Prudent Value Profile Picture

Prudent Value

Investment Adviser

Investment portfolio

Strategy
Stock selection

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.64 365 days
Manager performance
Manager perf
0.00817,0.00380,0.00377,0.00008,-0.00159,0.00154,-0.00226,0.00327,-0.00046,0.00258,-0.00075,0.00089,-0.00260,-0.00272,0.00100,-0.00758,0.00155,-0.01134,-0.00056,0.00656,-0.00502,0.00949,0.00079,0.00904,-0.00630,0.00788,0.00301,0.00000,-0.00982,-0.00270,0.00034,0.00495,-0.00520,0.00084,0.00020,0.00510,-0.00106,0.00674,0.00349,0.00040,-0.00328,0.00059,0.00209,-0.00059,-0.01015,0.00720,-0.00112,0.00140,0.00483,0.00462,-0.00179,-0.00190,-0.00453,-0.00990,0.00541,0.00315,-0.00927,-0.00393,0.00567,0.00945,-0.00492,-0.00255,-0.00009,0.00780,0.00178,-0.00091,-0.00334,-0.00053,0.00367,-0.00092,-0.00869,0.00276,-0.00124,-0.00481,0.00046,-0.00025,0.00141,-0.00474,-0.00302,-0.00555,-0.00172,0.00868,0.00158,-0.00305,-0.00215,0.00299,0.00124,0.00576,-0.00196,0.00240,0.00233,-0.00508,-0.00299,-0.00263,-0.01569,-0.00015,0.00382,0.00433,-0.00451,0.00023,-0.01093,0.00225,0.01167,0.00752,0.00416,-0.00019,0.00557,0.00806,-0.00059,-0.00006,-0.00412,-0.00509,-0.00578,-0.00575,0.00114,0.00583,-0.00126,0.00027,-0.00266,-0.00221,0.00447,-0.00492,-0.00148,0.00705,-0.00594,-0.00407,-0.00238,0.00543,0.00211,-0.00474,-0.00525,-0.01203,-0.02105,-0.02906,-0.00486,0.02308,0.01700,-0.00092,-0.00648,-0.01720,0.01131,0.00110,-0.01035,0.01532,-0.00636,-0.00021,0.00209,-0.00372,0.00476,0.00942,-0.00321,-0.01086,0.00573,-0.00928,-0.00161,-0.00009,-0.00103,-0.01369,0.00077,0.01014,-0.00100,0.01246,0.01215,-0.00220,0.00506,0.00264,0.00125,0.00200,-0.00217,-0.00280,0.00868,0.00152,0.00255,-0.00021,-0.00687,0.01226,0.01162,0.00258,-0.00146,0.00700,-0.00411,-0.00018,0.00748,-0.00064,-0.00033,0.00135,-0.00143,-0.00773,0.00087,-0.00046,-0.00773,-0.00749,0.01002,0.00170,0.01188,0.00253,0.00224,-0.00009,-0.00003,-0.00164,0.00048,-0.00178,0.00409,-0.00469,-0.01096,0.01342,-0.00493,-0.00659,-0.00691,0.00093,-0.01218,0.00181,0.00532,0.00826,-0.00869,-0.00973,0.00739,0.00537,0.00629,-0.00123,-0.00171,0.00577,-0.00503,-0.00685,-0.00829,0.00184,-0.00724,-0.01604,-0.00608,0.00133,0.00564,-0.01602,0.01239,-0.01675,0.00350,-0.00788,0.00479,0.01465,-0.01052,0.00809,-0.00885,0.00384,0.01843,0.00200,-0.00681,-0.00128,-0.00131,-0.01020,-0.00473,-0.00306,0.00184,-0.00547:#0c3557:Manager 0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230:#c8c8c8:S&P_500
-6.7%
365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

Portfolio commentary

  1. Smart portfolio moves for a stormy market

    24 October 2015

    I bought blue chip P&G to offset market risk in China and Brazil.

  2. Charting a new course on bonds 22 July 2015
  3. Doves rule at global central banks 4 May 2015
  4. Google’s $59 billion cash pile makes it a safe bet 3 February 2015
  5. Loral Space's gravitational pull 27 October 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.