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
Covestor inception April 11, 2011
|as of July 28, 2014
||Manager (net of fees)
|Past 30 days
|Past 90 days
|Past 365 days
|Since Covestor inception (Annualized)
Last 365 days
|as of July 28, 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 10.9
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 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".
Average client returns are calculated by Covestor and are composed of the average, time-weighted returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
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 are provided by Covestor, and are intended to serve as a general guide.
Transactions that are marked as "Replicable" 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 investment trade activity may vary.
Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.