HCB Profile Picture
  • Education MBA, Carnegie Mellon University
  • Founded 2005
  • Company Name HCB Investment Management
  • Website http://www.hcbim.com/
  • 1632 Ashbourne Road
  • Elkins Park
  • Pennsylvania
  • 19027
Manager Disclosure Document

HCB Investment Management

Investment Adviser

Investment portfolio

HCB Investment Management Tactical Energy

See full details
  • Strategy
    ETF rotation
Sharpe ratio
-0.93

365 days

Manager performance
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-25.0%

365 days

Risk score

1% fee
$10,000 minimum


Portfolio commentary

  1. Energy stocks will still be stressed in 2015

    20 January 2015

    The energy price swoon has hit the energy and production sector hard.

  2. Oil prices: What’s the futures market is telling us 25 November 2014
  3. Read this before you invest in energy ETFs 24 September 2014
  4. How to keep your investing emotions in check 24 August 2014
  5. Political instability has pushed up oil prices 19 June 2014

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.