• Education
    BS Math, U of North Carolina Chapel Hill, MBA Stanford
  • Qualifications
    Chief Investment Officer of Disney, Hewlett-Packard, Stanford, UAW Medical Trust. Chartered Financial Analyst.
  • Investment Experience
    25 years
  • Founded
    2003
  • Company Name
    Atlas Capital
  • Address
    38 Keyes Ave.
    Suite 200
    San Francisco
    California
    94129
  • Links
      Blog
      LinkedIn
      Website

Investment portfolio

Strategy
Stocks

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.21 365 days
Performance
0.00594,-0.01908,0.00788,0.00810,-0.00487,0.01569,-0.00413,-0.00071,0.00277,-0.01212,0.01169,0.02579,-0.00315,-0.01668,0.00816,-0.01005,-0.00355,-0.00222,-0.00747,-0.02854,-0.01380,0.01521,-0.00235,0.03486,0.02413,-0.00416,0.01615,0.00738,0.00024,-0.00676,-0.00480,0.00045,0.01299,-0.01141,-0.00854,-0.00212,-0.01494,0.00244,-0.00507,-0.01282,-0.01175,0.02013,-0.00084,0.00042,-0.00256,0.00166,-0.01452,-0.01232,-0.00676,-0.00977,-0.01728,-0.01059,-0.01086,-0.00604,0.01896,-0.04970,0.03146,-0.01113,0.00241,-0.00035,0.00400,-0.00587,0.00177,0.00555,0.00551,-0.00933,0.00900,0.00617,-0.00824,-0.00466,0.01766,-0.00344,-0.01586,-0.00839,0.00890,0.00738,-0.01003,-0.00601,0.00015,0.01393,0.01007,0.00286,-0.00643,0.00700,-0.00505,-0.00097,0.00042,-0.00474,-0.00940,-0.01134,-0.00750,-0.00045,0.00197,-0.02093,0.02044,-0.00723,0.00229,-0.00800,0.00435,0.01426,-0.02571,0.00666,-0.00113,0.01946,0.01764,0.00067,-0.00786,0.01369,-0.00262,-0.00147,-0.01417,-0.00554,0.00575,-0.01658,0.01077,0.01033,0.00537,0.00076,0.00371,0.00918,-0.00549,0.00002,0.00797,-0.00096,-0.00354,0.01022,0.00529,0.00987,0.00424,0.00272,-0.01000,0.00438,-0.00341,0.00693,-0.00921,0.00344,0.01035,0.00605,0.00503,0.00003,-0.00349,-0.00618,0.00382,-0.00276,0.00159,-0.00090,0.00201,0.00211,-0.00516,-0.01854,0.01042,-0.00759,0.00546,-0.00011,0.00153,0.00317,-0.00237,0.00608,0.00504,-0.00072,0.00047,-0.00217,0.00581,0.00035,-0.00051,0.00099,-0.00407,0.00502,0.00564,-0.00113,0.00338,-0.00004,-0.00177,0.01644,0.00505,-0.00300,-0.00238,0.00229,0.00096,-0.00721,-0.00024,-0.00356,0.00414,0.00052,0.00510,0.00196,0.00281,-0.00176,-0.00051,0.00351,0.00208,0.00245,-0.00086,-0.00172,-0.00173,0.00183,0.00395,0.00006,0.00199,0.00145,0.00213,-0.00067,0.00049,-0.00067,-0.00113,0.00740,-0.00920,-0.00535,0.00442,-0.00019,-0.01172,-0.00597,0.00536,0.00121,-0.01011,0.00066,-0.00426,-0.00337,-0.00084,0.00642,0.00572,-0.02072,0.00783,-0.00561,0.00319,0.00161,0.00415,-0.00264,-0.00110,0.00098,-0.00377,-0.00017,-0.00228,-0.00682,-0.00291,0.00098,-0.00282,0.00138,0.00901,0.00148,-0.00176,-0.00120,0.00422,-0.00083,0.00496,0.00136,0.00267,-0.00048,-0.00407,-0.00091,0.00079,0.00296:#0c3557:Manager -0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810,0.01777,0.01703,0.01357,0.00195,0.00000,-0.00685,0.00535,-0.00087,0.01525,0.00341,0.00701,0.00013,0.00526,-0.00093,0.00238,-0.00144,0.00427,-0.00361,0.00455,-0.00301,0.00032,-0.00120,0.00161,0.00163,-0.00127,-0.00636,0.00313,0.00021,0.00860,-0.00091,0.00039,-0.00286,0.00473,-0.00080,0.00279,-0.00548,0.00187,0.00220,-0.00144,-0.00056,0.00195,-0.00524,-0.00137,-0.00158,0.00523:#c8c8c8:S&P_500
-2.8% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 minimum

