• Education
    MBA, Carnegie Mellon University
  • Founded
    2005
  • Company Name
    HCB Investment Management
  • Address
    1632 Ashbourne Road
    Elkins Park
    Pennsylvania
    19027
  • Links
      Website

Investment portfolio

Strategy
Etfs / funds

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
0.45 365 days
Performance
0.02753,0.02257,-0.04899,0.01670,0.00592,-0.01710,0.01616,-0.02426,0.01159,-0.01154,-0.01608,0.01493,0.03641,-0.00568,-0.03558,0.00900,-0.01294,-0.02145,0.00795,-0.01179,-0.04991,0.00785,0.02652,0.01394,0.05829,0.04397,0.03389,0.00234,0.02718,-0.00843,-0.02565,-0.01593,0.00419,0.02021,0.00441,-0.02385,0.00239,-0.02290,0.00897,-0.00148,-0.01736,-0.01705,0.03681,0.00908,0.01354,0.02447,0.03392,-0.00635,0.00409,-0.00662,0.00550,0.00274,-0.02822,-0.02484,-0.00402,0.02992,-0.01549,0.01551,-0.01456,-0.01068,0.00526,0.02330,-0.00186,-0.01604,-0.00139,0.00722,-0.03165,-0.00639,-0.01167,-0.04650,-0.00003,-0.00040,0.00596,-0.03483,-0.00937,0.01983,-0.02231,-0.03423,-0.02093,-0.01034,0.01219,0.07881,-0.00734,-0.03696,0.02113,-0.02843,0.02265,0.00493,-0.00327,-0.06824,-0.02465,0.00469,-0.03881,-0.01570,-0.03380,0.03459,-0.03610,-0.05085,-0.00498,0.06970,0.04097,-0.07197,0.06422,0.00455,0.03589,0.04584,-0.03380,-0.04183,0.04366,-0.00649,-0.03848,-0.02567,-0.03875,-0.00806,-0.02032,0.02530,-0.01295,0.04672,-0.04072,-0.01796,0.04780,-0.05554,0.02142,0.00206,0.02257,-0.00522,0.02418,0.05313,0.04933,0.03846,0.03841,-0.08025,0.03519,-0.00382,0.04387,-0.01534,0.00034,0.03793,0.01697,-0.00193,-0.00289,0.00322,-0.04820,0.01249,-0.00867,0.01668,-0.00132,0.01441,-0.01634,-0.01225,-0.00840,0.03353,0.00197,0.03663,-0.00126,0.06131,-0.00564,-0.00018,-0.01403,0.01032,0.01945,0.01404,-0.00757,0.01861,-0.01206,0.02054,0.02301,-0.01606,-0.00238,-0.00694,-0.03260,-0.01221,0.01334,-0.00387,-0.01653,0.02927,0.01005,0.00135,-0.01213,0.02146,0.00798,-0.01147,-0.00137,0.00488,-0.00322,0.00957,0.02219,-0.00477,-0.00112,0.00015,0.00725,0.00093,-0.00760,0.01932,0.01714,0.00094,-0.00711,-0.03385,-0.00820,-0.00040,-0.00481,-0.01896,0.02130,0.01598,0.00852,-0.00776,0.01763,-0.04823,-0.03404,0.03371,0.02274,-0.00654,0.01334,-0.02849,0.00702,-0.01714,0.01685,-0.00291,0.04840,-0.02086,-0.00142,-0.00626,0.00515,-0.00997,0.00058,-0.01667,0.00205,-0.02538,0.01826,-0.02058,0.00480,0.02651,-0.04332,0.00669,0.03985,0.00668,0.01500,0.02705,-0.00694,-0.01393,0.02464,0.01043,0.01659,0.00184,0.00283,0.02148,-0.00296,-0.01796,0.01138,-0.01234,0.00359,0.00058:#0c3557:Manager 0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810,0.01777,0.01703,0.01357,0.00195,0.00000,-0.00685,0.00535,-0.00087,0.01525,0.00341,0.00701,0.00013,0.00526,-0.00093,0.00238,-0.00144,0.00427,-0.00361,0.00455,-0.00301,0.00032,-0.00120,0.00161,0.00163,-0.00127,-0.00636,0.00313,0.00021,0.00860,-0.00091,0.00039,-0.00286,0.00473,-0.00080,0.00279,-0.00548,0.00187,0.00220,-0.00144,-0.00056,0.00195,-0.00524,-0.00137,-0.00158:#c8c8c8:S&P_500
18.3% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 minimum

Portfolio commentary

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    Pension fund CalPERS struggles for returns in a low-rate world

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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.