EQM Capital Profile Picture
  • Founded 2013
  • Company Name EQM Capital
  • 10755 Scripps Poway Parkway
  • Suite 398
  • San Diego
  • California
  • 92131
Manager Disclosure Document

EQM Capital

Investment Adviser

Investment portfolio

EQM Capital Mid Cap Quant

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.29

365 days

Manager performance
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6.0%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. Stay diversified in 2015

    15 January 2015

    The adage about not keeping your eggs in one basket is key this year.

  2. Should you be shopping for retail stocks? 10 December 2014
  3. The stock market's October surprise 3 November 2014
  4. What to do when you receive a large sum of money 17 October 2014
  5. Mid-cap stocks and the Goldilocks economy 9 October 2014

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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.