Company Name
Prudent Value

  • Address
  • 655 Montgomery Street
  • San Francisco
  • California
  • 94111

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Investment portfolio

Prudent Value seeks to generate attractive risk-adjusted returns through high-quality equity and debt investments

Strategy
ETFs / Funds
Sharpe ratio
1.63 365 days
Performance
14.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Prudent Value Wtih Options concentrates assets in its best ideas (subject to reasonable diversification) and generally maintains its investment positions for extended periods of time.

Strategy
Options
Sharpe ratio
1.65 365 days
Performance
13.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min

Portfolio commentary

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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.