Island Light Harbor Series Profile Picture

Island Light Harbor Series

Investment Adviser

Investment portfolio

Island Light Harbor Series Conservative

See full details
  • Strategy
    Lower risk Multi-Asset
Sharpe ratio
0.60

365 days

Manager performance
-0.00338,-0.00100,0.00172,0.00165,0.00199,0.00091,0.00083,0.00041,0.00239,0.00050,-0.00249,0.00192,-0.00065,0.00069,0.00123,0.00194,-0.00208,-0.00100,-0.00092,0.00038,0.00147,-0.00032,0.00058,0.00036,0.00079,-0.00435,-0.00151,-0.00072,-0.00227,-0.00135,0.00010,-0.00458,-0.00048,-0.00089,-0.00376,0.00247,0.00164,-0.00175,-0.00235,-0.00262,0.00610,-0.00103,0.00154,0.00109,-0.00735,-0.01204,-0.00260,-0.00807,0.00396,0.00390,0.00490,0.00017,0.00220,-0.00051,-0.00032,-0.00299,0.00382,0.00216,-0.00096,0.00748,-0.00111,0.00235,0.00026,0.00160,0.00042,0.00123,0.00102,0.00002,-0.00265,0.00060,-0.00003,-0.00131,-0.00026,0.00065,0.00009,0.00204,-0.00016,-0.00125,0.00007,0.00165,0.00035,-0.00117,-0.00055,-0.00103,-0.00447,-0.00163,-0.00312,0.00227,-0.00381,0.00234,0.00271,0.00004,-0.00264,-0.00040,0.00065,-0.00243,0.00020,0.00102,-0.00289,0.00254,0.00489,0.00080,0.00205,-0.00085,0.00127,0.00219,0.00133,0.00797,-0.00141,-0.00174,-0.00145,0.00019,0.00071,0.00019,0.00016,-0.00109,0.00040,0.00047,-0.00138,0.00079,-0.00103,-0.00280,-0.00002,0.00503,0.00162,-0.00003,-0.00160,0.00448,0.00341,0.00187,-0.00041,0.00281,-0.00157,0.00093,0.00094,-0.00021,0.00117,-0.00164,-0.00126,-0.00237,0.00136,-0.00239,0.00206,-0.00174,-0.00060,-0.00017,-0.00074,0.00278,0.00259,0.00156,0.00017,-0.00161,-0.00214,0.00177,0.00174,-0.00028,0.00015,0.00056,-0.00016,-0.00378,-0.00040,-0.00129,-0.00151,0.00366,0.00078,0.00033,-0.00363,-0.00196,0.00054,0.00185,-0.00002,0.00337,-0.00142,0.00055,0.00119,-0.00133,0.00054,0.00145,0.00123,0.00158,-0.00269,-0.00006,-0.00015,0.00184,-0.00136,0.00078,0.00340,-0.00208,0.00156,0.00064,0.00056,-0.00037,0.00073,-0.00032,-0.00096,-0.00436,-0.00231,0.00222,-0.00141,0.00214,-0.00154,-0.00436,0.00125,-0.00115,0.00318,0.00423,-0.00013,0.00221,-0.00050,0.00229,0.00091,0.00157,-0.00216,0.00121,0.00045,0.00136,0.00047,0.00089,0.00171,0.00001,-0.00257,0.00237,0.00050,0.00022,-0.00116,-0.00030,-0.00157,0.00068,-0.00188,-0.00048,0.00130,0.00240,-0.00443,0.00013,0.00044,-0.00064,-0.00009,0.00004,0.00073,0.00048,0.00318,0.00027,-0.00010,-0.00048,-0.00100,-0.00058,0.00131,0.00287,-0.00357,-0.00148,0.00118,0.00085,0.00228:#0c3557:Manager -0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-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:#c8c8c8:S&P_500
2.2%

