0.00441,-0.00471,-0.00057,0.00389,-0.00383,0.00297,-0.00379,-0.00349,-0.00159,0.00116,-0.00723,0.00677,0.00261,0.00351,-0.00131,-0.00391,-0.00592,-0.01170,0.00831,0.00370,-0.00175,0.00297,-0.00463,0.00402,-0.01807,0.00273,-0.01379,-0.00569,0.00432,0.02357,0.01454,0.00430,0.00483,0.00465,0.00001,0.00425,0.00184,-0.00191,-0.00968,0.00118,-0.01156,-0.00815,0.00905,0.01149,-0.00778,0.00063,0.00191,-0.00167,-0.01180,0.01270,-0.00424,0.00394,0.01831,-0.00722,0.01064,-0.00825,-0.01359,0.00975,-0.02019,0.00889,0.01810,-0.00788,0.01021,-0.00004,-0.00203,0.00256,-0.00206,0.01653,0.00151,-0.00101,0.00082,-0.00288,0.00285,-0.00213,-0.00409,0.00094,-0.00533,0.00023,0.00225,-0.00315,-0.00736,0.00359,-0.01116,0.00049,-0.01416,0.00205,0.01092,-0.00658,0.00725,0.00072,0.01160,-0.00514,0.01017,0.00155,-0.00198,-0.00979,-0.00039,-0.00494,0.01051,-0.00312,-0.00178,0.00266,0.00845,-0.00611,0.00302,0.00154,0.00965,-0.00528,0.00140,0.00721,-0.00042,-0.01045:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
11.6%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Enterprise Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.62

365 days

Manager performance
0.00977,0.01470,-0.00361,-0.00319,-0.02330,-0.00759,0.00276,0.01046,-0.00187,0.00467,-0.00349,-0.01134,0.00417,-0.00830,-0.00042,0.02113,-0.00444,-0.00993,-0.01009,0.00534,0.01669,-0.00182,0.00929,0.00352,0.01155,0.00487,0.00012,0.00485,0.00384,-0.00354,0.00641,0.00572,0.01729,0.00353,0.01279,-0.00213,-0.00238,-0.00625,0.00408,-0.01010,0.00879,0.00841,-0.00214,0.00827,0.00360,-0.01679,0.00295,-0.00004,-0.00160,0.00434,0.00902,-0.00094,0.00826,-0.01628,0.00013,0.01417,-0.00545,-0.00066,0.00756,-0.01357,0.00168,-0.01248,0.02083,-0.00634,0.00318,-0.00639,0.00026,-0.01455,-0.00708,0.00221,0.00892,-0.03278,0.00006,-0.00067,-0.02044,0.00612,-0.00438,0.00767,0.00287,-0.00773,0.00169,-0.00043,0.00523,0.01431,0.00180,-0.00289,0.00561,0.00160,0.00842,0.00219,0.00725,-0.00130,0.00767,0.00035,0.00547,-0.01067,0.00542,-0.00170,-0.00503,-0.00221,-0.00088,-0.00818,-0.02046,0.01083,-0.00664,0.00044,-0.01354,-0.01556,-0.00631,0.00733,-0.01854,0.01530,-0.00449,-0.01053,-0.01836,-0.00922,0.00399,-0.00229,-0.01407,0.00900,-0.02540,-0.02068,-0.01140,-0.00115,-0.00332,0.01665,0.01127,0.00924,0.02044,-0.00485,0.01493,0.00589,-0.00523,0.01531,-0.00342,0.00552,0.01475,0.00064,-0.00915,-0.00067,0.00886,0.00466,0.00307,-0.00477,0.00014,-0.00996,0.00510,0.00645,0.00713,-0.00126,0.01170,0.00998,0.00806,0.00023,0.00697,-0.02480,-0.01375,0.00717,0.01548,-0.00515,0.00803,-0.02503,0.00735,-0.02267,0.01127,-0.01524,-0.01341,-0.00868,0.01803,0.01441,0.00052,0.00821,0.00654,0.01071,0.00903,-0.00539,-0.00297,-0.00172,-0.00894,-0.00778,-0.01451,0.01409,0.01418,-0.00076,-0.00262,0.00437,-0.00335,-0.01211,0.01196,0.00131,-0.00388,0.01597,0.00022,0.01025,-0.00672,-0.01177,0.00227,-0.01674,0.00244,0.01924,-0.00082,0.00188,-0.00597,-0.00663,0.00810,0.00346,0.01396,0.00402,0.00755,-0.00168,0.00294,0.00020,-0.00314,0.01298,0.00083,-0.00352,-0.00238,0.00531,-0.00565,-0.00290,0.00892,-0.01032,0.00770,-0.01181,0.01351,0.00833,0.00424,0.00497,0.01199,0.01173,-0.00361,0.00086,-0.00204,0.00459,-0.01638,-0.00110,0.00368,0.01020,-0.00399,0.00372,0.00428,0.00264,-0.00485,0.00580,0.00001,0.00463,-0.00063,-0.00094,0.00085,-0.00370,-0.01410:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
9.5%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Opportunistic Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.86

