Homeopath,Health, Wellness and Fitness
Long Term Growth
I look for companies displaying an imminent rise in sales and cash flow combined with a strong business model and proven management. While most of the holdings are in early phase, small cap category, I also seek out under-appreciated growth stories in mid-cap and large-cap arenas.
I apply rigorous filters in developing my tracker list. I review market caps of my tracker list companies on a weekly basis. A new position is initiated only if current valuation shows the potential to grow 3 times in 5 years. New positions are initiated typically at a fraction of the amount I intend to invest in the stock. Once a new position is initiated, I track the company more closely and tend to build a complete position over 2 to 3 quarters.
I track the development of approx 60 companies on a weekly basis. Stocks which typically make the tracker list include those experiencing 52 week highs, recent IPOs, or companies in which she has personal experience (such as consumer products or retail).
I am constantly on the lookout for new names that are not in my current tracker. Before adding to the tracker, I extensively study the new company for proven management, significant insider holdings, strong business models, significant headroom to grow the business and growing sales and cash flow. Such extensive filters leave very few new companies to add to my tracker every month.
I try to avoid more than two or three holdings in a single industry. Such strategy helps to ensure diversification, typically investing in a minimum of 5 different industries. While there is no solid rule for number of holdings, I prefer to concentrate on the best ideas and keep the number of holdings manageable. My typical number of holdings range from 15 to 25.
I may also invest in an ETF in order to gain broad exposure to a sector or region. I may also invest in ADRs.
Each stock is held until future growth is fully reflected by the market or my original assumptions for the company or business model have significantly changed.
The typical holding period may be as long as 2 or 3 years.
For the most part, I will not utilize margin. However, if a market situation offering much higher reward for risk taken, I may use margin (although generally only for a few months at a time).
I may also invest in high yielding blue chips as opposed to hold cash.
Growth, Concentrated Stock
Inception April 11, 2011
|as of April 22, 2014
||Manager (net of fees)
|Past 30 days
|Past 90 days
|Past 365 days
|Since Inception (Annualized)
Last 365 days
|as of April 22, 2014
||Manager (net of fees)
|Best 30 days
|Worst 30 days
|Value-at-risk (95%, 1 week)
||vs. Russell 2000
||vs. S&P 500
Average trades per month 10.4
Past performance is no guarantee of future results.
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 that fail Covestor's trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
Average subscription returns ("Avg Sub" or "Avg Client") are calculated by Covestor and are composed of the average, daily, time weighted returns of all active subscriptions to the underlying portfolio. These daily average returns are then linked together for the timeframe requested. In addition, these returns include cash, dividends and earnings distributions, brokerage commissions, Covestor advisory fees, and reflect individual client suitability and risk score restrictions. More
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Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs.
Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications (Approach, Asset Class) are provided by Covestor, and are intended to serve as a general guide.
These securities are currently held in the portfolio manager's brokerage account. Holdings in the "Replicable Holdings" table currently pass Covestor's trading rules, subject to individual client constraints. Eligibility for replication may change over time. Actual client subscription holdings may vary.
These transactions were executed in the portfolio manager's brokerage account. Those marked as "Replicable Transactions" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client subscription trade activity may vary.
S&P 500 Index is an unmanaged index compiled by Standard & Poor´s Corp. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index. S&P 500 index data: S&P/Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies Copyright © 2014.