• Education
    University of Texas at Austin, McCombs School Of Business; U Mass Amherst
  • Qualifications
    MBA
  • Investment Experience
    20 years
  • Founded
    2009
  • Company Name
    Crabtree Asset Mgmt
  • Address
    2260 Sargent Avenue
    Saint Paul
    Minnesota
    55105
  • Links
      Blog
      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
-0.25 365 days
Performance
0.00163,-0.00759,-0.00691,-0.00382,-0.01383,0.00103,0.01507,0.00740,0.00564,-0.01097,0.00498,-0.00514,-0.00719,-0.00448,-0.00422,-0.00573,-0.01809,-0.01228,0.00974,0.00753,0.00156,-0.00100,-0.00712,-0.01020,0.01277,-0.01553,-0.00406,0.01840,-0.01846,0.00012,-0.00352,0.00687,0.00550,-0.01102,0.00707,-0.02283,-0.01051,-0.03362,-0.00339,0.02786,0.01482,0.00863,-0.00588,-0.02633,0.01664,0.00987,-0.00877,0.02210,-0.00603,0.00076,0.00311,-0.00620,0.01105,0.00679,0.00239,-0.01806,0.00339,-0.01930,-0.00692,0.00090,-0.00973,-0.01931,0.00220,0.01705,-0.00330,0.01908,0.02207,-0.00185,0.01695,0.00647,0.00108,-0.00199,-0.01104,-0.00683,0.01565,0.00169,0.00634,0.00032,-0.01077,0.01296,0.00888,-0.00608,-0.00939,0.02633,-0.00729,0.00120,0.02082,0.00127,0.00404,-0.00706,0.00591,-0.00925,-0.00509,-0.00584,-0.01934,-0.01293,0.01255,0.00161,0.01167,0.00009,0.00693,-0.00079,0.00422,0.00473,0.00379,-0.00296,0.00671,0.00094,-0.01456,0.01386,-0.00917,-0.00529,-0.01089,0.00501,-0.02810,-0.00787,0.01453,0.01607,-0.00610,-0.01119,0.00961,0.00588,0.00768,0.00341,-0.00680,0.00817,-0.01043,-0.01243,-0.02332,0.00176,-0.01088,-0.02620,-0.01343,-0.00030,0.00514,-0.02711,0.01584,-0.01830,-0.00298,0.00566,-0.00415,0.02015,-0.01073,0.02289,-0.01048,0.01005,0.02962,-0.00495,-0.02132,0.00251,0.00979,-0.02662,-0.01907,-0.00915,-0.00109,-0.00830,0.01527,0.02810,0.01701,-0.00510,0.00714,0.01032,-0.00185,0.01353,0.00475,0.00501,-0.00219,0.01297,0.00288,0.00364,0.00673,-0.00142,-0.01418,0.00856,-0.00831,0.01866,-0.00334,-0.01329,0.00686,0.01075,0.00980,0.00198,-0.00172,-0.01660,0.00302,-0.00286,0.02412,0.00260,-0.00067,0.00190,-0.00812,-0.01024,0.00899,-0.01112,0.00500,-0.00318,0.00339,0.01971,-0.00525,-0.00375,0.00637,0.00054,0.00003,-0.01003,0.00599,-0.01200,0.01253,0.01010,-0.01065,-0.01295,0.00477,-0.01095,-0.01061,-0.00189,0.00880,0.00196,0.00305,-0.00838,-0.00945,-0.00370,0.00572,-0.01458,0.00750,-0.00974,0.02310,0.00512,0.02061,0.00184,0.00295,0.00885,0.00702,0.00413,0.00535,-0.00333,0.00886,0.00004,0.00489,-0.00193,-0.01691,-0.01101,0.00382,-0.00148,0.00159,-0.00653,0.01333,-0.00170,-0.00249,0.01727,-0.03878,-0.03114,0.01773,0.01491:#0c3557:Manager 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,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810,0.01777,0.01703:#c8c8c8:S&P_500
-4.5% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 minimum

Portfolio commentary

  1. crabtree-asset-management/_profile-35x35.jpg 3 tech stocks you need to own 31 May 2016

    Facebook, Esco Technologies and First Solar are worth a look

  2. #local.item['profilepicurl']# A video game ETF? Save your quarters 4 April 2016
  3. #local.item['profilepicurl']# 3 tech stocks for stormy markets 26 February 2016
  4. #local.item['profilepicurl']# Twitter buys Yahoo. And other wishes for 2016 4 January 2016
  5. #local.item['profilepicurl']# Twitter’s CEO has one job too many 16 October 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.