Banu Simmons Profile Picture
  • Education University of East Anglia, United Kingdom; METU, Ankara Turkey
  • Qualifications MA, PhD Economics, BSc Economics
  • Job Title Senior Researcher

Banu Simmons

Individual Investor

Investment portfolio

Banu Simmons Long Only Sector Rotation

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.12

365 days

Manager performance
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1.7%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. Another dot.com meltdown? Not likely

    15 March 2015

    By one measure, US stocks are still 25% cheaper than late-90s bubble.

  2. Time to take another look at bank stocks? 12 March 2015
  3. Risk and uncertainty hover over world economy 5 February 2015
  4. Hewlett-Packard’s bold move into 3D printer market 15 January 2015
  5. 5 soft spots in the global economy 9 January 2015

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.