BSG&L Financial Profile Picture
Manager Disclosure Document

BSG&L Financial Services

Investment Adviser

BSG&L Financial Services
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Investment portfolio

BSG&L Financial Services Pure Growth

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  • Strategy
    Stock selection
Sharpe ratio
1.47

365 days

Manager performance
0.00011,-0.00770,0.00913,0.01110,0.00654,0.00305,0.01976,0.01010,0.00681,-0.00040,0.00090,0.00381,0.00534,0.00852,0.00396,-0.01530,0.00299,0.00361,0.00601,0.00725,-0.00229,-0.00461,0.00780,0.00514,-0.00842,0.00887,-0.01216,-0.01451,-0.00559,0.02658,0.01688,0.00544,-0.00610,0.01042,0.01018,0.01249,0.00476,-0.00149,-0.01535,0.00754,0.00058,-0.00533,0.02060,-0.00359,-0.00666,0.00292,0.02122,-0.00956,-0.00029,-0.02075,0.01922,-0.00068,-0.00847,0.00956,0.00574,0.00819,-0.01157,-0.01150,-0.00474,0.01128,-0.00638,-0.01561,0.01203,-0.00691,0.00079,-0.00080,0.00349,0.00273,-0.00076,0.00515,-0.00050,-0.00325,-0.01639,0.00627,-0.00135,0.01074,-0.00069,0.01035,0.00773,0.00640,0.00455,0.00474,0.00176,0.00669,-0.00074,0.00076,-0.01277,-0.00667,-0.00992,0.00664,-0.00435,-0.00654,0.00626,-0.01499,0.01798,0.01025,-0.00234,-0.00912,0.00688,0.00759,-0.01538,-0.02874,-0.00072,0.00452,-0.00165,0.00813,-0.00453,-0.02616,0.00504,-0.01295,0.00842,0.01393,0.00103,0.00760,0.00380,0.00935,0.00435,0.00967,-0.00600,0.00510,-0.00325,0.01066,-0.00408,0.00070,0.00121,0.00480,-0.00535,0.01246,-0.00286,0.00498,-0.00634,-0.00661,-0.01288,-0.00610,-0.01272,0.00273,0.00847,0.01076,-0.00744,0.00438,-0.00690,-0.00408,0.00910,-0.01504,0.00229,0.01395,0.00226,0.00248,0.01445,0.00422,-0.01005,-0.01834,0.01194,0.01402,-0.02388,-0.00744,0.01212,0.00448,0.01684,0.00756,0.00434,-0.00265,-0.00272,0.00534,-0.00913,0.00068,0.00161,0.00059,-0.00412,0.00606,0.00199,-0.00276,0.00395,-0.02223,0.00361,0.01325,0.00315,-0.00520,-0.00883,0.00064,0.00532,-0.01107,0.01101,0.00502,0.00492,0.00413,-0.00075,0.01142,-0.00621,0.00400,0.00412,0.00341,0.01072,0.00991,0.00655,-0.00277,-0.00110,-0.00323,0.00428,0.00186,0.00223,0.00576,-0.00011,0.00579,0.00073,-0.01980,0.00768,0.00030,0.00890,0.00442,0.00448,-0.00308,0.00823,-0.00827,-0.00229,0.00087,-0.01348,-0.00317,0.00166,-0.00846,0.01178,-0.02023,0.01076,-0.00172,0.00635,0.00185,-0.00412,-0.00181,-0.00247,-0.00692,-0.01189,-0.02663,-0.00494,0.01461,-0.01399,-0.00665,-0.00237,0.01324,0.00754,-0.00991,0.00600,-0.00397,0.00541,0.01274,0.00557,0.00465,0.00185,-0.00592,0.01015,0.00136,-0.00052,-0.00197:#0c3557:Manager 0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-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:#c8c8c8:S&P_500
21.4%

365 days

Risk score

1.5% fee
$20,000 minimum


BSG&L Financial Services Growth Plus Income

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  • Strategy
    Yield
Sharpe ratio
2.16

365 days

Manager performance
0.00050,-0.00618,0.00253,0.00219,-0.00002,0.00277,0.01060,0.00877,0.00260,-0.00228,-0.00280,0.00217,0.00249,0.01426,0.00494,-0.01350,0.00128,-0.00084,0.00025,0.00468,-0.01023,-0.00782,0.01033,-0.00117,-0.00564,0.00318,-0.00519,-0.01316,-0.00177,0.01415,0.00962,0.00699,-0.00610,0.00521,0.00893,0.00883,0.00742,0.00749,-0.00883,0.00527,-0.00096,-0.00752,0.00050,-0.00407,-0.00473,0.00840,0.00943,-0.01180,0.00356,-0.01145,0.00541,-0.00243,-0.00832,0.00298,0.01002,0.00466,-0.00438,-0.00750,-0.00574,0.00824,0.00458,-0.00840,0.00056,0.00310,0.00010,-0.00424,-0.00004,0.00001,-0.00438,0.00488,0.00191,-0.00189,-0.01342,-0.00115,0.00086,0.00485,-0.00285,0.00543,0.00147,0.01434,0.00552,0.00663,0.00102,0.00551,0.00195,0.00159,-0.01012,-0.00298,-0.00235,0.00360,-0.00340,-0.00205,0.00159,-0.00716,0.00859,0.00916,0.00433,-0.00768,0.00419,0.00143,-0.00874,-0.01663,0.00223,0.00173,-0.01152,0.01118,-0.00096,-0.01344,0.00583,-0.00606,0.01137,0.01059,0.00095,0.00997,-0.00477,0.00154,0.00517,-0.00166,-0.00407,0.00640,-0.00134,0.00169,-0.00676,0.00734,0.00490,0.00106,-0.00151,0.00380,-0.00215,-0.00037,-0.00503,-0.00257,-0.00942,-0.00499,-0.01155,0.00117,0.00556,0.00440,-0.00662,0.00679,0.00622,-0.00359,0.00937,-0.00643,0.00135,0.00755,0.00426,0.00725,0.00921,-0.00039,-0.00358,-0.00970,0.00495,0.00620,-0.01441,-0.00281,0.00618,0.00165,0.00705,0.00328,0.00371,0.00215,0.00005,0.00673,-0.00660,0.00529,0.01108,0.00025,0.00056,-0.00103,0.00755,-0.00254,0.00520,-0.00557,-0.00228,0.00743,-0.00222,0.00096,-0.00142,0.00320,0.00209,-0.00461,0.00358,0.00405,0.00209,0.00388,0.00001,0.00747,-0.00174,0.00442,-0.00031,0.00045,0.00379,0.00431,0.00376,-0.00397,-0.00069,-0.00304,0.00309,0.00556,0.00183,0.00140,0.00548,0.00455,0.00751,-0.00901,0.00506,0.00002,0.00589,0.00129,0.00534,0.00082,0.00164,-0.00391,-0.00941,0.00523,-0.00657,-0.00050,0.00422,-0.00268,0.01262,-0.00990,0.00195,0.00266,0.00658,0.00205,-0.00268,0.00113,0.00326,-0.00462,-0.00824,-0.01963,-0.00474,0.00854,-0.01637,-0.00086,-0.00125,0.00886,0.01908,-0.00626,0.00520,0.00348,0.00751,0.00442,0.00537,0.00526,0.00101,-0.00498,0.00782,0.00183,-0.00045,-0.00172:#0c3557:Manager 0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-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:#c8c8c8:S&P_500
21.6%

365 days

Risk score

1.5% fee
$20,000 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.