Education
University of Houston; Louisiana Tech

Qualifications
MBA, BS, CFP

Investment Experience
16 years

Founded
2003

Company Name
BSG&L Financial Services

  • Address
  • 3D/International Tower Building
  • 1900 West Loop South, Ste 1150
  • Houston
  • Texas
  • 77027

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Investment portfolio

Our Pure Growth portfolio typically invests in equities. It focuses on companies that meet or exceed specific fundamental ratios based on their return on equity, price to earnings to growth ratios, and liquidity.

Strategy
Stocks
Sharpe ratio
0.67 365 days
Performance
15.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.

Strategy
ETFs / Funds
Sharpe ratio
0.42 365 days
Performance
9.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Stocks for an age of energy abundance 18 February 2016

    Cheap energy has a big upside for some industrial companies

  2. Profile Picture In turbulent times, patient investors win 21 January 2016
  3. Profile Picture How to play energy sector heading into 2016 19 November 2015
  4. Profile Picture Green shoots emerging in energy markets 23 September 2015
  5. Profile Picture Stick with cash-rich stocks amid uncertainty 26 August 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.