Island Light Profile Picture
Manager Disclosure Document

Island Light Capital

Investment Adviser

Investment portfolio

Island Light Capital Income Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.83

365 days

Manager performance
0.00723,-0.00300,0.00337,0.00196,0.00090,0.00155,0.00089,0.00204,0.00196,-0.00577,0.00169,-0.00123,0.00333,-0.00069,0.00036,0.00452,-0.00540,0.00420,0.00219,-0.00003,-0.00122,0.00132,0.00050,-0.00350,-0.01151,-0.00405,0.00476,-0.00486,0.00492,-0.00388,-0.01131,0.00372,-0.00097,0.00667,0.00694,-0.00045,0.00584,0.00052,0.00356,0.00177,0.00292,-0.00363,0.00276,0.00097,0.00317,-0.00009,0.00087,0.00313,0.00009,-0.00578,0.00789,-0.00015,0.00207,-0.00150,-0.00164,-0.00307,0.00039,-0.00637,-0.00034,0.00411,0.00456,-0.00570,0.00083,-0.00116,-0.00139,-0.00016,-0.00271,0.00092,0.00202,0.00708,0.00320,0.00096,-0.00161,-0.00453,-0.00398,0.00213,0.00637,-0.00965,-0.00433,0.00293,0.00012,0.00525,0.00144,0.00136,0.00281,-0.00124,0.00016,-0.00436,0.00018,0.00258,0.00264,0.00026,0.00020,-0.00021,-0.00293,0.00234,-0.00115,0.00080,0.00546,-0.00010,-0.00169,-0.00341,0.00188,0.00160,-0.00387,0.00338,0.00197,0.00236,0.00365,0.00006,0.00198,-0.00103,-0.00085,-0.00109,0.00093,0.00540,0.00367,0.00048,-0.00036,-0.00174,-0.00188,0.00083,0.00019,0.00102,0.00460,0.00090,0.00051,-0.00049,-0.00517,0.00216,0.00009,0.00119,0.00221,0.00181,-0.00272,0.00116,-0.00282,-0.00187,0.00329,-0.00263,0.00046,0.00177,-0.00184,0.00182,-0.00441,0.00412,-0.00051,0.00283,0.00107,-0.00100,-0.00105,-0.00024,-0.00115,-0.00207,-0.00945,-0.00139,0.00388,-0.00449,0.00057,-0.00048,0.00385,0.00348,-0.00160,0.00378,0.00216,0.00071,0.00259,0.00177,0.00013,0.00160,-0.00083,0.00279,0.00127,0.00103,-0.00046,0.00100,-0.00228,0.00080,-0.00233,0.00193,-0.00140,-0.00367,0.00061,-0.00041,-0.00406,-0.00155,0.00336,-0.00106,0.00194,-0.00034,-0.00398,-0.00282,0.00102,-0.00589,0.00253,-0.00099,-0.00067,-0.00445,-0.00051,0.00328,0.00064,-0.00457,0.00687,-0.01056,-0.00560,-0.00458,0.00113,-0.00041,0.00066,0.00442,0.00452,0.00752,-0.00423,0.00430,0.00262,-0.00112,0.00542,-0.00092,0.00227,0.00393,-0.00111,-0.00258,0.00191,0.00041,0.00287,0.00012,0.00080,-0.00032,-0.00085,0.00109,-0.00058,0.00285,-0.00217,0.00225,0.00337,0.00111,0.00069,0.00195,-0.00533,-0.00582,0.00137,0.00222,-0.00020,-0.00026,-0.00462,0.00101,-0.00740,0.00040,-0.00600,-0.00530,-0.00123,0.00994:#0c3557:Manager 0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040:#c8c8c8:S&P_500
4.5%

365 days

Risk score

1% fee
$20,000 minimum


Island Light Capital Balanced Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.63

