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Manager Disclosure Document

Capital Ideas

Investment Adviser

Capital Ideas
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Investment portfolio

Capital Ideas Macro Plus Income

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.55

365 days

Manager performance
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21.0%

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 and broker commissions. More

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 subscription minimum is the minimum subscription 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.