Marketocracy Profile Picture
Manager Disclosure Document

Marketocracy

Investment Adviser

Investment portfolio

Marketocracy Core Portfolio

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.23

365 days

Manager performance
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2.7%

365 days

Risk score

1.5% fee
$20,000 minimum


Marketocracy Explore Portfolio

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.34

365 days

Manager performance
-0.00214,0.01134,0.00074,0.00907,0.00676,0.00535,-0.00102,0.00146,-0.00487,0.00412,-0.00531,-0.00036,-0.00220,0.00600,0.00195,0.00031,0.00475,-0.01420,0.01659,0.00868,0.00298,-0.00111,0.00848,0.00435,-0.00934,-0.02931,-0.00815,0.01173,-0.01281,0.00810,-0.00704,-0.03297,0.01003,-0.00578,0.01126,0.01208,0.00007,0.00712,0.00199,0.00908,-0.00021,0.01489,-0.00739,0.01118,-0.00140,0.01157,0.00291,0.00103,0.00817,-0.01234,0.00223,0.02497,0.00462,0.00020,-0.00285,-0.00374,-0.01291,0.00200,-0.01362,0.00445,0.00403,0.01911,-0.00208,0.00332,-0.01263,-0.00920,0.00153,-0.02007,0.00043,-0.00251,0.01376,0.01036,0.00186,-0.01127,-0.03395,-0.01075,0.00883,0.01604,-0.03335,-0.01600,0.00007,0.00470,0.01396,0.00471,0.00819,0.01689,-0.00394,-0.00226,-0.02028,-0.00805,0.00869,0.00462,-0.00051,0.00605,-0.00097,-0.01203,-0.00452,-0.01319,-0.00066,0.01968,0.00125,-0.01560,-0.00775,0.00266,0.00911,-0.01266,0.00467,0.00666,0.00610,0.00938,-0.00125,0.01121,-0.01116,-0.00103,-0.00410,0.01236,0.01416,0.00454,0.00479,0.00183,0.00824,0.00131,0.00422,0.01210,0.00813,0.00393,0.00272,0.00642,-0.00229,-0.01593,0.00482,-0.00210,-0.00105,0.00487,0.01367,0.00148,0.00439,-0.01867,-0.01773,0.00742,-0.00859,0.00146,0.00697,-0.01157,-0.00226,-0.02115,0.01967,-0.00300,0.01277,-0.00039,-0.00004,-0.00664,-0.00764,0.00295,-0.00220,-0.02440,-0.00491,0.00402,-0.00096,0.01021,-0.00859,0.00998,0.01506,-0.01096,0.00321,0.00546,0.00268,0.01302,0.00420,-0.00237,-0.00503,0.00311,0.00988,0.00433,0.00373,-0.00309,0.00848,0.00586,-0.00418,-0.01180,0.00045,-0.00075,-0.01671,0.00522,0.00294,-0.01462,-0.01087,0.01005,0.00612,-0.00043,-0.01054,-0.01840,-0.00776,0.01012,-0.02167,0.01277,-0.00716,-0.01801,-0.01813,0.00537,0.01324,-0.00225,-0.01524,0.01691,-0.03601,-0.02069,-0.01255,0.01136,0.01790,0.01502,-0.00786,0.01565,0.01789,-0.01834,0.01952,0.00825,-0.00216,0.02271,-0.00399,0.00898,0.02075,0.00082,-0.00492,-0.00156,-0.02620,0.00128,0.00589,-0.00024,0.00492,-0.00494,-0.00383,-0.00450,0.00591,-0.01512,0.00625,0.00680,0.00437,-0.00307,0.00412,-0.01533,-0.02023,0.01209,0.00988,-0.00528,0.00838,-0.01772,0.00507,-0.02037,0.00946,-0.01751,-0.01602,-0.00980:#0c3557:Manager -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,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849:#c8c8c8:S&P_500
-5.9%

365 days

Risk score

1.5% fee
$100,000 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.