365 days

Manager performance
0.01220,0.01540,-0.00761,0.00749,-0.04180,-0.01913,0.00296,-0.00486,-0.01636,0.00629,-0.00293,-0.00461,-0.01000,-0.00955,0.00557,0.01779,-0.00728,-0.00544,-0.00600,-0.01477,0.02143,0.00168,0.01984,0.00746,0.00890,0.01356,0.00543,-0.00223,-0.00007,-0.01078,-0.00005,0.00720,0.01789,0.00179,0.01690,-0.00483,0.01299,-0.01551,-0.00067,-0.00023,0.01857,0.00804,-0.00777,0.00413,-0.01197,-0.01440,0.01266,0.00191,-0.00249,0.01082,0.01028,-0.01171,0.01040,-0.01794,0.00203,0.00136,-0.00994,-0.00615,0.01833,-0.00205,0.00127,-0.00845,0.01981,0.00402,0.00814,-0.00748,-0.00323,-0.00789,-0.00026,-0.00454,-0.01163,-0.02375,-0.00162,0.00079,-0.00809,0.00679,-0.00633,0.00748,0.01455,0.00026,0.01115,0.00001,0.00148,0.01630,0.00467,-0.00446,0.00268,0.00956,0.01068,0.00606,0.00295,0.00325,0.01115,0.00933,0.00195,-0.00038,0.00480,0.00702,-0.01372,0.00123,-0.00892,-0.01616,-0.03531,0.00487,-0.00090,0.00171,-0.01074,-0.02949,-0.00267,-0.00053,-0.01570,0.01529,0.00671,-0.00705,-0.01163,0.00245,0.00712,-0.01618,-0.00806,0.01219,-0.02091,-0.01127,-0.01710,0.00420,0.00383,0.02798,-0.00030,0.00975,0.01944,0.00662,0.01610,0.00133,-0.00195,0.02471,0.00417,-0.00548,0.00032,-0.00484,-0.00683,0.00646,0.03629,0.00628,0.01340,-0.00853,0.00696,-0.02134,0.00397,0.00963,0.01699,-0.00090,0.01849,-0.00335,0.00809,0.00017,0.01307,-0.01867,-0.01935,0.02021,0.00972,-0.00655,0.01351,-0.02104,0.00610,-0.02181,0.02559,-0.00875,-0.01025,-0.01219,0.01584,0.00819,0.00615,0.00141,-0.00383,0.00322,0.01687,-0.00671,-0.00634,0.00313,-0.00482,-0.00954,-0.01440,0.00326,0.00579,0.00652,0.00572,0.00166,-0.01423,-0.01078,0.01997,-0.00831,-0.00546,0.00340,-0.00321,0.01316,-0.00249,-0.01254,-0.00377,-0.01599,0.00050,0.02046,-0.00487,0.00845,-0.01430,-0.00098,0.00625,0.00004,0.01328,0.00905,0.00330,-0.00144,0.00367,-0.00724,-0.00108,0.00640,-0.00629,0.00950,0.00400,-0.00065,-0.00118,-0.01536,0.01010,-0.00492,0.00379,-0.01197,0.01157,0.00630,0.00369,-0.00146,0.00214,0.00224,0.00520,0.00230,0.00357,0.00296,-0.00841,-0.00388,0.00133,0.00767,0.00102,-0.00373,0.00620,0.00673,0.00240,0.00229,-0.00432,0.00707,0.00429,-0.00606,0.01121,-0.01110,-0.01300:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
15.0%

365 days

Risk score

2% fee
$50,000 minimum


Analytic Investment Earnings Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.44

