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
-0.21

365 days

Manager performance
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,-0.00667,0.00410,0.00639,-0.00385,-0.00052,-0.02299,0.00358,-0.00157,-0.01752,0.00723,-0.00925,-0.01173,0.00497,0.00090,0.00534,0.00248,0.00257,0.01311,0.01129,0.00106,0.01645,-0.00311,0.00670,0.00150,0.00051,-0.00828,0.01159,0.00037,-0.00458,0.00266,0.01165,0.00589,-0.00519,-0.00123,-0.01212,0.00321,0.00579,0.00226,0.00349,-0.00635,-0.00229,-0.00158,0.00329,0.00077,-0.00536,0.00911,-0.00395,0.00032,-0.01274,-0.02187,0.01176,0.01871,-0.01120,0.00000,0.00653,-0.01433,-0.02053,0.00784,0.01740,0.00141,0.01329,-0.00318,0.00761,0.00229,-0.01725,0.00187,-0.00622,-0.01361,-0.02498,-0.00584,0.00582,0.00587,0.00607,0.00408,-0.01479,0.00379,0.01508,-0.02283,0.00076,0.00905,-0.00458,0.01067,0.00394,0.00652,0.00901,-0.01273,-0.00657,-0.02156,-0.02169,-0.04009,0.00003,0.03149:#0c3557:Manager 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,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911:#c8c8c8:S&P_500
-3.9%

365 days

Risk score

1.5% fee
$50,000 minimum


Analytic Investment Dividend

See full details
  • Strategy
    Yield
Sharpe ratio
-0.77

365 days

Manager performance
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,-0.01045,0.00450,-0.00619,0.00275,0.00405,-0.00138,-0.00948,0.00380,-0.00565,-0.00889,0.00298,0.00124,-0.01259,-0.00351,0.00048,0.00862,-0.00507,-0.00368,-0.00022,0.00617,0.00041,0.00572,-0.00372,-0.00089,0.00296,-0.00339,-0.01010,0.00592,-0.00147,-0.00666,-0.00116,0.00409,0.00071,-0.00669,-0.00187,-0.00531,-0.00353,0.01251,0.00339,-0.00532,-0.00721,0.00670,0.00035,0.00903,-0.00329,0.00086,0.00294,-0.00789,-0.00991,0.00065,-0.02220,0.00125,0.01038,-0.00369,0.00043,-0.00155,0.00559,-0.01420,-0.00209,0.01196,0.00825,0.00027,-0.00050,0.00834,-0.00580,-0.00411,-0.00555,0.00079,-0.00852,-0.01030,-0.01000,0.00861,0.00766,-0.00276,0.00173,-0.00058,-0.00277,0.00045,-0.00679,-0.00400,0.01172,-0.00575,-0.00069,-0.00418,0.00501,0.00537,-0.00494,-0.01096,-0.01419,-0.02901,-0.04131,-0.01116,0.02700:#0c3557:Manager 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,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911:#c8c8c8:S&P_500
-9.9%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Enterprise Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.82

365 days

Manager performance
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,-0.01410,0.00528,0.00409,0.01090,0.00355,-0.00389,-0.00757,0.00808,-0.01040,-0.02606,0.01133,-0.00212,-0.01436,-0.00148,0.00231,0.01001,0.00707,-0.00366,0.00336,0.00629,0.00065,0.00848,0.00172,-0.00308,-0.00073,-0.00414,-0.00796,0.00330,0.00197,-0.01336,0.00145,0.01588,0.00128,-0.00749,0.00086,-0.00820,-0.00020,0.00871,0.00056,-0.00082,-0.01435,-0.00476,-0.01214,0.00074,-0.00220,0.01105,0.00604,-0.01191,-0.00142,-0.00805,-0.02328,0.00337,0.01032,-0.00524,0.00000,0.00112,-0.01589,-0.01721,0.00924,0.01502,0.00354,0.01150,-0.00693,0.01480,0.00143,-0.02080,-0.00228,-0.00579,-0.01296,-0.01960,-0.01573,0.00951,0.00511,0.00515,-0.00502,-0.00181,0.00303,0.01166,-0.00553,-0.00397,0.01474,-0.01129,-0.00749,0.00608,0.00821,0.00465,-0.00698,-0.01866,-0.02139,-0.02185,-0.04714,0.00144,0.02156:#0c3557:Manager 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,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911:#c8c8c8:S&P_500
-13.3%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Opportunistic Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.36