365 days

Manager performance
0.01004,-0.00244,0.00318,0.00241,0.00209,0.00278,0.00178,0.00301,0.00301,-0.00897,0.00188,-0.00184,0.00435,-0.00069,0.00044,0.00497,-0.00802,0.00690,0.00313,-0.00037,-0.00244,0.00146,0.00118,-0.00426,-0.01613,-0.00531,0.00625,-0.00691,0.00620,-0.00555,-0.01542,0.00569,-0.00090,0.00924,0.00861,-0.00029,0.00814,0.00092,0.00474,0.00251,0.00421,-0.00448,0.00418,0.00092,0.00438,-0.00032,0.00081,0.00358,0.00046,-0.00748,0.01134,-0.00045,0.00314,-0.00185,-0.00248,-0.00404,0.00035,-0.00906,0.00005,0.00552,0.00602,-0.00653,0.00135,-0.00163,-0.00254,-0.00057,-0.00455,0.00072,0.00274,0.01023,0.00475,0.00132,-0.00207,-0.00687,-0.00616,0.00303,0.00837,-0.01345,-0.00620,0.00345,0.00151,0.00685,0.00220,0.00190,0.00395,-0.00197,0.00025,-0.00592,0.00021,0.00332,0.00333,0.00019,-0.00004,-0.00012,-0.00428,0.00255,-0.00163,0.00097,0.00749,-0.00078,-0.00309,-0.00450,0.00240,0.00234,-0.00527,0.00449,0.00246,0.00312,0.00486,-0.00096,0.00291,-0.00087,-0.00053,-0.00125,0.00119,0.00714,0.00459,0.00094,-0.00076,-0.00259,-0.00261,0.00113,0.00075,0.00171,0.00538,0.00135,0.00054,-0.00053,-0.00739,0.00259,-0.00045,0.00169,0.00308,0.00369,-0.00267,0.00201,-0.00439,-0.00372,0.00449,-0.00418,0.00035,0.00290,-0.00232,0.00275,-0.00688,0.00617,-0.00099,0.00401,0.00138,-0.00050,-0.00223,-0.00007,-0.00192,-0.00160,-0.01285,-0.00228,0.00512,-0.00649,0.00033,-0.00220,0.00551,0.00495,-0.00169,0.00464,0.00290,0.00064,0.00441,0.00257,0.00028,0.00187,-0.00141,0.00375,0.00168,0.00120,-0.00115,0.00131,-0.00141,0.00134,-0.00264,0.00249,-0.00271,-0.00446,0.00141,-0.00064,-0.00510,-0.00216,0.00475,-0.00139,0.00306,-0.00160,-0.00602,-0.00434,0.00164,-0.00937,0.00406,-0.00224,-0.00055,-0.00747,-0.00055,0.00420,0.00083,-0.00806,0.00916,-0.01476,-0.00871,-0.00691,0.00150,-0.00115,0.00173,0.00653,0.00593,0.01075,-0.00602,0.00678,0.00375,-0.00182,0.00842,-0.00156,0.00314,0.00606,-0.00151,-0.00385,0.00261,0.00041,0.00317,0.00087,0.00123,-0.00041,-0.00112,0.00161,-0.00095,0.00424,-0.00229,0.00233,0.00469,0.00128,0.00046,0.00252,-0.00776,-0.00742,0.00280,0.00322,-0.00104,0.00006,-0.00736,0.00096,-0.01116,0.00076,-0.00938,-0.00697,-0.00123,0.01387:#0c3557:Manager 0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040:#c8c8c8:S&P_500
4.8%

365 days

Risk score

1% fee
$20,000 minimum


Island Light Capital Growth Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.67

