Lakeview Profile Picture
  • Founded 2002
  • Company Name LakeView Asset Mgmt
  • Number of Employees 1
  • Website http://lakeviewasset.com
  • 49 Oval Road
  • Millburn
  • New Jersey
  • 07041
Manager Disclosure Document

LakeView Asset Mgmt

Investment Adviser

Investment portfolio

LakeView Asset Mgmt Restaurant and Food Chain

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.89

365 days

Manager performance
-0.00557,0.00588,0.00772,0.00154,0.00077,0.01071,0.01003,0.00411,0.00428,0.01038,0.00935,0.00919,0.01236,-0.00366,-0.00893,-0.00240,0.00359,-0.00094,0.00423,-0.00089,-0.01002,0.01336,0.00457,-0.01523,0.01054,-0.01993,-0.01744,0.00141,0.02368,0.00945,0.00712,-0.00562,0.00771,0.00665,0.01072,0.00216,0.00716,-0.00934,0.01172,0.01031,0.00901,0.00120,-0.01187,-0.01605,-0.00436,0.01222,0.01168,0.00461,-0.02273,0.01719,-0.00210,0.00581,0.00670,0.00088,0.00555,-0.00673,-0.00387,-0.00341,0.01912,0.00661,-0.00342,0.00242,0.01006,-0.00447,-0.01410,-0.00238,-0.00266,-0.00495,0.00523,-0.00199,-0.00885,-0.01836,-0.00575,0.00258,0.00693,0.00114,0.01494,-0.00554,0.01650,0.00746,0.00077,0.00278,-0.00702,-0.00081,0.00176,-0.01217,0.00144,-0.00254,0.01202,0.01031,-0.00449,0.00425,-0.02874,0.01910,0.00014,0.00037,-0.01201,-0.00078,0.00262,-0.00887,-0.02020,-0.00333,0.01176,-0.01875,0.00990,-0.00646,-0.02472,0.01254,-0.01355,0.02652,0.00712,0.00096,0.02122,-0.00100,0.00563,0.00330,0.00210,-0.01245,0.00897,0.00397,0.00569,0.00145,-0.00078,0.01102,0.00494,-0.00842,0.01650,-0.01028,0.00327,0.00192,-0.00502,-0.00268,0.00410,-0.01154,0.00287,0.00518,0.00880,-0.00827,0.00549,0.00442,-0.01169,-0.00157,-0.01316,-0.00150,0.00822,0.00856,0.01367,-0.00449,-0.00622,-0.02314,-0.02178,0.00652,0.01250,-0.02126,-0.00864,0.00975,-0.00362,0.01040,-0.00226,0.00091,0.01437,-0.01153,0.00069,-0.01175,-0.00731,0.01177,0.00394,-0.00105,0.00913,-0.00618,-0.00977,-0.01326,-0.01629,0.00220,0.02043,-0.00789,-0.01234,-0.00542,0.00815,0.00072,-0.00991,0.00266,0.00522,0.00954,0.00890,-0.00448,0.00079,-0.00166,0.00741,-0.00363,0.00443,0.00847,0.00419,-0.00222,-0.00616,-0.00121,-0.00921,0.01649,0.00377,0.00261,0.00548,0.00029,0.00114,0.00339,-0.00658,0.00684,-0.00029,-0.00038,-0.00380,0.01003,-0.00190,0.00286,-0.01099,-0.01590,0.00368,-0.00704,-0.00385,0.00483,-0.00942,-0.00247,-0.00898,0.01094,-0.00816,0.00912,0.00146,0.00574,0.00104,0.00144,0.00458,-0.00688,-0.01213,-0.00156,0.00723,-0.00755,0.00296,0.00006,0.00350,0.01069,-0.00467,0.00698,0.00380,0.00077,0.00755,0.00361,-0.00197,0.00177,0.00037,0.00368,0.00169,-0.00356,-0.00013,0.00256:#0c3557:Manager -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,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-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:#c8c8c8:S&P_500
13.0%

365 days

Risk score

1.5% fee
$20,000 minimum


LakeView Asset Mgmt High Dividend Low Volatility

See full details
  • Strategy
    Yield
Sharpe ratio
1.28

365 days

Manager performance
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10.1%

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.