Camelot Portfolios Profile Picture
  • Founded
    2008
  • Company Name
    Camelot Portfolios
  • Number of Employees
    10
  • Website
    http://camelotportfolios…
  • 1700 Woodlands Dr.
  • Maumee
  • Ohio
  • 43537

Camelot Portfolios

Investment Adviser

Investment portfolio

Strategy
Aggressive

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-1.03 365 days
Manager performance
Manager perf
0.00190,-0.02389,0.00395,0.01876,0.00075,0.01290,-0.00403,0.00332,-0.00901,-0.01166,-0.00848,0.00327,-0.00850,-0.00925,0.00216,0.00224,0.00518,-0.00561,-0.00937,0.00690,-0.01497,0.02232,0.00577,-0.00842,-0.00568,-0.00447,0.01715,0.00115,0.01057,-0.00586,0.00302,-0.00418,0.01386,-0.00735,0.00653,-0.00045,0.00595,0.00883,0.02131,-0.00280,-0.00449,0.00224,0.00296,0.00530,0.01253,0.02786,-0.00513,-0.02055,0.01491,-0.01098,-0.00334,0.00279,-0.00560,-0.01472,0.00740,0.01621,-0.00206,0.00159,-0.00338,-0.01151,-0.00643,-0.01041,0.01494,-0.01016,0.00711,0.00175,-0.00430,0.00116,0.00706,-0.00851,0.00268,0.00881,-0.00762,-0.00835,0.00524,-0.00415,-0.00462,0.00623,0.00740,0.00077,-0.01228,0.01363,-0.00597,0.00075,0.02029,0.00399,-0.00963,-0.00169,0.01523,-0.00568,0.00598,-0.00479,0.00706,0.01843,-0.00408,-0.00024,-0.01418,-0.01970,0.00997,-0.01923,-0.00067,-0.02394,0.00647,-0.01859,0.01253,-0.00132,0.00664,0.01474,-0.01228,-0.00567,-0.01136,-0.01281,0.00441,-0.00422,-0.02410,-0.02406,-0.01126,0.00885,0.02248,0.00211,0.00289,-0.00873,0.00548,0.00453,0.00477,-0.01637,0.01779,-0.00104,-0.00808,-0.00500,0.00259,0.00067,0.00168,-0.02395,-0.02643,-0.03292,-0.04058,-0.00177,0.02059,0.03113,0.00595,0.01260,-0.03579,0.00108,0.00289,0.00024,0.01249,-0.01264,0.00272,-0.00130,-0.00411,0.00923,0.01817,0.00473,-0.02543,0.01191,-0.01097,-0.00825,0.00079,-0.00624,-0.02722,0.00444,0.00961,0.00246,0.02495,0.02209,0.01578,0.00383,0.01588,0.00754,-0.01312,-0.00847,0.00029,0.02602,0.00153,-0.00540,0.00970,-0.01589,0.01135,0.00177,-0.00292,-0.01570,0.02253,-0.00102,-0.00315,0.00827,-0.00058,-0.00052,0.00374,0.00941,-0.01783,-0.00478,-0.02275,-0.02122,-0.00594,0.00056,-0.01183,0.01329,-0.00589,-0.00032,0.00558,0.00853,0.00152,-0.00544,-0.00268,0.01458,-0.01066,-0.00126,0.00906,-0.01995,-0.00383,-0.01263,0.00686,-0.02387,-0.00291,0.01403,0.00415,-0.01187,-0.01488,0.00814,0.00739,0.02276,0.00618,-0.01326,0.00407,-0.01103,-0.00265,-0.01202,-0.00322,-0.01029,-0.01640,-0.00816,-0.01288,0.00484,-0.03366,0.02738,-0.02281,-0.04241,-0.01705,0.03367,0.03816,-0.03618,0.04244,0.01351,-0.00793,0.02896,-0.00784,-0.03562,0.01793,0.00913,-0.02701,-0.03421:#0c3557:Manager -0.00425,0.01068,-0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415:#c8c8c8:S&P_500
-22.5%
365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

