David Fried Profile Picture
Manager Disclosure Document

David Fried

Investment Adviser

Investment portfolio

David Fried Buyback Income Index Portfolio

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
2.41

365 days

Manager performance
0.02139,0.00811,0.00475,0.00497,0.00608,0.00412,-0.00913,0.01607,0.01335,0.00681,0.00346,0.00266,-0.00997,0.00580,0.00061,0.00960,0.00602,-0.00575,0.01067,0.00707,-0.00288,-0.01234,0.00242,-0.01392,0.00124,-0.00925,0.00938,-0.00937,0.00659,0.00282,-0.01661,0.00985,0.01565,-0.00344,-0.00278,-0.00345,0.01546,0.00467,0.00300,0.00189,-0.01555,-0.01353,-0.00055,-0.01481,0.00968,0.00495,0.00823,0.00204,0.00722,-0.00151,0.00534,0.01167,0.00031,0.01016,0.00558,0.01086,-0.00123,0.00501,-0.00297,0.00033,0.01121,-0.00315,0.01442,-0.00089,-0.00279,-0.00934,-0.00099,0.00488,0.00254,0.01348,0.01159,0.00004,0.00882,-0.00317,0.00054,0.00406,-0.00206,0.00235,-0.00196,0.00124,-0.01584,-0.00318,-0.01391,0.00781,-0.01072,-0.00069,0.01042,-0.00121,-0.01985,-0.00780,0.00015,-0.00737,-0.00026,0.00500,0.00023,0.00115,0.00334,0.00815,0.00265,-0.00257,0.00164,0.00532,0.00334,0.00094,-0.00533,-0.00492,-0.00190,-0.00030,-0.00103,0.00281,-0.00234,-0.00496,0.00623,0.00029,-0.00438,0.00251,-0.00414,-0.01171,-0.00012,0.01960,0.00367,0.00877,-0.00824,0.00936,0.00711,0.00378,0.00551,0.01228,-0.00090,0.00191,0.00681,0.00255,0.00362,-0.01721,-0.00114,0.00658,0.00340,-0.00404,0.00184,-0.01003,0.00826,0.00073,0.00109,0.00784,0.00390,0.00514,0.00107,-0.00551,-0.00142,-0.00013,0.00416,-0.00443,-0.00610,0.00191,-0.00214,-0.00410,-0.00021,-0.00574,-0.00723,0.00896,-0.00091,-0.00424,-0.01606,-0.00056,0.00010,-0.00025,-0.00655,0.00797,0.00232,0.00349,0.00479,0.00438,0.00371,0.00194,0.00246,0.00025,-0.00763,0.00261,0.00117,0.00592,-0.00524,0.00061,0.00275,-0.00667,0.00538,0.00095,0.00268,-0.00477,0.00166,0.00133,-0.00773,-0.01694,-0.00598,0.01648,-0.00765,0.00982,-0.00553,-0.02233,0.00939,-0.00583,0.00751,0.01082,0.00372,0.01196,0.00308,0.00683,0.00345,0.00643,0.00124,-0.00018,-0.00393,0.00448,-0.00076,-0.00379,0.00592,0.00120,0.00301,0.01296,-0.00271,-0.00345,0.00015,-0.00148,-0.00355,0.00092,-0.00279,0.00313,0.01166,0.01286,-0.00639,0.01026,0.00091,-0.00258,0.00272,-0.00067,-0.00221,0.00238,0.00569,0.00605,0.00375,-0.00233,-0.00627,-0.00717,0.00320,-0.00185,-0.00690,-0.00766,0.00791,0.00348,0.00937,-0.00183,0.00452,-0.00816:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
27.4%

365 days

Risk score

1.5% fee
$10,000 minimum


David Fried Buyback Index Portfolio

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
2.36

365 days

Manager performance
0.01152,0.01181,-0.00067,-0.00276,0.00456,0.00210,-0.00372,0.00477,0.00747,0.00464,0.00579,0.00097,-0.00795,0.00436,0.00044,0.00821,0.00251,-0.00923,0.00413,-0.00102,0.00060,-0.00392,-0.00099,-0.00137,0.00369,0.00025,0.00707,-0.01009,0.00186,-0.00100,-0.01453,0.00595,0.00833,0.00334,-0.00462,-0.00481,0.00587,-0.00267,0.00568,0.00582,-0.00894,-0.01241,-0.00429,-0.01050,0.00875,0.00808,0.01075,-0.00051,0.00782,-0.00580,-0.00075,0.01021,0.00099,0.00606,0.00216,0.01196,0.00257,0.00264,-0.00599,0.00946,0.00483,-0.00047,0.00105,-0.00726,-0.00297,0.00037,-0.00209,0.00099,0.00217,-0.00078,0.00933,-0.00352,-0.00436,-0.00924,-0.00383,0.00734,-0.00222,0.00168,0.00265,-0.00444,-0.01214,-0.00009,-0.00802,0.00871,-0.00157,0.01340,0.00208,-0.00281,-0.02375,0.00144,0.00453,-0.00512,0.00573,0.00783,0.00042,-0.00026,0.00804,0.00499,0.00036,-0.00279,0.00167,0.00783,0.00278,0.00193,-0.00280,-0.00284,-0.00565,0.00505,0.00335,0.00444,0.00051,-0.00351,0.00968,-0.00286,-0.00704,0.01344,-0.01152,-0.01523,-0.00169,0.02428,0.00832,0.00430,-0.00675,0.01846,0.00937,0.00962,0.00176,0.00331,-0.01558,-0.00397,0.00460,0.00338,0.00501,0.00105,-0.00339,-0.00073,0.00893,-0.00463,0.00145,-0.01287,0.02132,0.00526,0.00146,0.01152,0.01069,-0.00046,-0.00493,-0.00638,-0.00192,0.00571,0.00695,0.00123,0.00189,0.00584,-0.00249,0.00357,-0.01004,0.00403,-0.00588,0.01561,0.00167,-0.00222,-0.01324,-0.00218,0.00055,0.00764,-0.00037,0.01058,-0.00538,0.01163,0.00804,0.00425,0.00183,-0.00408,0.00068,0.00482,-0.01386,-0.00432,-0.00086,0.01358,0.00244,0.00307,0.00368,-0.00948,0.01708,0.00787,0.00109,-0.00513,0.00565,0.00118,-0.00747,-0.02542,-0.00965,0.01040,-0.00616,0.01720,-0.00892,-0.02464,0.00692,0.00541,0.00371,0.01030,0.00229,0.00234,0.00245,0.00675,0.00683,0.01290,-0.00620,0.00144,0.00065,0.01114,-0.00149,0.00462,-0.00360,-0.00328,-0.00163,0.01490,-0.00043,0.00103,0.00143,-0.00285,-0.01077,-0.00062,-0.00917,0.00211,0.00609,0.01354,-0.00305,0.00561,-0.00347,-0.00960,0.00396,-0.01049,-0.00248,0.00251,0.01153,0.00848,0.00080,-0.00295,-0.00845,-0.01870,0.00324,0.01082,-0.01078,-0.00547,0.00621,0.00311,0.00987,-0.00184,0.00317,0.00418:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
28.2%

365 days

Risk score

1.5% fee
$10,000 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.