Strategy
Etfs / funds

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.02 365 days
Performance
-0.00646,-0.01939,0.01049,0.00152,-0.01130,0.01755,-0.00669,0.00406,0.00241,-0.00369,0.00673,0.00623,0.00143,-0.01509,0.00059,-0.01115,-0.00125,-0.00298,0.00172,-0.01350,-0.00016,0.01044,0.00130,0.01026,0.01178,-0.00281,0.00662,0.00487,0.00089,0.00025,-0.00579,-0.00189,0.01083,0.00082,0.00056,-0.00089,0.00014,0.00198,0.00056,0.00046,-0.00018,0.00011,-0.00091,-0.00203,0.00055,0.00014,-0.00184,0.00050,-0.00066,-0.00203,-0.00002,-0.00016,-0.00378,-0.00451,0.00529,-0.00031,0.00461,0.00152,0.00164,-0.00129,0.00009,-0.00006,-0.00171,-0.00267,0.00401,-0.00571,-0.00584,0.00931,-0.00355,-0.00646,-0.00504,0.00110,-0.01176,0.00231,0.00557,0.01084,-0.00928,-0.01028,0.00219,0.00561,0.00776,-0.00156,0.00042,0.00762,-0.00539,-0.00631,-0.00776,0.00070,-0.00639,-0.01098,-0.00564,0.00194,0.00297,-0.01076,0.00640,-0.01282,0.00327,-0.00772,0.00245,0.01190,-0.00601,0.00753,-0.00453,0.00267,0.00884,-0.00011,-0.00142,0.00043,-0.00074,-0.00201,-0.00160,-0.00032,0.00047,-0.00011,0.00116,0.00190,0.00252,0.00014,-0.00085,0.00181,-0.00050,0.00066,0.00191,-0.00235,-0.00071,0.00131,0.00033,0.00095,0.00014,-0.00035,-0.00014,0.00033,0.00018,0.00106,-0.00001,-0.00005,0.00270,0.00047,-0.00038,-0.00017,-0.00079,-0.00010,-0.00044,0.00075,0.00417,0.00114,-0.00066,0.00051,0.00044,-0.00149,0.00131,-0.00113,0.00065,-0.00097,0.00077,-0.00025,-0.00013,0.00110,0.00112,0.00016,-0.00180,-0.00205,0.00023,0.00026,-0.00053,0.00134,-0.00037,-0.00039,0.00114,-0.00031,-0.00034,-0.00037,0.00092,0.00101,0.00191,-0.00153,0.00048,-0.00732,0.00537,-0.00502,-0.00523,-0.00281,0.00382,-0.00219,0.00626,0.00431,0.00238,-0.00002,-0.00363,0.00025,0.00217,0.00494,0.00516,0.00397,0.00391,-0.00450,-0.01245,-0.00662,-0.00369,0.00127,0.00061,0.00060,0.00900,0.00316,-0.00521,0.01347,-0.03522,-0.01104,0.01869,0.00966,0.00646,0.00241,-0.00569,0.00179,-0.00185,0.01037,0.00212,0.00497,0.00123,0.00411,-0.00091,0.00159,-0.00288,0.00110,-0.00324,0.00301,-0.00243,0.00100,-0.00072,0.00037,0.00301,-0.00467,-0.00459,0.00114,0.00348,0.00557,0.00334,0.00437,0.00018,0.00748,-0.00269,0.00459,-0.00412,-0.00142,0.00506,-0.00446,-0.00375,0.00227,-0.00277,-0.00035,-0.00563,0.00511:#0c3557:Manager -0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810,0.01777,0.01703,0.01357,0.00195,0.00000,-0.00685,0.00535,-0.00087,0.01525,0.00341,0.00701,0.00013,0.00526,-0.00093,0.00238,-0.00144,0.00427,-0.00361,0.00455,-0.00301,0.00032,-0.00120,0.00161,0.00163,-0.00127,-0.00636,0.00313,0.00021,0.00860,-0.00091,0.00039,-0.00286,0.00473,-0.00080,0.00279,-0.00548,0.00187,0.00220,-0.00144,-0.00056,0.00195,-0.00524,-0.00137,-0.00158,0.00523:#c8c8c8:S&P_500
0.2% 365 days
Risk score
Fees
  • 0.75% fee
  • $20,000 minimum

Portfolio commentary

  1. atlas-capital/_profile-35x35.jpg Volatile times for stocks 13 July 2016

    Stock valuations are relatively high in developed markets

  2. #local.item['profilepicurl']# Brexit: The big picture 1 July 2016
  3. #local.item['profilepicurl']# Navigating choppy waters 23 June 2016
  4. #local.item['profilepicurl']# Navigating the choppy market waters 23 March 2016
  5. #local.item['profilepicurl']# Why oil prices will come back to life in 2016 9 October 2015
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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.