Felix Tong Profile Picture
  • Education BS Mechanical Engingeering (UCLA)
  • Job Title Mechanical Engineer
  • Industry Utilities

Felix Tong

Individual Investor

Investment portfolio

Felix Tong Concentrated Risk

See full details
  • Strategy
    Aggressive
Sharpe ratio
0.39

365 days

Manager performance
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4.1%

365 days

Risk score

0.5% fee
$5,000 minimum


Portfolio commentary

  1. Super Bowl ads: Why they’re a Hail Mary pass

    30 January 2015

    Earning a decent return on a $4.5 million ad spot isn't a sure thing.

  2. Investing outlook for 2015: What will be big 5 January 2015
  3. The haunted houses of investing 31 October 2014
  4. Why Warren Buffett is wrong about Tesco 21 October 2014
  5. In search of value stocks in 2014 27 January 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.