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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
    Stock selection
Sharpe ratio
0.07

365 days

Manager performance
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1.1%

365 days

Risk score

0.9% fee
$20,000 minimum


Portfolio commentary

  1. New stock picks for rising US rates

    6 July 2015

    We've added Fitbit and ANI Pharmaceuticals to the portfolio.

  2. Looking for signs of a market breakout 10 June 2015
  3. The US stock market is stuck in a rut 15 April 2015
  4. US corporate earnings run off the rails 14 April 2015
  5. Why I’m bullish on Europe 11 March 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.