Leif Eriksen Profile Picture
  • Education Engineering, University of Toronto, Toronto, Canada
  • Job Title Research Director
  • Industry Information Technology and Services
  • Investment Experience 27 years

Leif Eriksen

Individual Investor

Investment portfolio

Leif Eriksen PWP Growth and Income

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.13

365 days

Manager performance
0.00267,0.00083,-0.00379,-0.00585,0.00193,-0.00517,0.00517,0.00221,-0.00242,-0.00988,0.00545,0.00519,0.02484,0.00672,0.00754,0.00132,0.00634,0.00677,0.00361,0.00214,-0.00083,-0.00028,0.00381,-0.00786,-0.00096,-0.00237,0.00367,-0.00324,-0.00127,0.00514,-0.00898,0.00678,0.00405,-0.00150,-0.00353,0.00719,0.00266,-0.00550,-0.01329,-0.00406,0.00240,-0.00629,0.00598,-0.00149,-0.01540,0.00894,-0.00448,0.00777,0.00876,0.00186,0.00202,-0.00067,0.00653,0.00090,0.00292,-0.00377,0.00421,0.00500,0.00454,-0.00135,0.00281,0.00162,0.00295,-0.00424,0.00823,0.00075,0.00061,-0.00378,0.00198,-0.00120,-0.00073,-0.01002,-0.00254,0.00509,0.00375,-0.00669,0.00126,0.00434,-0.00495,0.00304,-0.00268,0.00494,0.00534,0.00376,0.00347,-0.00105,-0.00311,-0.00723,-0.01053,0.00210,0.00767,-0.00960,-0.00692,0.00212,0.00402,0.00598,0.00242,0.00264,0.00521,-0.00262,0.00225,-0.00358,-0.00600,0.00492,0.00186,0.00196,0.00051,0.00127,-0.00158,0.00753,-0.00219,0.00154,0.00482,-0.00056,-0.00167,-0.00678,0.00166,0.00130,-0.00189,0.00239,0.00272,0.00188,0.00492,-0.00149,0.00293,-0.00072,0.00222,0.00336,0.00003,0.00324,0.00382,0.00010,-0.00005,-0.00605,-0.00525,0.00015,0.00284,0.00340,0.00239,0.00248,0.00183,0.00030,-0.00476,0.00154,0.00213,0.00107,0.00170,0.00378,-0.00084,0.00137,-0.00295,-0.00470,0.00238,-0.00267,-0.00112,0.00402,0.00073,0.00267,-0.00837,0.01007,-0.00256,0.00478,0.00298,-0.00561,-0.00442,0.00017,-0.00192,0.00149,-0.01258,-0.00274,0.00431,-0.00648,-0.00262,-0.00270,0.00859,0.00495,0.00065,0.00604,0.00153,0.00016,0.00716,0.00250,0.00364,0.00067,-0.00389,0.00045,0.00080,0.00130,-0.00194,0.00163,0.00194,-0.00545,-0.00178,0.00512,-0.00376,-0.00527,0.00095,0.00150,-0.00830,-0.00396,0.00193,-0.00099,-0.00057,-0.00195,-0.00714,-0.00542,-0.00025,-0.00937,0.00795,-0.00590,-0.00444,-0.00934,-0.00120,0.00519,-0.00088,-0.00909,0.00893,-0.01201,-0.00948,-0.00843,0.00448,-0.00229,0.00156,0.00770,0.00764,0.01560,-0.00607,0.00822,0.00344,-0.00107,0.01041,-0.01141,-0.00214,0.00687,-0.00383,-0.00178,0.00545,-0.00620,0.00177,0.00099,0.00080,0.00219,0.00109,0.00219,0.00077,0.00244,-0.00378,0.00376,0.00635,0.00274,-0.00065,-0.00106:#0c3557:Manager 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,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
9.2%

365 days

Risk score

0.5% fee
$50,000 minimum


Leif Eriksen Global Growth Brands

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.73

365 days

Manager performance
0.00256,0.00184,0.00057,-0.00348,-0.00510,-0.00241,0.00407,0.00009,0.00057,-0.00750,-0.00165,0.00418,0.00413,-0.00340,0.01184,0.00867,0.00337,0.00739,0.00209,0.00290,-0.00307,0.00576,-0.00102,-0.00741,0.00061,-0.00238,0.00488,-0.00226,-0.00286,0.00118,-0.01496,0.00817,-0.00051,-0.00342,-0.00558,0.00027,0.00571,-0.00545,-0.01037,-0.00349,0.00493,-0.01240,0.01237,-0.00521,-0.02089,0.00774,-0.00383,0.01469,0.01306,0.00060,0.00619,-0.00088,0.00842,0.00378,0.00231,0.00024,0.01015,0.00311,0.00218,0.00179,0.00442,0.00235,0.00041,-0.00492,0.01249,0.00262,-0.00281,0.00540,-0.00163,-0.00349,-0.00240,-0.00719,0.00229,0.00505,0.00700,-0.00431,-0.00055,-0.00268,-0.00403,-0.00220,-0.00456,-0.00066,0.00228,0.00193,0.00852,0.00640,-0.00637,-0.01240,-0.01038,0.00211,0.00634,-0.01817,-0.00818,0.00004,0.00385,0.00906,0.00176,0.00159,0.00449,0.00034,0.00224,-0.01025,0.00119,0.00786,0.00550,-0.00139,0.00160,0.00354,-0.00921,-0.00403,-0.00390,0.00429,0.00944,-0.00223,-0.00691,-0.00643,0.00474,0.00156,-0.00922,0.00324,0.00274,0.00622,0.00681,-0.00165,0.00217,-0.00063,0.00172,-0.00158,0.00273,0.00508,0.00468,0.00204,-0.00335,-0.00290,-0.00665,0.00088,0.00551,-0.00026,0.00568,0.00042,-0.00143,-0.00033,-0.00360,0.00341,-0.00194,0.00425,0.00238,0.00579,-0.00454,0.00553,-0.00504,-0.01036,0.00482,-0.00532,-0.00321,0.00114,-0.00439,-0.00543,-0.00712,0.00935,-0.00398,0.00417,0.00419,0.00653,-0.00918,-0.00002,-0.00237,0.00916,-0.01374,-0.00199,0.00512,-0.00571,0.00142,-0.00413,0.01438,0.00380,-0.00074,-0.00115,0.00455,-0.00091,0.00793,0.00450,0.00208,0.00225,0.01181,0.00217,0.00380,0.00208,-0.00131,-0.00038,0.00712,-0.00311,0.00294,-0.00240,-0.00185,-0.00683,-0.00051,0.00020,-0.00489,-0.00321,0.00245,-0.00240,0.00020,-0.00426,-0.00890,-0.00681,0.00596,-0.01031,0.00679,-0.00189,-0.00375,-0.01099,-0.00103,0.00809,0.00205,-0.00926,0.00961,-0.02330,-0.00642,-0.01287,0.00540,-0.00437,-0.00019,0.00659,0.01152,0.01174,-0.00386,0.00592,-0.00086,0.00292,0.01300,0.00242,0.00455,0.00353,0.00174,-0.00871,0.00331,0.00431,-0.00022,-0.00071,-0.00043,0.00166,-0.00113,0.00216,-0.00560,-0.00308,0.00345,0.00577,-0.00598,0.01239,0.00078,-0.00199:#0c3557:Manager 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,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
7.0%

365 days

Risk score

1% fee
$10,000 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.