John Linnemeier Profile Picture Individual Investor

Opportunistic and Adventurous

I am a contrarian, and I often look to invest in opportunities that may not be popular with the mainstream investing crowd. I typically invest in small to mid-cap stocks that may be especially volatile, but ones that I believe offer a combination of price momentum and strong fundamentals. My goal is to find companies that offer unique products or services in industries that I believe are going through positive thematic or economic changes.

Risk score

Risk Score 5
5
38.7%

Best 30 days

-22.6%

Worst 30 days

Performance

  • 1.6%
    30 day
  • -8.9%
    90 day
  • 30.2%
    365 day
    March 23, 2011
Monthly vs S&P500
John Linnemeier - Opportunistic and Adventurous Monthly vs S&P500
25.8% 12 months
  • $10,000 investment min
  • Margin account required
  • 1.5% fee

Exposure

45.0%
36.6%
12.7%
  • Technology
  • Equity Fund
  • Consumer, Cyclical

Top 5 securities View all

36.6%
24.8%
20.2%
12.7%

Portfolio commentary

  1. Biotech still shines in an uncertain stock market

    17 November 2014

    Here's why quality biotech stocks are worth a serious look.

  2. This bull market is showing its age 8 October 2014
  3. Why the "active vs. passive" investing debate misses the point 8 September 2014
  4. This bull market is showing signs of age 5 June 2014
  5. Why I’m bullish on 3D Systems despite pricey valuation 3 April 2014

show more


Performance detail

  • Manager (net of fees)

Performance

Covestor inception March 23, 2011

as of November 20, 2014 Manager (net of fees) S&P 500
Past 30 days 1.6% 6.0%
Past 90 days -8.9% 3.7%
Past 365 days 30.2% 17.6%
Since Covestor inception (Annualized) 21.8% 15.8%
2014 (YTD) 0.0% 13.1%
2013 97.8% 32.4%
2012 9.1% 16.0%

Risk metrics

Last 365 days

as of November 20, 2014 Manager (net of fees) S&P 500
Best 30 days 38.7% 9.7%
Worst 30 days -22.6% -6.7%
Volatility 36.8% 10.8%
Sharpe Ratio 0.82 1.63
Sortino Ratio 1.27 2.08
Maximum Drawdown -30.6% -7.3%
Value-at-risk (95%, 1 week) -8.5% -2.5%
vs. S&P 500
Information Ratio 0.36
Alpha 16.3%
Beta 1.00
R-Squared 0.09
  • $10,000 investment min
  • Margin account required
  • 1.5% fee

Latest transactions View all

Average trades per month 6.9
Executed Symbol Security Replicable Type Price
11/19/14 BIB ProShares Ultra Nasdaq Biotechnology Yes Buy $120.86
11/19/14 INO Inovio Pharmaceuticals Inc Yes Sell $9.50
11/06/14 AMBA Ambarella Inc Yes Buy $46.15
11/06/14 BIB ProShares Ultra Nasdaq Biotechnology Yes Buy $118.13
11/06/14 SSYS Stratasys Ltd Yes Sell $106.42
11/05/14 SSYS Stratasys Ltd Yes Buy $107.21
11/05/14 USD ProShares Ultra Semiconductors Yes Sell $82.41
11/05/14 BIB ProShares Ultra Nasdaq Biotechnology Yes Sell $115.33

Important Information

  1. Past performance is no guarantee of future results.
  2. 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".
  3. Average client returns are calculated by Covestor and are composed of the average, time-weighted returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.