365 days

Manager performance
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,-0.01300,0.00640,-0.00216,-0.00068,-0.00513,-0.00488,-0.01095,0.00933,-0.00267,-0.01603,0.00354,-0.00793,-0.01123,-0.00635,0.00243,0.00822,0.00525,-0.00165,0.00763,0.01255,-0.00217,0.00106,-0.00042,0.00480,0.00184,-0.00328,-0.01375,0.00765,0.00604,-0.00803,0.00243,0.00648,0.00624,-0.00712,0.00921,-0.00636,0.00083,0.00775,0.00868,0.00569,-0.00776,0.00098,-0.00381,0.00480,-0.00644,-0.00475,-0.00097,-0.00895,-0.00243,-0.00816,-0.01444,0.00809,0.00653,-0.00798,0.00000,-0.00084,-0.00930,-0.01461,0.00798,0.01212,0.00504,0.00827,-0.00416,0.00684,0.00169,-0.01056,-0.00569,-0.00668,-0.01409,-0.00910,-0.01123,0.00498,0.00884,0.00825,-0.00806,-0.01163,0.00627,0.00648,-0.00708,-0.00490,0.00595,-0.01314,0.00314,0.00119,0.01172,0.00495,-0.00506,-0.01356,-0.01869,-0.01295,-0.03686,-0.00156,0.01602:#0c3557:Manager 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,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911:#c8c8c8:S&P_500
-5.9%

365 days

Risk score

1.5% fee
$50,000 minimum


Analytic Investment Earnings Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.10

365 days

Manager performance
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1.5%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Focus Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.07

365 days

Manager performance
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,-0.01100,0.00842,0.00417,0.00418,0.00151,-0.00025,-0.00366,-0.00136,-0.01007,-0.01129,0.01728,0.00171,-0.01267,-0.00155,0.00297,0.00677,-0.00141,-0.00170,0.00144,0.01021,0.00312,0.00693,-0.00205,-0.00195,0.00325,-0.00162,-0.01015,0.01246,0.00058,-0.00232,0.00290,-0.00309,0.00234,-0.00726,0.00056,-0.00829,0.00207,0.00947,0.00154,-0.00593,-0.00073,0.00680,0.00112,0.00906,0.00021,0.00550,-0.00098,-0.00383,0.00037,-0.00354,-0.01925,0.00160,0.00787,-0.00252,0.00002,-0.00784,0.00442,-0.01433,0.00491,0.01210,0.01229,0.00594,-0.00181,0.00778,-0.00096,-0.00136,-0.00281,-0.00052,-0.00405,-0.01144,-0.01033,0.01391,0.00907,0.00241,-0.00148,-0.00200,0.00221,0.00791,-0.01116,-0.00053,0.00928,-0.00751,0.00003,-0.00287,0.00153,0.00508,-0.00123,-0.00431,-0.02198,-0.03310,-0.03925,-0.00364,0.03302:#0c3557:Manager 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,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272,0.00718,-0.00031,0.00000,-0.00383,0.00609,-0.01636,0.00227,0.01234,0.01116,0.00446,-0.00072,0.00804,0.00111,0.00080,-0.00423,-0.00228,-0.00561,-0.01070,-0.00577,0.01239,0.00744,0.00011,-0.00226,-0.00275,-0.00222,0.00350,-0.00747,-0.00284,0.01283,-0.00937,0.00118,-0.00112,0.00392,0.00540,-0.00244,-0.00819,-0.02110,-0.03169,-0.03939,-0.01351,0.03911:#c8c8c8:S&P_500
1.1%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Equity Timing

See full details
  • Strategy
    ETF rotation
Sharpe ratio
-0.85

365 days

Manager performance
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-46.6%

365 days

Risk score

1.5% fee
$30,000 minimum


Portfolio commentary

  1. Gloomy consumers threaten US growth

    31 July 2015

    Consumer spending is at risk as sentiment hits a 10-month low.

  2. Why bank stocks are back in favor 2 June 2015
  3. How to profit from the merger mania 16 April 2015
  4. What you missed: Twitter, RadioShack, jobs, and volatility 9 February 2015
  5. What PetSmart’s buyout means for investors 17 December 2014

show more

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.