Lakeland Wealth Management Profile Picture Investment Adviser

Lakeland Wealth Management

Lakeland Wealth Management

Long Term Value

This is a concentrated portfolio of low-risk equities.

Risk score

Risk Score 4
Leverage: 1.10

Best 30 days


Worst 30 days


  • 0.9%
    30 day
  • 7.3%
    90 day
  • 2.7%
    365 day
    October 04, 2010
Monthly vs S&P500
Lakeland Wealth Management - Long Term Value Monthly vs S&P500
1.6% 12 months
  • $10,000 investment min
  • Margin account required
  • 0.5% fee


  • Financial
  • Consumer, Cyclical
  • Consumer, Non-cyclical
  • Technology
  • Industrial

Top 5 securities View all


Portfolio commentary

  1. Good times ahead for airlines and cloud players

    29 January 2015

    The collapse in oil prices is a boon to airlines and consumers.

  2. 2014 trends to watch: oil glut and airline oligopoly 22 January 2014
  3. The Fed's liquidity party won't last forever 22 April 2013
  4. We bought Wal-Mart on the strength of its global push 27 October 2012
  5. Covestor managers buy retail stocks despite scary headlines 10 July 2012

show more

Performance detail

  • Manager (net of fees)


Covestor inception October 04, 2010

as of November 25, 2015 Manager (net of fees) S&P 500
Past 30 days 0.9% 1.1%
Past 90 days 7.3% 5.7%
Past 365 days 2.7% 3.2%
Since Covestor inception (Annualized) 16.2% 15.0%
2015 (YTD) 2.5% 3.4%
2014 15.1% 13.7%
2013 39.7% 32.4%
2012 15.6% 16.0%
2011 -1.3% 2.1%

Risk metrics

Last 365 days

as of November 25, 2015 Manager (net of fees) S&P 500
Best 30 days 13.3% 11.2%
Worst 30 days -13.0% -10.0%
Volatility 18.3% 15.2%
Sharpe Ratio 0.14 0.20
Sortino Ratio 0.20 0.28
Maximum Drawdown -17.1% -12.0%
Value-at-risk (95%, 1 week) -4.2% -3.5%
vs. S&P 500
Information Ratio - 0.07
Alpha -0.5%
Beta 1.13
R-Squared 0.88
  • $10,000 investment min
  • Margin account required
  • 0.5% fee

Latest transactions View all

Average trades per month 5.2
Executed Symbol Security Type Price
11/20/15 CNC Centene Corp Buy $56.18
11/18/15 SBUX Starbucks Corp Sell $60.57
11/18/15 COST Costco Wholesale Corp Sell $158.53
11/03/15 EMC EMC Corp/MA Buy $26.27
10/30/15 GILD Gilead Sciences Inc Buy $108.21
10/30/15 FB Facebook Inc Sell $102.25
10/30/15 KORS Michael Kors Holdings Ltd Sell $38.17
10/30/15 SBUX Starbucks Corp Sell $63.09

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 asset-weighted average 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. Not all transactions listed will appear in your account due to Covestor's trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.