365 days

Manager performance
0.01481,0.01277,-0.00835,0.00501,-0.02133,-0.00022,0.00603,0.00594,-0.01074,0.00523,0.00039,-0.01829,0.00077,-0.03105,-0.00102,0.03213,-0.01821,-0.01122,-0.00854,0.00904,0.01552,-0.00869,0.01369,0.00151,0.01041,0.01291,0.00421,0.00569,-0.00141,-0.01867,0.00259,0.00487,0.02105,0.00886,0.01580,-0.00686,0.00190,-0.00745,0.01101,-0.00202,0.00818,0.00798,0.00049,0.01489,-0.00923,-0.02072,0.00344,-0.00062,-0.00846,0.00920,0.01613,-0.00682,0.00453,-0.02107,0.00588,0.00910,-0.01217,0.00561,0.01817,-0.00238,-0.00045,-0.01187,0.02483,0.00076,0.01872,-0.00302,-0.00999,-0.01404,0.01201,-0.00554,-0.00479,-0.01740,0.00375,0.01846,-0.01239,0.01050,-0.00702,0.01018,0.02153,-0.01347,0.00823,-0.00229,-0.00165,0.02030,0.00408,-0.00329,-0.00094,0.00902,0.02065,0.00334,0.00607,-0.00873,0.01191,0.02487,0.00576,-0.00347,0.00931,-0.00044,-0.01216,-0.00530,-0.00466,-0.01314,-0.02631,0.01506,0.00032,-0.00029,-0.00618,-0.02098,-0.00178,0.00717,-0.01809,0.01416,0.00230,0.00253,-0.02113,0.00005,0.01517,-0.00648,-0.01524,0.01055,-0.02314,-0.02039,-0.01951,0.00285,0.00528,0.01037,0.00984,0.00612,0.02568,-0.01107,0.01477,0.01447,0.00122,0.03035,0.00017,0.00680,0.01170,-0.00415,-0.00721,-0.00035,0.00154,-0.00474,0.00016,0.00002,0.00265,-0.00333,-0.00130,-0.00347,0.00504,-0.00569,0.00366,0.00219,0.00339,0.00834,0.00692,-0.01166,-0.00773,0.00929,0.00483,-0.00555,-0.00008,-0.01076,0.00526,-0.01453,-0.00223,-0.01415,-0.00891,-0.00387,0.01337,0.01124,0.00345,0.00568,-0.00326,0.00262,0.00319,-0.00110,-0.00231,-0.00810,-0.00418,-0.00757,-0.00835,0.00861,0.01419,-0.00736,-0.00620,-0.00015,0.00085,-0.00292,0.00767,-0.00159,0.00331,0.01748,-0.00190,0.00557,-0.00697,-0.01637,0.00975,-0.01202,0.01151,0.01284,-0.00317,0.01376,-0.00431,-0.00349,0.00877,-0.00311,0.00994,0.00817,0.00303,0.00104,0.00597,0.00328,-0.00262,0.00211,-0.00588,-0.00214,-0.00028,0.00780,-0.00512,0.00132,0.00507,-0.00779,0.00707,-0.01167,0.00130,0.00624,-0.00378,0.00200,0.00479,0.00935,0.00035,0.00689,0.00380,0.00067,-0.01484,-0.00224,0.00527,0.01174,-0.00128,-0.00373,0.00562,0.00504,-0.00257,0.00581,0.00789,0.00063,0.00000,-0.00102,0.00325,-0.00020,-0.01266:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
23.6%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Focus Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.29

365 days

Manager performance
0.01426,0.01049,-0.00808,0.00002,-0.02444,-0.00572,0.00627,0.01016,-0.01010,0.00406,0.00330,-0.00828,0.00123,-0.00058,-0.00395,0.01801,-0.00199,-0.00176,-0.00878,0.00455,0.00655,-0.01174,0.00516,0.00304,0.00972,0.01768,-0.00258,0.00438,-0.00104,0.00196,0.00106,0.00559,0.00771,0.00382,-0.00484,0.00383,0.00154,-0.00919,0.00769,0.00145,0.00703,0.00668,-0.00257,0.00875,-0.00293,-0.00387,0.00387,-0.00138,0.00138,0.00668,0.01636,0.00441,0.00543,-0.00999,-0.00633,0.00346,0.00013,0.00833,0.00730,0.00000,0.01211,-0.01212,0.02225,-0.00149,0.00767,-0.00505,0.00485,-0.00734,-0.00219,-0.00818,-0.00433,-0.02832,0.00167,0.00996,-0.00949,-0.00042,-0.01205,0.01071,0.00631,-0.00052,0.01099,0.00560,0.00355,0.00900,0.00514,0.00461,0.00405,-0.00056,0.00315,-0.00209,0.00341,0.00074,0.00588,0.00294,-0.00074,-0.00543,0.00542,0.00095,-0.00712,0.00432,0.00066,-0.00705,-0.00782,0.01276,-0.00004,0.01264,-0.00468,-0.00918,-0.00814,0.01119,-0.01906,0.00905,-0.00179,-0.00672,-0.01870,-0.00099,0.01521,-0.00406,-0.01675,0.02072,-0.02354,-0.03077,-0.02262,0.00183,-0.00070,-0.01337,0.02551,0.01601,0.02790,-0.01499,0.01481,0.01137,-0.00168,0.01067,0.00015,0.00703,0.01041,0.00057,0.00018,0.00229,0.00419,0.00208,0.00381,0.00103,0.00083,0.00230,-0.00017,0.00345,0.00922,-0.00278,0.00223,0.00103,0.00485,0.00055,0.00556,0.00087,-0.00836,0.00877,0.00922,0.00300,0.00308,-0.00500,-0.00085,-0.01733,0.00724,-0.01802,-0.00763,-0.00788,0.02063,0.02175,0.00479,0.00063,-0.00332,0.00249,0.00439,-0.00026,-0.00475,-0.01047,-0.00422,-0.01867,-0.00981,0.01214,0.01963,-0.00579,-0.01223,-0.00266,-0.00336,-0.00959,0.01370,0.00694,0.00429,0.01235,0.00112,0.00443,-0.00944,-0.02022,0.01379,-0.02099,0.00325,0.01323,-0.00374,0.00557,-0.00851,-0.00708,0.01407,0.00296,0.00601,0.00139,0.01039,0.00295,-0.00058,0.00870,0.00407,-0.00114,-0.00732,0.00464,-0.00196,0.00686,-0.00575,-0.00269,0.00025,-0.01329,0.00400,-0.01521,-0.00422,0.01246,-0.00342,0.01815,0.00002,0.01054,-0.00071,0.00447,-0.00183,-0.00637,-0.01855,-0.00365,0.00498,0.01348,-0.01232,-0.00721,0.00196,0.00299,-0.00393,0.00967,0.00698,0.00347,-0.00316,-0.00045,0.00208,-0.00020,-0.01100:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
19.3%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Equity Timing

