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

HCB Investment Management

Investment Adviser

Investment portfolio

Strategy
ETF rotation

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
-1.10 365 days
Manager performance
Manager perf
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-39.8%
365 days
Risk score
Fees
  • 1% fee
  • $10,000 minimum

Portfolio commentary

  1. Yieldcos: Be wary of this renewable energy play

    5 November 2015

    These investments often hold risky solar and wind energy assets

  2. Anatomy of an energy market meltdown 13 August 2015
  3. Behind the coal industry’s alarming decline 19 June 2015
  4. Energy sector stock valuations are stretched 20 April 2015
  5. Energy stocks will still be stressed in 2015 20 January 2015

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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.