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
0.07

365 days

Manager performance
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1.6%

365 days

Risk score

2% fee
$50,000 minimum


Analytic Investment Dividend

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  • Strategy
    Yield
Sharpe ratio
1.20

365 days

Manager performance
-0.00763,0.00738,0.00888,0.00362,0.00306,-0.00248,-0.00055,-0.00094,-0.01024,0.00427,-0.00635,0.00607,-0.00572,-0.00214,0.00229,-0.00907,0.00909,0.00572,-0.00116,-0.00270,0.00820,0.00216,-0.00588,-0.01698,-0.00864,0.00598,-0.01065,0.00630,-0.00302,-0.02581,0.00712,-0.00663,0.01002,0.00711,0.00189,0.01095,-0.00397,0.01288,0.00809,0.00191,-0.00548,0.00814,0.00314,0.00530,-0.00236,0.00345,0.00752,0.00274,0.00114,0.02111,-0.00634,-0.00291,0.00010,-0.00095,-0.00632,0.00315,-0.00726,0.00405,0.00628,0.00499,-0.00884,0.00456,0.00412,-0.00216,0.00519,-0.00820,-0.00181,0.00187,0.01165,0.00838,0.00318,-0.00215,-0.01177,-0.00964,0.00732,0.00408,-0.01301,-0.00700,0.00482,0.00502,0.00618,0.00458,0.00154,0.00792,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
13.5%

365 days

Risk score

1% fee
$30,000 minimum


Analytic Investment Enterprise Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.54

365 days

Manager performance
-0.00139,0.01483,0.01391,-0.00245,0.00001,-0.00762,-0.00557,0.00717,-0.01921,0.00509,-0.00842,0.01230,-0.00459,0.00878,0.00555,-0.01515,0.01175,0.00751,0.00074,-0.00363,0.00230,-0.00168,-0.02270,-0.03026,-0.00408,0.01088,-0.01618,0.01086,-0.01504,-0.03880,0.01619,-0.00620,0.01648,0.01780,-0.00458,0.01138,0.01639,0.01634,0.00515,0.01463,-0.00650,0.01911,-0.00033,0.00123,-0.00348,0.00384,0.00711,0.00081,0.00350,0.02704,0.00836,0.01187,0.00194,0.01007,-0.00964,0.00322,-0.00798,0.00304,0.00866,0.01000,-0.00302,0.00117,-0.00195,-0.01039,0.00102,-0.01361,-0.00240,0.00962,0.01762,0.01923,0.00711,-0.00745,-0.01698,-0.01001,0.01245,0.01324,-0.01650,-0.01491,-0.00574,-0.00299,0.01199,0.00487,0.00977,0.01470,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
9.4%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Opportunistic Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.58

365 days

Manager performance
0.00578,0.02622,0.00931,0.00304,0.00100,-0.01050,0.00074,0.01331,-0.01256,0.01896,0.00576,0.01793,-0.00488,0.00363,-0.00198,-0.01419,0.01373,0.00769,-0.00221,-0.00850,0.00968,0.00197,-0.01619,-0.02350,-0.01553,0.02308,-0.01323,0.01157,-0.00758,-0.03591,0.01104,-0.01199,0.00744,0.01366,0.00037,0.01078,0.00499,0.00816,-0.00446,0.01768,0.00408,0.01481,0.00139,0.00603,-0.00200,0.01165,0.01274,0.00102,0.00765,0.02218,0.00572,0.00817,-0.00410,0.01888,-0.01937,0.01009,-0.00786,0.00564,0.00144,0.01482,0.00766,0.00605,0.00487,-0.01317,-0.00308,-0.01806,-0.01528,0.01961,0.02295,0.02440,0.00531,-0.01599,-0.01695,-0.00926,0.01641,0.00759,-0.01628,-0.01782,-0.01428,0.00601,0.01034,0.00240,0.01220,0.01540,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
31.2%

365 days

Risk score

2% fee
$50,000 minimum


Analytic Investment Earnings Growth

See full details
  • Strategy
    Aggressive
Sharpe ratio
1.30

365 days

Manager performance
-0.00686,0.02186,0.00274,-0.00290,-0.00216,-0.00693,-0.00741,0.00642,-0.00276,0.00700,-0.00936,0.00296,0.01947,-0.00474,0.01144,0.01487,0.01730,0.01365,0.01423,0.01651,-0.01566,0.01836,-0.00523,-0.04315,-0.02403,0.02053,-0.01308,0.02228,-0.00085,-0.02554,0.01296,-0.00657,-0.00041,0.01067,0.00601,0.01605,-0.00418,0.00467,0.00779,0.00679,-0.00248,0.02984,-0.01039,0.01783,0.00933,0.00012,0.01397,-0.01382,-0.00830,0.02887,0.03915,0.00527,0.00378,0.00117,-0.01138,0.00131,-0.01754,-0.00494,-0.00219,0.04215,-0.00665,-0.00954,-0.00091,-0.03611,0.01939,-0.02786,0.00266,-0.01696,0.03478,0.01394,0.01044,-0.02643,-0.02099,-0.01647,0.00872,0.02019,-0.03165,-0.01660,-0.00845,-0.01196,0.02295,0.00946,0.01481,0.01277,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
27.9%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Focus Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.59

