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
0.31

365 days

Manager performance
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4.6%

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
1.16

365 days

Manager performance
-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,-0.00172,0.00467,-0.00091,-0.00529,-0.01039,0.00168,-0.00678,-0.00177,0.00127,0.00017,-0.01327,-0.00274,0.00471,-0.00005,0.00392,-0.00507,-0.01268,-0.00517,-0.00201,-0.01840,0.01258,-0.00315:#0c3557:Manager -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,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246:#c8c8c8:S&P_500
11.9%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. The U.S. economy gets a lift from energy

    17 September 2014

    Are we finally seeing the acceleration we have been waiting for in the economy?

  2. The enduring strength of the U.S. economy 9 July 2014
  3. Why I’m still bullish on energy sector plays 13 May 2014
  4. On the hunt for cash-spinning companies with a competitive edge 10 February 2014
  5. The energy boom lifts U.S. manufacturers 16 January 2014

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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.