Marketocracy Profile Picture
Manager Disclosure Document

Marketocracy

Investment Adviser

Investment portfolio

Marketocracy Core Portfolio

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.44

365 days

Manager performance
-0.00948,0.00151,0.00342,0.01157,0.00422,-0.00477,-0.01900,-0.01240,0.01290,0.01043,-0.02508,-0.00969,0.00042,0.00233,0.01153,0.00417,0.00465,0.01823,-0.00885,0.00790,-0.01202,0.00379,0.00582,0.00230,0.00383,-0.00177,0.00593,-0.01507,-0.00391,-0.00986,0.00202,0.01362,0.00252,-0.00251,-0.00748,0.00230,0.01258,-0.00441,0.00972,0.00649,0.00477,0.00999,-0.00156,0.00681,-0.00408,-0.00208,0.00022,0.00278,0.00874,0.00304,0.00191,-0.00084,0.00048,-0.00462,0.00136,0.00272,0.00479,0.00430,-0.00011,-0.00140,0.00298,-0.00722,0.00607,-0.00317,0.00558,0.00296,0.00841,-0.00218,0.00470,-0.00562,-0.00904,0.00424,-0.00389,-0.00535,0.00878,-0.00501,-0.00923,-0.01231,0.01567,-0.00131,0.00158,0.00883,0.00104,-0.00213,0.00638,-0.00078,0.00282,-0.02193,0.00196,0.00167,-0.00496,0.00549,0.00116,0.00371,0.00476,-0.00435,0.00698,0.00502,0.00417,0.00926,0.00383,-0.00048,0.00146,0.00508,0.00455,0.00012,0.00184,-0.00186,0.00399,0.00561,-0.01034,-0.00252,-0.00037,0.00314,-0.01019,0.00430,0.00017,-0.00378,-0.01233,0.00408,0.00223,0.00543,-0.00412,-0.01125,-0.00271,0.00315,-0.01716,0.00555,-0.00311,-0.00425,-0.00842,0.00678,0.00488,-0.01380,-0.00952,0.01673,-0.01051,-0.01210,-0.01314,-0.00031,-0.00171,-0.01405,0.00540,0.01141,0.01410,-0.00244,0.01015,0.00455,0.00074,0.01310,-0.00465,0.00435,0.00670,0.00007,-0.00409,-0.00299,0.00725,0.00188,0.00069,0.00459,-0.00033,-0.00181,0.00281,-0.00203,0.00542,-0.00579,0.00503,0.00001,0.00432,-0.00186,0.00268,-0.00290,-0.01320,0.00263,0.00382,0.00127,-0.00077,-0.00760,0.00578,-0.01202,-0.00065,-0.01084,-0.00690,-0.01147,0.01828,0.01699,0.00378,-0.00903,-0.00248,-0.00287,0.00815,0.00217,-0.00811,-0.01025,-0.00071,-0.01292,-0.01089,0.00460,0.01134,-0.00331,-0.00878,-0.00131,-0.00803,-0.00647,0.00965,0.00513,0.00837,0.01871,-0.00052,0.00417,-0.01397,-0.00430,0.01073,-0.00276,0.00599,0.00823,-0.00585,0.00537,-0.00082,-0.00013,0.00943,0.00320,0.00939,0.00481,0.00081,-0.00079,-0.00027,0.00212,0.00352,0.00187,-0.00293,0.00348,-0.00498,0.00597,-0.00204,-0.00337,-0.00291,-0.01104,0.00137,-0.01587,-0.00457,0.01062,-0.00691,0.01151,0.00070,0.00896,-0.00306,0.00421,-0.00050,-0.00053,-0.01745,0.00326:#0c3557:Manager -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,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235:#c8c8c8:S&P_500
5.3%

365 days

Risk score

1.5% fee
$20,000 minimum


Marketocracy Explore Portfolio

See full details
  • Strategy
    Stock selection
Sharpe ratio
-0.04

365 days

Manager performance
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,-0.01752,-0.01602,-0.00980,0.03415,0.01930,0.01570,-0.00209,-0.00583,0.00856,0.01099,0.00213,-0.00061,0.00001,-0.00113,-0.01193,-0.01545,0.02572,0.02697,-0.00264,-0.00280,-0.00358,0.00455,-0.02739,0.02441,0.00123,-0.00449,0.01659,-0.00577,0.00948,-0.00322,-0.01853,0.00842,-0.01556,0.00697,0.00754,-0.00920,0.01227,-0.00986,-0.00348,0.00587,0.00036,0.01971,0.01056,0.00245,0.00290,-0.00041,0.00195,-0.00028,0.00040,-0.00044,0.00617,-0.00399,0.00418,-0.00495,-0.00215,0.01022,-0.01447,-0.00289,-0.01257,0.00625,0.00975,-0.00120,0.00736,0.00350,0.00933,0.00007,-0.00242,-0.00531,-0.00278,-0.03055,-0.00705:#0c3557:Manager -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,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235:#c8c8c8:S&P_500
-0.7%

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.