Analytic Investment Profile Picture Investment Adviser

Analytic Investment

Investment Advisor,Analytic Investment

  • EducationUniversity of Southern California; NTHU, Taiwan
  • QualificationsMS Computer Engineering, BSEE/BSPME
  • Founded2007

Equity Timing

The Equity Timing portfolio makes very short-term trades using stocks, as well as leveraged, inverse equity, and volatility ETFs. Position sizes are adjusted very frequently.

This is a concentrated portfolio and it may trade frequently.

Risk score

Risk Score 5

Best 30 days


Worst 30 days


  • 2.6%
    30 day
  • -1.6%
    90 day
  • -3.4%
    365 day
    December 01, 2011
Monthly vs S&P500
Analytic Investment - Equity Timing Monthly vs S&P500
-21.3% 12 months
  • Daytrader: $30k minimum account balance required.
  • $30,000 investment min
  • Margin account required
  • 2% fee


  • Debt Fund
  • Equity Fund

Holdings are only visible to invested clients.

If you'd like to discuss this portfolio, contact client relations at 1.866.825.3005.

Portfolio commentary

  1. What you missed: Twitter, RadioShack, jobs, and volatility

    9 February 2015

    5 stories that speak volumes about the economy's direction.

  2. What PetSmart’s buyout means for investors 17 December 2014
  3. 6 worst celebrity financial blunders 5 December 2014
  4. Investing 101: Active and passive management 3 December 2014
  5. Black Friday: What the aftermath really means 1 December 2014

show more

Performance detail

  • Manager (net of fees)


Covestor inception December 01, 2011

as of March 30, 2015 Manager (net of fees) S&P 500
Past 30 days 2.6% -0.7%
Past 90 days -1.6% 0.8%
Past 365 days -3.4% 14.6%
Since Covestor inception (Annualized) 12.4% 19.3%
2015 (YTD) 7.5% 1.8%
2014 -12.1% 13.7%
2013 34.8% 32.4%
2012 21.0% 16.0%

Risk metrics

Last 365 days

as of March 30, 2015 Manager (net of fees) S&P 500
Best 30 days 35.6% 9.7%
Worst 30 days -32.7% -6.7%
Volatility 48.4% 12.0%
Sharpe Ratio - 0.07 1.22
Sortino Ratio - 0.08 1.72
Maximum Drawdown -39.9% -7.3%
Value-at-risk (95%, 1 week) -11.2% -2.8%
vs. S&P 500
Information Ratio - 0.46
Alpha -37.8%
Beta 3.21
R-Squared 0.63
  • Daytrader: $30k minimum account balance required.
  • $30,000 investment min
  • Margin account required
  • 2% fee

Latest transactions View all

Transactions are only visible to invested clients.

If you'd like to discuss this portfolio,
contact client relations at 1.866.825.3005.

Important Information

  1. Past performance is no guarantee of future results.
  2. 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".
  3. Average client returns are calculated by Covestor and are composed of the average, time-weighted returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.