Strategy
Stock selection

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.60 365 days
Manager performance
Manager perf
0.00241,-0.05455,0.00058,0.03440,-0.00704,0.01056,-0.04506,0.01513,-0.01202,-0.01328,-0.01927,0.01038,-0.01498,-0.01988,-0.01627,0.00193,0.00230,-0.01866,-0.00630,0.02652,-0.01413,0.03694,-0.02140,-0.01068,-0.01133,-0.01256,0.02239,-0.00785,0.01450,-0.01655,0.00707,0.02830,0.03181,-0.02193,0.00561,0.00696,0.01700,0.00697,0.03080,-0.00205,-0.01398,0.00221,0.00907,0.00321,0.02040,0.03211,0.00327,-0.02254,0.01187,-0.02493,-0.01325,0.00400,-0.00349,-0.00477,0.00230,0.03325,0.01231,-0.01336,-0.01446,-0.00887,-0.00120,-0.01047,0.01696,-0.02527,0.01526,-0.00379,-0.01698,0.00407,0.00506,-0.02069,-0.00070,0.01391,-0.00128,-0.01709,-0.00215,-0.00930,0.01628,0.01757,0.01569,-0.02085,-0.00090,0.01943,0.00773,0.00740,0.01406,-0.00777,-0.00775,0.00188,0.01804,-0.00202,-0.00053,-0.01299,0.00367,0.00797,-0.00516,0.00540,-0.07979,0.08985,0.00014,-0.01733,-0.00594,-0.02943,0.01420,-0.00896,0.00748,-0.01474,-0.00429,0.02279,-0.01210,-0.01401,-0.01128,-0.01357,-0.00119,0.05042,-0.00189,-0.01931,-0.00475,0.01043,0.01382,-0.01335,-0.00770,0.00562,-0.00144,-0.01233,0.02157,-0.01370,0.00199,0.01633,0.00129,-0.00208,0.00255,-0.00590,-0.02128,0.00871,-0.00467,-0.03318,-0.02959,0.01136,0.01084,0.00233,-0.00411,0.01787,-0.00052,0.01018,-0.00776,-0.00004,-0.00547,-0.00437,0.00177,-0.00324,-0.00036,0.00375,0.01571,0.00521,-0.00981,0.00094,0.00008,0.00837,0.00333,0.00264,-0.00395,0.00753,0.00873,-0.00702,-0.00265,0.00829,0.01224,-0.00950,0.00737,0.00527,-0.00068,-0.00307,-0.00190,0.00691,0.00152,-0.00933,0.00511,-0.01014,0.00654,0.00136,-0.00575,0.00227,-0.00217,-0.00220,-0.00261,-0.00862,0.00442,-0.00205,0.00832,-0.00184,-0.01500,0.01760,-0.01373,-0.01646,-0.01399,0.00966,0.00251,-0.00784,0.00171,-0.00566,-0.00147,-0.00420,-0.01208,-0.00949,-0.01072,0.01187,-0.00887,0.01428,0.00486,-0.00250,-0.00174,-0.00841,0.00085,-0.00530,0.00274,0.01351,-0.01398,-0.00553,-0.01616,-0.00592,0.00373,0.02022,-0.00899,-0.00783,0.00344,-0.00844,0.00281,0.00129,-0.00666,0.00331,0.01767,0.00438,0.00547,-0.00295,-0.01901,0.01439,-0.01246,-0.00312,-0.00359,0.01505,0.00891,-0.00187,0.01913,0.00609,-0.01883,-0.00055,-0.00715,-0.00191,-0.01477,0.00373,-0.00092,0.00332:#0c3557:Manager -0.00425,0.01068,-0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415:#c8c8c8:S&P_500
-14.5%
365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Portfolio commentary

  1. Keep calm and stay focused

    1 February 2016

    Our portfolio suffered from exposure to the energy sector

  2. Investing lessons from fantasy football 10 September 2015
  3. Time to invest in less pricey foreign stocks 14 January 2015
  4. The solution to the active vs. passive debate: Stop arguing! 25 September 2014
  5. Fantasy football investing: Why Peyton Manning is Tesla 11 September 2014

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.