• Founded
    1984
  • Company Name
    Capital Ideas
  • Number of Employees
    4
  • Address
    5950 Berkshire Lane
    Suite 1060
    Dallas
    Texas
    75225
  • Links
      Website

Investment portfolio

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
-0.44 365 days
Manager performance
Manager perf
0.00831,0.01516,0.00109,-0.00726,-0.00253,0.00955,0.00126,0.00372,-0.00158,-0.01451,0.00039,0.00075,-0.01005,0.00850,-0.00348,-0.00861,0.00899,-0.00400,0.00606,-0.00912,0.00454,-0.01484,0.00030,0.00685,0.00162,0.00158,-0.00248,0.00108,0.00383,0.00396,0.00217,0.00450,0.00288,-0.01162,0.00405,-0.00771,-0.02257,0.01013,0.00785,-0.00327,-0.00230,0.00719,-0.01978,0.01376,0.01209,0.01527,0.00449,-0.00390,0.00443,-0.00287,-0.00762,0.00396,-0.00106,-0.00103,-0.01608,-0.00277,0.01303,0.00582,0.00323,0.01351,0.00791,-0.00191,0.01003,-0.01758,-0.00678,0.00806,-0.00296,-0.00420,0.00297,0.00580,0.00878,-0.00644,-0.00822,-0.02490,-0.02343,-0.03609,-0.00385,0.03052,0.00916,0.00119,-0.01099,-0.02604,0.02806,-0.00446,-0.01106,0.02911,-0.00937,0.00607,0.00683,-0.00147,0.01331,0.01444,0.01062,-0.01613,0.00097,-0.01636,-0.00232,-0.00837,-0.01303,-0.02937,-0.00496,0.01669,0.00612,0.00846,0.02156,-0.01892,0.01153,0.00791,0.00999,0.00715,-0.01256,-0.00403,0.02269,0.00069,0.00894,-0.00376,-0.01085,0.02518,0.01055,-0.00107,0.00085,0.00898,-0.00505,-0.00109,0.01617,-0.00445,-0.00427,-0.00311,0.00340,-0.00811,-0.00041,-0.01070,-0.02149,-0.02180,0.01641,-0.00888,0.01590,-0.00212,0.00330,0.00270,-0.00145,0.00720,-0.00118,-0.00560,0.01402,-0.00190,-0.01269,0.01867,-0.00782,-0.00526,-0.00530,0.00022,-0.02655,-0.00829,0.01138,0.01263,-0.01465,-0.01325,0.00967,0.01036,0.01869,-0.00147,-0.00418,0.00782,-0.00956,-0.00406,-0.01701,-0.00824,-0.01464,-0.03012,-0.00808,-0.01474,0.00935,-0.03191,0.01466,-0.02771,-0.00840,-0.00715,0.01343,0.02794,-0.02875,0.01712,-0.01404,0.01194,0.02328,-0.00228,-0.02797,0.00258,0.00564,-0.02705,-0.02527,-0.00048,0.00817,-0.01683,0.02559,0.02748,0.02556,-0.00623,-0.00121,0.02279,-0.02320,0.00735,0.00717,0.00143,-0.00664,0.02464,0.00968,0.00588,0.00467,0.01000,-0.03210,0.00793,-0.00260,0.02399,-0.00006,-0.01143,0.01343,0.00656,0.00941,0.00307,-0.00053,-0.02632,-0.00172,-0.00376,0.01413,0.00308,0.00707,-0.00801,-0.00481,-0.00666,0.01820,-0.01121,0.00756,-0.00464,0.01437,0.01761,0.00420,-0.00164,0.00612,0.00166,0.00158,-0.00033,0.00082,-0.01034,-0.00035,0.00109,-0.01302,-0.02028,0.00712,-0.01685,-0.02333,-0.00765:#0c3557:Manager 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,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024:#c8c8c8:S&P_500
-8.9%
365 days
Risk score
Fees
  • 0.9% fee
  • $20,000 minimum

Portfolio commentary

  1. capital-ideas/_profile-35x35.jpg How the stock market got its groove back 11 April 2016

    Historically, the second quarter is a stronger performer for stocks

  2. #local.item['profilepicurl']# Oil prices in search of a bottom 9 March 2016
  3. #local.item['profilepicurl']# Central banks are out of silver bullets 28 February 2016
  4. #local.item['profilepicurl']# Why I’m wading back into energy stocks 16 December 2015
  5. #local.item['profilepicurl']# Why this energy ETF is worth a serious look 4 November 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.