David Fried Profile Picture
Manager Disclosure Document

David Fried

Investment Adviser

Investment portfolio

David Fried Buyback Income Index Portfolio

See full details
  • Strategy
    Yield
Sharpe ratio
0.14

365 days

Manager performance
-0.00071,-0.00426,0.00727,-0.00267,-0.00279,0.00807,0.00036,0.00084,-0.00490,0.00482,0.00364,-0.00418,0.00179,0.00529,0.00061,0.00533,-0.00479,-0.00170,0.00436,0.00413,0.00152,0.00421,0.01036,0.00484,0.00229,-0.00379,-0.00343,-0.00601,0.00064,-0.00107,0.00067,0.00505,0.00255,-0.00276,0.00215,-0.00551,-0.00077,0.00049,0.00399,-0.00180,0.00067,-0.00300,0.00078,-0.00258,-0.00614,0.00095,0.00494,0.00273,0.00448,0.00081,0.00569,-0.00193,0.00822,0.00106,0.00460,0.00013,0.00469,-0.00494,0.00583,-0.00621,-0.00441,-0.01207,0.00082,0.00914,-0.00728,0.00476,-0.00775,0.00376,0.00605,-0.00049,-0.00001,0.00610,0.00845,0.00021,0.00168,0.00364,0.00373,-0.00553,0.00642,0.00045,0.00094,0.00031,0.00056,-0.00361,0.00245,-0.00207,0.00446,-0.00894,-0.00831,-0.00323,-0.00057,-0.01240,-0.00420,0.00058,-0.00744,-0.00553,-0.00841,-0.00583,0.00094,-0.00923,-0.01451,0.00507,-0.01038,-0.00579,-0.01047,-0.00677,0.00516,0.00372,0.00197,0.01448,-0.01508,-0.01377,-0.00010,0.00360,-0.00859,0.00004,0.01093,0.00580,0.01043,-0.00129,-0.00291,0.01175,-0.00490,0.01781,-0.00765,0.00658,0.00548,-0.00378,-0.00043,-0.00072,-0.01343,0.00813,0.00372,-0.00036,0.00178,-0.00233,-0.00512,0.00235,0.00450,-0.00248,0.00573,0.00569,0.00334,-0.00068,0.00555,-0.00382,-0.00499,0.00297,0.00147,-0.00249,-0.00304,-0.00943,0.00162,-0.01394,0.00581,-0.01307,-0.01116,-0.00699,0.01905,0.00909,0.00481,0.00787,0.00209,-0.00187,0.01004,0.00445,-0.00316,-0.00903,0.00678,-0.02079,-0.00664,0.00489,0.00716,-0.00594,-0.00935,-0.00373,-0.00639,-0.00277,0.02227,-0.00754,0.00160,0.01849,-0.01197,-0.00302,0.00063,-0.01494,0.00870,-0.01110,0.01115,0.00763,-0.01295,0.00683,-0.00999,0.00283,-0.00591,-0.00285,0.01605,0.01004,0.00246,-0.00426,-0.00665,0.00397,0.00016,0.00406,-0.00268,0.00090,0.00395,-0.00944,0.00402,-0.01110,-0.00243,-0.01523,-0.00823,-0.01511,-0.00244,0.00978,-0.01221,0.00357,0.01204,0.01570,-0.00694,0.02156,0.00651,-0.00383,-0.00812,-0.00810,-0.00382,0.00943,-0.00096,0.00935,0.00494,0.00589,0.00226,0.00302,0.00424,0.00941,-0.00269,0.00565,0.00883,-0.00181,-0.00905,0.00561,0.00534,0.00501,0.00545,0.00813,-0.00317,0.00895,-0.01150,-0.01371,0.00371,0.00159:#0c3557:Manager 0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294:#c8c8c8:S&P_500
1.6%

365 days

Risk score

1.5% fee
$10,000 minimum


David Fried Buyback Index Portfolio

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.47

365 days

Manager performance
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5.0%

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, 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.