Libardo Lambrano Profile Picture Individual Investor

Libardo Lambrano

Web Marketing Manager

  • EducationJorge Tadeo Lozano University, Bogota Colombia
  • QualificationsBA Industrial Design
  • Investment Experience3 years

Dividend Paying Large Caps

The portfolio invests in dividend-paying large capitalization stocks, with the goals of long-term capital growth and current income.

Risk score

Risk Score 3

Best 30 days


Worst 30 days


  • 4.5%
    30 day
  • 4.2%
    90 day
  • 4.0%
    365 day
    January 18, 2012
Monthly vs S&P500
Libardo Lambrano - Dividend Paying Large Caps Monthly vs S&P500
-16.1% 12 months

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $20,000 investment min
  • 1% fee


  • Communications
  • Consumer, Cyclical
  • Technology
  • Energy
  • Consumer, Non-cyclical

Top 5 securities View all


Portfolio commentary

  1. Bullish on Google for the long-haul

    24 April 2015

    Google still has big growth potential with its product lineup.

  2. Buffett’s shrewd bet against hedge funds 17 March 2015
  3. Behind the travel industry’s sunny outlook 20 February 2015
  4. This bull market is on thin ice 19 February 2015
  5. Why the energy sector will stabilize soon 3 February 2015

show more

Performance detail

  • Manager (net of fees)
  • Russell High Dividend Yield


Covestor inception January 18, 2012

as of April 24, 2015 Manager (net of fees) Russell High Dividend Yield S&P 500
Past 30 days 4.5% 2.4% 2.9%
Past 90 days 4.2% -3.1% 3.7%
Past 365 days 4.0% 11.5% 15.0%
Since Covestor inception (Annualized) 12.5% 15.7% 18.4%
2015 (YTD) 5.5% 0.5% 3.5%
2014 -0.2% 15.6% 13.7%
2013 25.7% 28.0% 32.4%

Risk metrics

Last 365 days

as of April 24, 2015 Manager (net of fees) Russell High Dividend Yield S&P 500
Best 30 days 7.4% 6.1% 9.7%
Worst 30 days -11.0% -5.6% -6.7%
Volatility 14.1% 10.2% 11.6%
Sharpe Ratio 0.28 1.12 1.29
Sortino Ratio 0.44 1.60 1.85
Maximum Drawdown -15.4% -7.5% -7.3%
Value-at-risk (95%, 1 week) -3.3% -2.4% -2.7%
vs. Russell High Dividend Yield vs. S&P 500
Information Ratio - 0.71 - 1.39
Alpha -4.6% -9.8%
Beta 0.92 1.00
R-Squared 0.45 0.68

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 2.6
Executed Symbol Security Replicable Type Price
02/18/15 EXPE Expedia Inc Yes Buy $89.12
02/18/15 PCLN Priceline Group Inc/The Yes Buy $1129.57
02/11/15 BBBY Bed Bath & Beyond Inc Yes Sell $78.28
02/02/15 PCLN Priceline Group Inc/The Yes Buy $1000.00
02/02/15 EXPE Expedia Inc Yes Buy $85.00
02/02/15 AXP American Express Co Yes Buy $81.11
01/26/15 AAPL Apple Inc Yes Sell $113.53
10/24/14 CPA Copa Holdings SA Yes Buy $102.32

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. 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.