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

  • 1.7%
    30 day
  • 6.8%
    90 day
  • 86.7%
    365 day
    March 23, 2011
Monthly vs S&P500
John Linnemeier - Opportunistic and Adventurous Monthly vs S&P500
73.0% 12 months
  • $10,000 investment min
  • Margin account required
  • 1.5% fee

Replicability

100.0%
  • Replicable

Top 5 Holdings View all

100.0%
  • Cash

Portfolio commentary

  1. Why the "active vs. passive" investing debate misses the point

    8 September 2014

    When assessing investment portfolios, this debate often comes up. But how do you skip the battleground and build a better portfolio for yourself?

  2. This bull market is showing signs of age 5 June 2014
  3. Why I’m bullish on 3D Systems despite pricey valuation 3 April 2014
  4. Up in smoke: Why I sold my marijuana stocks 12 March 2014
  5. Why I'm bullish on the biotech sector 19 February 2014

show more


Performance detail

  • Manager (net of fees)

Performance

Covestor inception March 23, 2011

as of September 15, 2014 Manager (net of fees) S&P 500
Past 30 days 1.7% 1.7%
Past 90 days 6.8% 2.7%
Past 365 days 86.7% 20.0%
Since Covestor inception (Annualized) 27.6% 15.4%
2014 (YTD) 13.4% 8.9%
2013 97.8% 32.4%
2012 9.1% 16.0%

Risk metrics

Last 365 days

as of September 15, 2014 Manager (net of fees) S&P 500
Best 30 days 38.7% 7.9%
Worst 30 days -22.6% -4.8%
Volatility 38.9% 10.2%
Sharpe Ratio 2.23 1.96
Sortino Ratio 3.49 2.68
Maximum Drawdown -29.3% -5.7%
Value-at-risk (95%, 1 week) -9.0% -2.4%
vs. S&P 500
Information Ratio 1.81
Alpha 45.9%
Beta 1.28
R-Squared 0.11
  • $10,000 investment min
  • Margin account required
  • 1.5% fee

Latest transactions View all

Average trades per month 6.3
Executed Symbol Security Replicable Type Price
09/15/14 PANW Palo Alto Networks Inc Yes Sell $97.90
09/15/14 TSLA Tesla Motors Inc Yes Sell $255.00
09/15/14 THRM Gentherm Inc Yes Sell $48.05
09/15/14 GPRO GoPro Inc Yes Sell $68.15
09/15/14 EMES Emerge Energy Services LP Yes Sell $122.80
09/15/14 TKMR Tekmira Pharmaceuticals Corp Yes Sell $19.02
09/15/14 TKMR Tekmira Pharmaceuticals Corp Yes Buy $20.24
09/15/14 INO Inovio Pharmaceuticals Inc Yes Sell $10.58

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.