365 days

Manager performance
0.01111,-0.00235,0.00350,0.00290,0.00255,0.00313,0.00187,0.00422,0.00321,-0.01031,0.00252,-0.00257,0.00474,-0.00053,0.00033,0.00512,-0.00920,0.00773,0.00383,-0.00035,-0.00295,0.00288,0.00103,-0.00559,-0.01760,-0.00682,0.00690,-0.00782,0.00786,-0.00537,-0.01728,0.00628,-0.00063,0.01102,0.00993,-0.00008,0.00931,0.00134,0.00525,0.00285,0.00467,-0.00559,0.00405,0.00071,0.00445,-0.00051,0.00128,0.00321,0.00074,-0.00753,0.01325,-0.00008,0.00318,-0.00266,-0.00322,-0.00428,0.00033,-0.01007,0.00030,0.00648,0.00680,-0.00815,0.00144,-0.00226,-0.00304,0.00028,-0.00525,0.00148,0.00380,0.01130,0.00673,0.00167,-0.00223,-0.00716,-0.00719,0.00387,0.00819,-0.01554,-0.00624,0.00426,0.00161,0.00836,0.00267,0.00253,0.00486,-0.00256,0.00025,-0.00687,0.00107,0.00450,0.00324,0.00100,0.00053,0.00064,-0.00484,0.00372,-0.00268,0.00041,0.00833,-0.00152,-0.00295,-0.00534,0.00292,0.00201,-0.00562,0.00493,0.00304,0.00360,0.00529,-0.00172,0.00328,0.00012,0.00057,-0.00129,0.00169,0.00800,0.00463,0.00063,-0.00123,-0.00294,-0.00306,0.00157,0.00129,0.00134,0.00540,0.00310,0.00004,-0.00007,-0.00793,0.00272,-0.00007,0.00268,0.00394,0.00539,-0.00250,0.00240,-0.00537,-0.00504,0.00543,-0.00546,0.00020,0.00394,-0.00244,0.00398,-0.00871,0.00804,-0.00126,0.00528,0.00153,-0.00012,-0.00314,0.00042,-0.00311,-0.00180,-0.01613,-0.00251,0.00657,-0.00899,-0.00034,-0.00345,0.00676,0.00678,-0.00199,0.00581,0.00356,0.00076,0.00593,0.00325,0.00038,0.00200,-0.00202,0.00453,0.00214,0.00169,-0.00189,0.00178,-0.00117,0.00259,-0.00323,0.00350,-0.00399,-0.00523,0.00103,-0.00115,-0.00751,-0.00263,0.00601,-0.00179,0.00366,-0.00252,-0.00813,-0.00576,0.00236,-0.01228,0.00591,-0.00315,-0.00049,-0.00985,-0.00057,0.00489,0.00150,-0.01077,0.01114,-0.01848,-0.01079,-0.00866,0.00246,-0.00168,0.00235,0.00817,0.00701,0.01337,-0.00715,0.00861,0.00447,-0.00248,0.01121,-0.00205,0.00384,0.00766,-0.00133,-0.00473,0.00285,-0.00076,0.00394,0.00143,0.00136,-0.00125,-0.00105,0.00237,-0.00116,0.00572,-0.00233,0.00235,0.00645,0.00101,0.00001,0.00374,-0.01004,-0.00901,0.00419,0.00414,-0.00104,0.00008,-0.00951,0.00066,-0.01371,0.00111,-0.01180,-0.00937,-0.00072,0.01748:#0c3557:Manager 0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040:#c8c8c8:S&P_500
6.0%

365 days

Risk score

1% fee
$20,000 minimum


Island Light Capital Conservative Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
1.31

365 days

Manager performance
0.00444,-0.00255,0.00284,0.00135,0.00025,0.00066,-0.00083,0.00185,0.00121,-0.00338,0.00163,-0.00058,0.00254,-0.00078,0.00037,0.00389,-0.00367,0.00280,0.00171,0.00012,-0.00058,0.00097,0.00014,-0.00163,-0.00732,-0.00339,0.00342,-0.00283,0.00344,-0.00220,-0.00714,0.00218,-0.00145,0.00397,0.00524,0.00005,0.00346,0.00013,0.00317,0.00150,0.00190,-0.00281,0.00170,0.00098,0.00208,0.00054,0.00102,0.00259,-0.00073,-0.00270,0.00443,-0.00015,0.00090,-0.00111,-0.00079,-0.00210,0.00121,-0.00349,-0.00003,0.00196,0.00340,-0.00491,0.00069,-0.00079,-0.00122,-0.00009,-0.00190,0.00028,0.00104,0.00446,0.00158,0.00069,-0.00131,-0.00295,-0.00246,0.00210,0.00442,-0.00641,-0.00255,0.00302,-0.00083,0.00331,0.00045,0.00111,0.00197,-0.00063,0.00046,-0.00321,-0.00031,0.00198,0.00163,0.00031,0.00048,-0.00009,-0.00244,0.00211,-0.00079,0.00057,0.00373,0.00022,-0.00048,-0.00210,0.00119,0.00136,-0.00249,0.00237,0.00162,0.00167,0.00235,0.00057,0.00108,-0.00161,-0.00146,-0.00096,0.00073,0.00418,0.00283,0.00037,-0.00023,-0.00094,-0.00105,0.00062,0.00011,0.00085,0.00362,0.00106,0.00049,-0.00007,-0.00261,0.00188,-0.00004,0.00095,0.00027,0.00066,-0.00279,0.00078,-0.00142,-0.00042,0.00236,-0.00160,0.00053,0.00112,-0.00165,0.00154,-0.00240,0.00283,-0.00038,0.00184,0.00082,-0.00133,-0.00002,-0.00035,-0.00031,-0.00200,-0.00701,-0.00060,0.00228,-0.00296,0.00078,0.00057,0.00270,0.00126,-0.00142,0.00321,0.00183,0.00072,0.00129,0.00119,-0.00027,0.00166,-0.00026,0.00210,0.00082,0.00122,0.00000,0.00047,-0.00302,0.00069,-0.00208,0.00150,-0.00078,-0.00304,0.00015,-0.00036,-0.00309,-0.00081,0.00226,-0.00121,0.00144,0.00036,-0.00220,-0.00154,0.00040,-0.00333,0.00139,-0.00017,-0.00129,-0.00209,-0.00122,0.00260,0.00052,-0.00213,0.00618,-0.00771,-0.00325,-0.00196,0.00109,-0.00021,-0.00148,0.00275,0.00353,0.00494,-0.00287,0.00268,0.00176,-0.00046,0.00362,-0.00088,0.00216,0.00344,-0.00151,-0.00135,0.00150,0.00021,0.00272,-0.00011,0.00077,-0.00049,-0.00020,0.00081,-0.00059,0.00221,-0.00244,0.00211,0.00261,0.00135,0.00139,0.00136,-0.00204,-0.00339,-0.00024,0.00142,0.00001,-0.00026,-0.00168,0.00110,-0.00387,0.00054,-0.00332,-0.00397,-0.00019,0.00551:#0c3557:Manager 0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040:#c8c8c8:S&P_500
4.8%

