Oceanic Capital Profile Picture
Manager Disclosure Document

Oceanic Capital

Investment Adviser

Investment portfolio

Oceanic Capital Global Diversified Aggressive

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
1.07

365 days

Manager performance
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8.3%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. 4 themes that will shape 2015

    23 December 2014

    Here are the trends that will shape the market environment next year.

  2. Keeping your cool in a gyrating stock market 27 October 2014
  3. Pulling back the curtain on investing jargon 5 September 2014
  4. Portfolio manager shares his top investing tip 3 September 2014
  5. High frequency trading: Fact vs. fiction 8 May 2014

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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.