365 days

Manager performance
-0.00094,0.01552,0.00492,0.00353,0.00372,-0.00233,0.00341,0.00574,-0.01221,-0.00260,-0.00494,0.02064,0.02095,-0.01059,0.00575,-0.01321,0.02429,0.00519,-0.00047,-0.00555,0.00674,0.00604,-0.00908,-0.03165,-0.00638,-0.00961,-0.00170,0.02377,-0.00805,-0.03154,0.00822,-0.00369,0.01460,0.01889,0.00413,0.00526,0.00615,0.01057,0.00498,0.00418,-0.00656,0.00641,0.00477,0.00542,-0.00786,0.00297,0.00179,-0.00435,-0.00096,0.01663,0.00091,-0.00822,-0.01236,0.00562,-0.01016,0.00502,-0.01444,-0.00153,0.00889,0.01198,-0.00434,0.00863,-0.00674,-0.01311,0.00914,-0.00828,-0.00557,0.00015,0.01827,0.01711,0.00388,-0.00732,-0.02984,-0.01479,0.01129,0.01678,-0.03119,-0.01244,0.01317,0.00175,0.01145,0.00666,0.01426,0.01049,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
26.4%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Tactical Fixed Income

See full details
  • Strategy
    Yield
Sharpe ratio
-0.03

365 days

Manager performance
0.00152,0.00463,0.01602,0.00087,0.00174,-0.00860,-0.00232,0.00885,-0.00152,0.00203,-0.00220,0.00306,0.00308,0.00060,0.00334,-0.00046,0.00083,0.00060,0.00106,0.00876,0.00798,-0.00263,-0.00190,-0.01207,-0.00944,0.00471,-0.00717,0.00517,0.00258,-0.00612,0.00593,-0.00215,0.00395,0.00370,0.00346,0.00345,-0.00175,0.00136,0.00429,-0.00110,0.00018,-0.00132,0.00332,0.00388,0.00044,-0.00084,0.00504,0.00387,-0.00069,0.00302,-0.00076,-0.00233,-0.00639,0.00414,-0.00011,-0.00062,-0.00470,-0.00059,-0.00015,0.00489,-0.00442,-0.00030,0.00345,-0.00390,0.00257,-0.00100,0.00013,0.00515,0.00220,-0.00014,-0.00347,-0.00010,0.00097,-0.00086,0.00404,0.00273,0.00056,-0.00229,-0.00024,-0.00191,0.00095,-0.00203,0.00041,0.00370,0.00219,0.00014,0.00112,-0.00039,0.00075,0.00418,0.00083,0.00095,-0.00189,0.00070,0.00069,0.00230,0.00161,-0.00071,-0.00109,-0.00128,-0.00446,0.00348,-0.00012,-0.00141,0.00016,0.00082,0.00039,-0.00784,-0.00001,0.00121,0.00504,-0.00358,-0.00092,-0.00003,0.00201,0.00277,0.00027,0.00251,0.00158,0.00210,-0.00183,-0.00460,-0.00147,-0.00092,-0.00268,0.00246,-0.00058,0.00044,-0.00076,0.00113,0.00187,0.00816,-0.00139,-0.00487,-0.00380,0.00155,0.00089,-0.00083,-0.00187,0.00248,0.00186,-0.00032,-0.00368,-0.00431,0.00118,-0.00221,0.00236,0.00219,0.00012,-0.00086,-0.00006,-0.00032,-0.00632,-0.00941,-0.00378,0.00064,-0.00496,0.00029,0.00206,0.00390,0.00650,0.00332,-0.00224,0.00016,0.00204,0.00359,0.00348,-0.00187,-0.00101,-0.00232,-0.00288,0.00297,0.00104,-0.00028,0.00550,-0.00030,0.00050,-0.00330,0.00180,-0.00317,-0.00360,0.00099,-0.00174,-0.00257,-0.00322,-0.00171,-0.00304,0.00217,0.00236,-0.00345,-0.00110,-0.00226,-0.00712,-0.00407,-0.00197,0.00979,-0.00158,-0.00265,0.00412,0.00520,-0.00081,0.00343,-0.00517,-0.00886,-0.00643,-0.00069,-0.00752,0.00417,0.01035,0.00328,0.00737,-0.00234,0.00390,0.00133,-0.00244,0.00539,-0.00409,0.00024,0.00862,-0.00079,-0.00093,-0.00108,-0.00112,0.00034,-0.00251,0.00058,-0.00049,-0.00509,-0.00093,-0.00491,-0.00054,-0.00208,-0.00204,0.00469,0.00223,0.00267,0.00285,0.00680,-0.00395,-0.00328,0.00006,-0.00413,-0.00449,-0.00782,-0.00578,-0.00951,-0.00236,-0.01206,-0.00726,-0.01170,0.00950,0.01169:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
-0.1%

365 days

Risk score

0.5% fee
$10,000 minimum


Analytic Investment Equity Timing

See full details
  • Strategy
    ETF rotation
Sharpe ratio
-0.11

365 days

Manager performance
-0.00901,0.01333,0.01824,0.00603,0.00305,-0.00246,-0.00320,-0.00135,-0.00324,0.00080,0.00282,0.00758,-0.00058,-0.00106,0.00783,-0.01218,0.01379,-0.00125,-0.00211,-0.00023,0.00684,0.00730,-0.01217,-0.04201,-0.01494,0.01777,-0.02912,0.01387,-0.03037,-0.04126,0.00812,-0.01469,0.03288,0.02548,0.00229,0.01705,0.00969,0.01019,0.00659,0.01140,-0.02959,0.01991,-0.00173,0.00812,-0.00017,-0.00056,0.00484,-0.01514,0.00000,0.00000,0.00000,0.00000,0.00141,0.00357,-0.00816,0.00332,-0.01581,-0.01200,0.02740,0.03227,-0.00816,0.00191,-0.00412,-0.01037,0.00441,-0.02000,-0.00008,0.00681,0.02520,0.03133,0.00089,-0.00490,-0.01589,-0.01240,0.00778,0.01292,-0.02808,-0.01364,0.00316,0.01292,0.02366,0.00703,0.00682,0.00526,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
-4.2%

365 days

Risk score

2% fee
$30,000 minimum


Portfolio commentary

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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.