365 days

Risk score

0.5% fee
$20,000 minimum


Island Light Capital Capital Preservation Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
1.08

365 days

Manager performance
-0.00088,-0.00240,0.00235,-0.00054,-0.00135,-0.00070,-0.00201,0.00122,-0.00042,0.00122,0.00127,0.00165,0.00107,-0.00173,0.00121,0.00440,0.00040,-0.00111,-0.00003,0.00107,0.00093,-0.00038,-0.00130,0.00251,-0.00059,-0.00206,0.00205,0.00131,-0.00021,0.00059,0.00005,-0.00104,-0.00132,0.00031,0.00352,0.00042,-0.00017,-0.00105,0.00242,0.00058,0.00121,-0.00142,-0.00011,0.00112,0.00064,0.00199,0.00109,0.00156,-0.00013,-0.00024,-0.00201,0.00013,-0.00115,-0.00121,0.00008,0.00044,0.00195,0.00127,0.00004,-0.00108,0.00129,-0.00500,-0.00011,0.00086,0.00034,-0.00027,0.00142,0.00054,-0.00066,0.00024,-0.00218,-0.00109,-0.00004,0.00232,0.00121,0.00177,0.00143,0.00064,0.00023,0.00148,-0.00145,0.00041,-0.00182,0.00023,0.00045,0.00096,0.00054,-0.00014,-0.00078,0.00062,0.00119,0.00023,0.00130,-0.00036,0.00044,0.00164,0.00027,-0.00031,-0.00032,0.00123,0.00284,0.00051,-0.00023,-0.00035,0.00044,-0.00002,0.00010,0.00077,0.00046,0.00214,-0.00015,-0.00137,-0.00370,-0.00223,0.00017,0.00164,0.00210,-0.00075,-0.00015,0.00025,0.00146,-0.00021,-0.00034,-0.00099,0.00313,0.00004,0.00085,0.00021,0.00136,0.00070,0.00074,0.00020,-0.00009,-0.00236,-0.00225,-0.00022,0.00043,0.00207,0.00113,0.00000,0.00131,-0.00137,-0.00137,0.00030,0.00133,-0.00043,0.00068,0.00046,0.00060,-0.00190,0.00135,-0.00044,0.00020,-0.00300,-0.00331,0.00029,0.00083,-0.00046,0.00085,0.00233,0.00061,0.00113,-0.00080,0.00204,0.00146,0.00125,-0.00098,-0.00046,-0.00143,0.00076,0.00005,0.00090,0.00044,0.00126,0.00067,-0.00049,-0.00460,0.00090,-0.00250,0.00065,-0.00067,-0.00188,-0.00084,-0.00066,-0.00248,0.00023,0.00052,-0.00197,0.00031,0.00130,0.00003,0.00062,-0.00091,0.00056,-0.00121,0.00019,-0.00102,0.00162,-0.00125,-0.00019,0.00120,0.00223,0.00344,-0.00287,-0.00071,0.00089,0.00072,0.00119,-0.00054,0.00102,0.00218,0.00052,-0.00141,-0.00117,0.00085,-0.00003,-0.00004,-0.00179,0.00026,-0.00126,-0.00206,-0.00040,-0.00074,-0.00096,0.00409,-0.00216,0.00088,-0.00032,-0.00020,0.00120,-0.00094,0.00127,-0.00223,0.00153,0.00222,0.00047,0.00142,0.00111,-0.00211,-0.00241,-0.00219,0.00042,0.00088,-0.00221,0.00043,0.00184,-0.00062,-0.00128,0.00001,-0.00345,0.00126,0.00119:#0c3557:Manager 0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040:#c8c8c8:S&P_500
2.5%