365 days

Risk score

0.25% fee
$5,000 minimum


Island Light Harbor Series Moderate

See full details
  • Strategy
    Lower risk Multi-Asset
Sharpe ratio
1.21

365 days

Manager performance
-0.01032,-0.00273,0.00580,0.00271,0.00641,0.00249,0.00283,-0.00065,0.00557,0.00211,-0.00622,0.00522,0.00477,0.00173,0.00281,0.00424,-0.00374,0.00105,-0.00073,0.00402,0.00245,-0.00272,0.00508,0.00102,0.00114,-0.00711,-0.00381,-0.00217,0.00165,-0.00464,0.00200,-0.01059,0.00244,-0.00215,-0.01017,0.00546,0.00652,-0.00092,-0.00726,-0.00449,0.01092,-0.00465,0.00563,0.00400,-0.01142,-0.02094,0.00040,-0.01565,0.00770,0.00603,0.00712,0.00118,0.00545,-0.00172,0.00004,0.00241,0.00426,0.00449,-0.00012,0.01295,-0.00119,0.00354,-0.00144,0.00244,0.00270,0.00103,0.00220,0.00000,-0.00336,0.00195,-0.00073,-0.00318,-0.00007,0.00075,0.00621,0.00194,-0.00052,-0.00330,-0.00223,0.00390,-0.00041,-0.00094,0.00152,-0.00225,-0.00840,-0.00183,-0.00529,0.00311,-0.00590,0.00570,0.00399,-0.00177,-0.00987,0.00084,0.00132,-0.00435,0.00411,0.00471,-0.00074,0.00240,0.00889,0.00440,0.00250,-0.00242,0.00203,0.00420,0.00277,0.01248,-0.00256,-0.00446,-0.00449,-0.00082,-0.00024,0.00201,0.00007,-0.00316,0.00405,-0.00040,-0.00422,0.00332,-0.00476,-0.00703,0.00039,0.01287,0.00400,0.00182,-0.00425,0.00825,0.00592,0.00423,-0.00032,0.00471,-0.00414,0.00234,0.00157,0.00012,0.00267,-0.00334,-0.00265,-0.00135,0.00289,-0.00361,0.00311,-0.00772,0.00482,-0.00001,-0.00138,0.00481,0.00394,0.00368,-0.00125,-0.00232,-0.00311,0.00456,0.00300,-0.00129,0.00034,0.00187,-0.00013,-0.00469,-0.00188,-0.00183,-0.00254,0.00731,0.00125,-0.00115,-0.00791,-0.00260,0.00032,0.00441,-0.00168,0.00936,-0.00154,0.00017,0.00410,0.00057,0.00255,0.00362,0.00150,0.00254,-0.00740,-0.00011,-0.00131,0.00382,-0.00057,0.00044,0.00420,-0.00669,0.00572,0.00235,-0.00005,-0.00194,0.00205,0.00067,-0.00495,-0.01349,-0.00425,0.00474,-0.00574,0.00574,-0.00493,-0.01288,0.00469,-0.00102,0.00830,0.00824,-0.00043,0.00756,0.00034,0.00366,0.00279,0.00275,-0.00455,0.00354,0.00027,0.00379,-0.00047,0.00033,0.00357,0.00083,-0.00672,0.00926,0.00017,0.00240,-0.00168,-0.00125,-0.00386,0.00025,-0.00737,-0.00079,0.00488,0.00518,-0.00609,0.00149,-0.00120,-0.00195,0.00005,-0.00277,0.00066,0.00280,0.00826,0.00381,0.00146,-0.00178,-0.00572,-0.00491,0.00273,0.00721,-0.01193,-0.00468,0.00350,0.00202,0.00643:#0c3557:Manager -0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-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:#c8c8c8:S&P_500
9.3%

365 days

Risk score

0.25% fee
$5,000 minimum


Island Light Harbor Series Aggressive

See full details
  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.34

365 days

Manager performance
-0.01549,-0.00381,0.00889,0.00350,0.00982,0.00390,0.00433,-0.00163,0.00824,0.00518,-0.00953,0.00735,0.00931,0.00214,0.00404,0.00579,-0.00497,0.00238,-0.00073,0.00671,0.00319,-0.00457,0.00790,0.00184,0.00111,-0.00900,-0.00581,-0.00341,0.00468,-0.00708,0.00359,-0.01489,0.00436,-0.00313,-0.01465,0.00742,0.00988,-0.00019,-0.01102,-0.00553,0.01439,-0.00732,0.00879,0.00625,-0.01480,-0.02765,0.00041,-0.01848,0.01056,0.00725,0.00941,0.00086,0.00798,-0.00291,-0.00036,0.00663,0.00408,0.00661,0.00084,0.01674,-0.00109,0.00459,-0.00255,0.00306,0.00450,0.00084,0.00337,0.00019,-0.00429,0.00313,-0.00166,-0.00497,0.00015,0.00248,0.01093,0.00227,-0.00136,-0.00499,-0.00405,0.00583,-0.00052,-0.00036,0.00284,-0.00293,-0.01087,-0.00173,-0.00718,0.00368,-0.00762,0.00891,0.00440,-0.00315,-0.01509,0.00124,0.00222,-0.00595,0.00717,0.00723,0.00119,0.00246,0.01208,0.00723,0.00277,-0.00380,0.00296,0.00525,0.00386,0.01585,-0.00353,-0.00834,-0.00354,-0.00114,-0.00078,0.00371,-0.00264,-0.00413,0.00699,-0.00088,-0.00668,0.00526,-0.00761,-0.00997,0.00064,0.01817,0.00599,0.00286,-0.00607,0.01081,0.00777,0.00621,-0.00009,0.00580,-0.00639,0.00355,0.00175,0.00018,0.00329,-0.00485,-0.00210,-0.00068,0.00417,-0.00499,0.00367,-0.01251,0.00878,0.00011,-0.00189,0.00629,0.00468,0.00525,-0.00226,-0.00330,-0.00365,0.00692,0.00375,-0.00225,0.00094,0.00291,0.00057,-0.00656,-0.00299,-0.00170,-0.00333,0.00971,0.00135,-0.00230,-0.01101,-0.00304,0.00050,0.00608,-0.00230,0.01309,-0.00229,0.00138,0.00641,-0.00011,0.00351,0.00297,0.00177,0.00528,-0.01148,0.00053,-0.00278,0.00556,-0.00008,-0.00006,0.00553,-0.01003,0.00883,0.00369,-0.00044,-0.00305,0.00316,0.00141,-0.00751,-0.02035,-0.00601,0.00686,-0.00872,0.00817,-0.00540,-0.01959,0.00746,-0.00115,0.01225,0.01062,-0.00033,0.01089,0.00111,0.00485,0.00393,0.00398,-0.00629,0.00520,0.00065,0.00572,-0.00111,0.00000,0.00481,0.00091,-0.00969,0.01411,-0.00006,0.00397,-0.00200,-0.00276,-0.00543,-0.00006,-0.01119,-0.00085,0.00756,0.00694,-0.00734,0.00193,-0.00396,-0.00268,0.00242,-0.00497,0.00089,0.00441,0.01002,0.00642,0.00253,-0.00303,-0.00876,-0.00806,0.00415,0.00989,-0.01754,-0.00708,0.00491,0.00201,0.00961:#0c3557:Manager -0.01432,-0.00667,0.00889,0.00468,0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-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:#c8c8c8:S&P_500
14.7%

365 days

Risk score

0.25% fee
$5,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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 subscription minimum is the minimum subscription 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.