See full details
  • Strategy
    ETF rotation
Sharpe ratio
-0.15

365 days

Manager performance
0.00682,0.00526,-0.00428,-0.00412,-0.00952,0.00323,0.00258,-0.00163,0.00000,0.00000,0.00000,0.00000,0.00000,-0.00069,0.00463,0.01146,-0.00504,-0.00841,-0.00341,0.00303,0.00557,-0.00778,0.00246,0.00507,0.00557,0.00751,-0.00290,0.00199,-0.00432,-0.00260,-0.00244,0.00383,0.02096,0.00981,0.00880,-0.00223,-0.00482,-0.00576,0.00201,0.00401,0.00781,0.00661,0.00078,0.00394,-0.00244,-0.00951,0.00000,0.00000,0.00000,-0.00163,0.00000,-0.00017,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00063,0.00587,-0.02455,0.01756,-0.00610,0.00498,-0.00220,0.00188,-0.00727,0.00133,0.00022,-0.00404,-0.02503,-0.02478,0.01977,-0.03398,-0.00235,-0.00942,0.03013,0.03027,0.00536,0.04364,0.02535,-0.00037,0.02935,0.00753,-0.00605,-0.00233,0.00287,0.00823,-0.00675,-0.00554,-0.01348,0.00383,-0.00507,0.00911,-0.00199,0.01609,-0.00178,-0.02330,0.00670,0.00275,-0.02266,-0.02529,0.04877,0.00199,0.00000,0.00000,0.00000,-0.00631,0.02238,-0.04681,0.02496,-0.01936,-0.01815,-0.03441,0.00990,0.05988,-0.01775,-0.06846,0.07923,-0.09062,-0.11246,-0.10507,0.00841,-0.01564,-0.03919,0.04189,0.07583,0.07409,-0.08058,0.06473,0.00998,0.01297,0.06583,-0.01773,-0.00349,0.02317,-0.01596,0.00782,0.01236,0.02470,0.01496,0.03712,0.00105,-0.01288,-0.01279,-0.00243,0.00243,0.01673,-0.02441,0.01006,0.02127,0.02110,0.00620,0.01643,-0.02856,-0.04178,0.05200,0.01570,-0.00127,0.01751,-0.03966,-0.01558,-0.10157,-0.06431,-0.05429,0.02522,-0.05017,0.09099,0.03311,0.00514,0.05084,-0.00086,0.00659,-0.01053,0.00173,-0.02412,-0.08472,0.01765,-0.06957,-0.02440,0.03370,0.06284,-0.03794,-0.04897,-0.02799,-0.01920,-0.03009,0.01906,0.00880,0.04617,0.06602,-0.02738,0.04608,-0.04774,-0.08664,0.02542,-0.10415,0.05923,0.04647,-0.02780,0.03417,-0.04237,-0.00450,0.03729,-0.00545,0.06116,0.01222,-0.00306,0.00818,0.02181,0.03608,-0.00463,0.04108,-0.00678,0.01195,0.00368,0.00991,-0.01191,-0.00389,-0.00130,-0.05493,0.02034,-0.00559,0.00806,0.01691,-0.01383,0.03443,0.00815,0.04686,-0.01371,0.02043,-0.00395,0.00637,-0.03444,-0.02766,0.02107,0.00959,-0.01050,0.01655,-0.01303,0.00078,0.00887,0.00492,-0.01378,0.00940,-0.00385,0.01342,0.00522,-0.00843,0.00118:#0c3557:Manager 0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131:#c8c8c8:S&P_500
-7.0%

365 days

Risk score

2% fee
$30,000 minimum


Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.