365 days

Risk score

1% fee
$20,000 minimum


Island Light Capital Aggressive Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.64

365 days

Manager performance
0.01076,-0.00463,0.00142,0.00497,0.00238,0.00215,0.00425,0.00441,0.00357,-0.01144,0.00281,-0.00270,0.00451,-0.00077,-0.00016,0.00691,-0.00904,0.00710,0.00349,-0.00044,-0.00281,0.00301,0.00207,-0.00755,-0.01815,-0.00732,0.00694,-0.00885,0.00853,-0.00527,-0.01835,0.00876,-0.00109,0.01187,0.00958,0.00029,0.01048,0.00071,0.00491,0.00446,0.00313,-0.00533,0.00481,0.00108,0.00483,-0.00184,-0.00013,0.00501,0.00080,-0.00791,0.01395,-0.00004,0.00431,-0.00411,-0.00269,-0.00460,0.00129,-0.01014,-0.00016,0.00698,0.00652,-0.01003,0.00161,-0.00107,-0.00378,0.00359,-0.00494,0.00186,0.00495,0.00923,0.00633,0.00273,-0.00308,-0.00635,-0.00574,0.00435,0.00904,-0.01519,-0.00656,0.00388,0.00104,0.00916,0.00249,0.00121,0.00308,-0.00289,0.00091,-0.00705,0.00168,0.00425,0.00251,0.00095,0.00066,0.00064,-0.00436,0.00329,-0.00186,0.00052,0.00893,-0.00065,-0.00224,-0.00629,0.00416,0.00190,-0.00626,0.00553,0.00348,0.00402,0.00393,-0.00172,0.00373,-0.00088,0.00080,-0.00047,0.00109,0.00832,0.00427,0.00117,-0.00115,-0.00269,-0.00331,0.00208,-0.00017,0.00116,0.00724,0.00225,0.00025,-0.00225,-0.00709,0.00237,0.00026,0.00364,0.00321,0.00661,0.00049,0.00330,-0.00586,-0.00658,0.00455,-0.00590,0.00010,0.00467,-0.00283,0.00417,-0.01054,0.00941,-0.00193,0.00568,0.00190,0.00023,-0.00435,0.00040,-0.00330,-0.00073,-0.01767,-0.00311,0.00709,-0.00975,-0.00038,-0.00475,0.00773,0.00666,-0.00170,0.00594,0.00366,0.00020,0.00722,0.00390,0.00003,0.00206,-0.00238,0.00473,0.00265,0.00132,-0.00268,0.00185,-0.00010,0.00242,-0.00300,0.00388,-0.00484,-0.00547,0.00141,-0.00069,-0.00745,-0.00285,0.00641,-0.00162,0.00430,-0.00356,-0.01021,-0.00653,0.00417,-0.01468,0.00818,-0.00401,-0.00153,-0.01138,-0.00041,0.00548,0.00144,-0.01287,0.01351,-0.01984,-0.01199,-0.00909,0.00265,-0.00337,0.00200,0.00969,0.00747,0.01492,-0.00789,0.00991,0.00477,-0.00281,0.01325,-0.00292,0.00496,0.00906,-0.00203,-0.00460,0.00314,-0.00064,0.00319,0.00244,0.00174,-0.00142,-0.00069,0.00174,-0.00149,0.00638,-0.00275,0.00175,0.00721,0.00152,0.00008,0.00415,-0.01046,-0.00838,0.00489,0.00428,-0.00199,0.00071,-0.01002,0.00050,-0.01478,0.00123,-0.01369,-0.01009,-0.00140,0.01905:#0c3557:Manager 0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040:#c8c8c8:S&P_500
6.3%

365 days

Risk score

1% fee
$20,000 minimum


Island Light Capital Sector Rotation

See full details
  • Strategy
    ETF rotation
Sharpe ratio
1.92

365 days

Manager performance
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19.7%

365 days

Risk score

1.5% fee
$20,000 minimum


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.