David Levine Profile Picture
  • Education BA, Economics
  • Job Title Owner, Boxes Near Me
  • Investment Experience Managing my own personal investments for more than 20 years

David Levine

Individual Investor

Investment portfolio

David Levine Aspect Large Cap Value

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
2.80

365 days

Manager performance
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28.3%

365 days

Risk score

1% fee
$10,000 minimum


Portfolio commentary

  1. Why I added Verizon to my portfolio

    3 April 2014

    Bullish on Verizon shares and I also like the generous dividend.

  2. Why we have a 35% cash position in this market 6 March 2014
  3. Why I’m keeping the pedal to the metal 3 March 2014
  4. Why it's time to sell Microsoft 6 February 2014
  5. In 2014, I'm dumping Microsoft and more upbeat on gold 9 January 2014

show more

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.