Company Name
Freedom Capital Advisors

Show more

Investment portfolio

We take a value approach to investing and try not to overpay for anything.  Our discipline is buying good large cap companies at reasonable valuations and selling puts underneath as a means to initiate positions and create income.  Companies are scrutinized closely and we look at earnings, cash flow, debt, and market cap as well as many other metrics. Often we initiate positions in companies that we have followed for many years and have invested in many times in the past.

Strategy
Options
Sharpe ratio
1.17 365 days
Performance
17.0% 365 days
Risk score
Fees
  • 1.25% fee
  • $32,000 min

Portfolio commentary

  1. Profile Picture Seeking market calm December 12, 2016

    Let the market settle down before getting too bullish or bearish

  2. Profile Picture Xmas rally pivots December 05, 2016
  3. Profile Picture Tesla's reality shock September 01, 2016
Show more

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.