Atlas Capital Profile Picture Investment Adviser

Atlas Capital

Atlas Capital

  • EducationUCLA Anderson School of Business; Stanford University
  • QualificationsMBA in Finance; BA in Economics
  • Investment Experience10 Years
  • Founded2003

Broad ETF

This extremely diverse portfolio represents approximately 80% of the investable universe of equity securities. We measure indices with a value score and momentum score.

Risk score

Risk Score 3

Best 30 days


Worst 30 days


  • -1.5%
    30 day
  • -1.1%
    90 day
  • -2.0%
    365 day
    May 19, 2010
Monthly vs S&P500
Atlas Capital - Broad ETF Monthly vs S&P500
-8.0% 12 months
  • $10,000 investment min
  • Margin account required
  • 1% fee


  • Equity Fund

Top 5 securities View all


Portfolio commentary

  1. Bull Fever: The outbreak of $100-plus stocks

    26 June 2015

    What do Priceline, Netflix and Chipotle have in common?

  2. Biotech stocks? Proceed with caution 6 April 2015
  3. Biotech: Anatomy of an investing mania? 2 April 2015
  4. The Fed will take baby steps on rate hikes 25 March 2015
  5. Why housing stocks are white hot right now 5 February 2015

show more

Performance detail

  • Manager (net of fees)
  • MSCI World


Covestor inception May 19, 2010

as of July 06, 2015 Manager (net of fees) MSCI World S&P 500
Past 30 days -1.5% -1.6% -1.0%
Past 90 days -1.1% -1.4% 0.2%
Past 365 days -2.0% -0.1% 6.4%
Since Covestor inception (Annualized) 10.9% 11.6% 15.2%
2015 (YTD) 1.8% 2.3% 1.5%
2014 2.8% 4.9% 13.7%
2013 21.7% 26.7% 32.4%
2012 18.4% 15.8% 16.0%
2011 -7.9% -5.5% 2.1%

Risk metrics

Last 365 days

as of July 06, 2015 Manager (net of fees) MSCI World S&P 500
Best 30 days 8.1% 8.0% 9.7%
Worst 30 days -8.7% -7.9% -6.7%
Volatility 12.1% 10.3% 12.1%
Sharpe Ratio - 0.17 - 0.01 0.53
Sortino Ratio - 0.25 - 0.01 0.78
Maximum Drawdown -10.6% -9.3% -7.3%
Value-at-risk (95%, 1 week) -2.8% -2.4% -2.8%
vs. MSCI World vs. S&P 500
Information Ratio - 0.48 - 2.69
Alpha -1.5% -8.0%
Beta 1.12 0.97
R-Squared 0.90 0.93
  • $10,000 investment min
  • Margin account required
  • 1% fee

Latest transactions View all

Average trades per month 1.0
Executed Symbol Security Replicable Type Price
10/10/14 XLK Technology Select Sector SPDR Fund Yes Buy $38.63
10/10/14 XLI Industrial Select Sector SPDR Fund Yes Buy $50.86
10/10/14 XLV Health Care Select Sector SPDR Fund Yes Buy $63.76
10/10/14 VPL Vanguard FTSE Pacific ETF Yes Buy $56.93
10/10/14 VGK Vanguard FTSE Europe ETF Yes Buy $52.10
10/10/14 VTV Vanguard Value ETF Yes Buy $79.50
10/10/14 MTUM iShares MSCI USA Momentum Factor ETF Yes Buy $63.12
10/10/14 IEMG iShares Core MSCI Emerging Markets ETF Yes Buy $49.21

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 asset-weighted average 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.