Dorsey Wright Profile Picture
  • Founded 1987
  • Company Name Dorsey, Wright & Associates
  • Number of Employees 22
  • Website http://dorseywright.com
  • 9201 Forrest Hill Avenue
  • Suite 100
  • Richmond
  • Virginia
  • 23235
Manager Disclosure Document

Dorsey, Wright & Associates

Investment Adviser

Investment portfolio

Dorsey, Wright & Associates Global Technical Leaders

See full details
  • Strategy
    ETF rotation
Sharpe ratio
0.14

365 days

Manager performance
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2.1%

365 days

Risk score

0.25% fee
$5,000 minimum


Portfolio commentary

  1. Covestor portfolio managers in the news - October 15, 2014

    15 October 2014

    Tom Dorsey profiled by The Wall Street Journal, and other recent Covestor manager media appearances.

  2. Dorsey: We are still in a structural bull market 28 April 2014
  3. Will the most hated bull market in history continue in 2014? 16 December 2013
  4. Dorsey Wright ETF rides emerging markets momentum 25 November 2013
  5. Tom Dorsey: Investing and the irrefutable law of supply and demand 6 August 2013

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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.