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
-0.08

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
1.62

365 days

Manager performance
-0.00295,0.00031,0.00275,0.00118,-0.00093,0.00372,-0.00357,-0.00337,0.00858,-0.00653,-0.01226,0.00304,-0.00505,-0.00977,0.00085,0.02198,0.01301,0.00219,-0.00726,0.00913,0.01010,0.00879,-0.00031,0.01087,0.00170,0.00442,0.00631,0.00375,0.00159,-0.00958,-0.00824,-0.00147,0.00393,-0.00233,0.00240,-0.01227,0.01025,-0.00246,-0.00253,0.00711,0.00241,0.00161,-0.00308,-0.00198,-0.00140,0.01352,0.00843,-0.00083,0.00345,0.00525,-0.00055,-0.01078,-0.00290,-0.00368,-0.00113,0.01227,-0.00280,-0.00632,-0.00999,0.00027,0.00461,0.00571,-0.00237,0.01165,-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:#0c3557:Manager -0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-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:#c8c8c8:S&P_500
17.0%

365 days

Risk score

1% fee
$30,000 minimum


Analytic Investment Enterprise Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.28

365 days

Manager performance
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21.1%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Opportunistic Value

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.27

365 days

Manager performance
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23.5%

365 days

Risk score

2% fee
$50,000 minimum


Analytic Investment Earnings Growth

See full details
  • Strategy
    Aggressive
Sharpe ratio
2.01

365 days

Manager performance
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43.0%

365 days

Risk score

1.5% fee
$30,000 minimum


Analytic Investment Focus Growth

See full details
  • Strategy
    Stock selection
Sharpe ratio
2.19

365 days

Manager performance
0.00428,-0.00582,-0.01003,0.00665,0.00534,0.00461,0.00299,-0.00605,0.01737,-0.00466,-0.00839,0.01597,-0.01312,-0.02752,0.00030,0.02519,-0.00637,0.00899,-0.00681,0.00980,0.00572,0.01093,-0.00481,0.00263,-0.01489,0.01095,0.00024,-0.00299,0.00132,0.00033,-0.00482,0.00275,0.00594,-0.00218,-0.01006,-0.02032,0.01503,0.00183,0.00188,0.01308,0.01068,0.00141,-0.01183,-0.00792,-0.00346,0.02297,0.00744,-0.00495,0.01197,0.00986,-0.00218,0.00327,0.00214,0.00445,0.00144,0.01636,0.00515,0.00048,-0.02215,0.00028,0.00872,0.01128,0.00999,-0.00440,-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:#0c3557:Manager -0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-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:#c8c8c8:S&P_500
34.6%

365 days

Risk score

2% fee
$30,000 minimum


Analytic Investment Tactical Fixed Income

See full details
  • Strategy
    Yield
Sharpe ratio
0.54

365 days

Manager performance
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3.1%

365 days

Risk score

0.5% fee
$10,000 minimum


Analytic Investment Equity Timing

See full details
  • Strategy
    ETF rotation
Sharpe ratio
1.07

365 days

Manager performance
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23.8%

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.