Robert Freedland Profile Picture
  • Education Princeton University; University of California, Davis
  • Qualifications AB, MD
  • Job Title Ophthalmologist
  • Industry Hospital and Health Care
  • Investment Experience Managing own investments for 42 years, active stock blogger/podcaster for 7 years
  • Bob's market commentary and stock …
  • Twitter Twitter

Robert Freedland

Individual Investor

Investment portfolio

Robert Freedland Growth and Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.64

365 days

Manager performance
0.00585,0.00610,0.00294,0.00166,0.00607,-0.00106,0.00114,0.00303,0.00500,0.00553,0.00737,0.00237,-0.00341,-0.00339,-0.01482,0.00191,0.00063,0.00281,0.00347,0.00139,0.00355,-0.00223,-0.00869,0.00496,0.00413,0.00398,0.00440,0.00959,-0.00493,0.00636,-0.00787,-0.00566,0.00490,-0.00737,0.00153,0.00349,-0.00324,0.00121,-0.01179,0.01813,-0.00027,0.00971,-0.00030,-0.00336,-0.00636,0.00031,-0.00741,0.00126,-0.01702,0.00322,0.00864,-0.00698,0.00035,-0.00435,0.01207,0.00622,-0.00258,0.01014,0.00458,0.00118,0.00985,0.00480,-0.00048,-0.00161,-0.00159,0.00361,0.00085,-0.00053,-0.00490,0.00418,0.00660,-0.00236,0.00347,0.00700,0.00223,-0.00995,0.00491,0.00258,-0.00655,-0.00670,0.00649,0.00352,0.00710,-0.00048,-0.00627,-0.00572,0.01023,-0.01691,0.01158,-0.00054,-0.00743,-0.02409,0.00507,0.01663,-0.00805,-0.01582,0.01446,-0.02589,-0.02930,-0.02366,0.01353,-0.00309,0.01157,0.01098,0.00798,0.03039,-0.01283,0.01522,0.00424,-0.00500,0.03011,0.00294,-0.00086,0.01234,0.00243,-0.00066,0.00331,0.01162,-0.01084,0.00755,-0.00289,-0.00139,0.00321,0.00179,0.00007,0.00889,-0.00401,0.00710,0.00313,0.01069,0.00168,0.00754,-0.00188,-0.01600,0.00678,0.00569,0.00556,0.00449,-0.01443,0.00291,-0.01303,0.00431,-0.01645,-0.00551,-0.00604,0.02098,0.02024,0.00075,0.00931,0.00397,0.00496,0.00128,-0.00326,-0.00735,-0.00785,-0.00287,-0.01570,-0.01592,0.00866,0.02324,-0.00547,-0.00907,-0.00240,-0.00322,-0.01328,0.01518,0.00325,0.00380,0.01369,0.00295,-0.00408,-0.00782,-0.00619,0.01270,-0.02071,0.00671,0.01183,0.00901,0.01161,-0.00510,-0.00600,0.01415,0.00604,0.01184,0.00870,0.00437,-0.00065,0.00028,0.00656,0.00022,0.00269,-0.00166,0.00955,-0.00643,0.01425,-0.00683,-0.00105,0.00154,-0.01464,0.00696,-0.02077,0.00238,0.01335,-0.00399,0.01539,0.00165,0.00992,0.00232,0.00242,-0.00164,-0.00507,-0.02573,-0.00293,0.01164,0.01120,-0.01282,-0.00471,0.00310,0.00306,-0.00261,0.00667,0.00297,0.00185,-0.00453,-0.00525,0.00395,0.00092,-0.01441,0.01037,0.00354,0.00499,-0.00368,-0.00329,-0.00289,-0.00129,-0.01154,-0.01607,0.02899,-0.00208,-0.01821,-0.00076,0.00895,0.01240,-0.00379,-0.00110,-0.00004,0.01357,0.00067,0.01084,-0.00116,-0.00196,0.00339:#0c3557:Manager 0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248:#c8c8c8:S&P_500
24.4%

365 days

Risk score

1.5% fee
$30,000 minimum


Robert Freedland Healthcare

See full details
  • Strategy
    Stock selection
Sharpe ratio
2.05

365 days

Manager performance
0.00539,0.00213,0.00802,0.00058,0.00873,-0.00127,0.00145,-0.00125,0.00284,-0.00052,0.00316,-0.00059,-0.00083,-0.00147,-0.00286,-0.00346,0.01896,0.00696,0.01050,0.00175,0.00982,-0.00144,-0.00077,0.00425,0.00177,-0.00318,-0.00212,0.02238,0.00421,0.00391,-0.00895,-0.00919,-0.00101,-0.00022,0.00285,0.00574,-0.00775,-0.00551,-0.00779,0.01067,-0.00554,0.00883,0.01097,-0.00103,-0.00611,-0.00276,-0.00118,0.00619,-0.02494,0.00036,0.00320,-0.00627,-0.00564,-0.01419,0.00452,-0.00216,-0.00152,0.01070,0.00563,-0.00305,0.00901,0.00759,-0.00202,-0.00056,-0.00295,0.00402,0.00389,-0.00212,-0.00170,0.00419,0.00285,-0.00143,-0.00448,0.00246,0.00230,-0.00308,0.00356,-0.00092,-0.00773,-0.00662,0.00851,0.00058,0.00668,-0.00172,-0.00524,-0.00715,0.01354,-0.01542,0.00426,0.00034,-0.00955,-0.00628,0.00117,0.01551,0.00709,-0.01284,0.01872,-0.01833,-0.01106,-0.01550,-0.00057,-0.00868,-0.00443,0.01393,0.01104,0.02401,-0.01103,0.02033,0.00884,0.00281,0.01152,-0.00159,0.02120,0.00869,-0.00012,0.00005,-0.00225,0.00093,-0.01260,0.00817,0.00458,0.00310,0.00304,-0.00823,0.00105,0.01400,-0.00333,-0.00170,0.00472,0.01219,0.00040,0.00347,0.00312,-0.00521,0.00773,0.00423,-0.00296,0.00606,-0.00159,-0.00507,-0.01646,0.00592,-0.00902,-0.00491,-0.01001,0.01377,0.02013,0.00375,0.00042,-0.01271,0.00503,0.00101,-0.00204,-0.00378,-0.01089,0.00058,-0.00523,-0.00393,0.01733,0.01271,-0.00547,-0.00214,0.00004,-0.00751,-0.01040,0.01124,-0.00031,0.00428,0.01360,-0.00029,0.00547,-0.00558,-0.01100,0.00883,-0.01462,0.00481,0.01033,-0.00040,0.01154,-0.00479,-0.01406,0.01281,0.00123,0.00715,0.00078,0.00748,0.00176,0.00283,0.00777,0.00297,-0.00306,0.00136,-0.00104,-0.00298,0.00999,-0.01020,0.00020,0.00969,-0.01644,0.00402,-0.00804,0.00261,0.01149,-0.00240,0.02645,-0.00194,0.01266,0.00899,0.01188,-0.00458,-0.00707,-0.02062,-0.00297,0.00749,0.01176,-0.00814,-0.01453,0.00371,0.00415,-0.00176,0.00559,0.00318,0.00698,-0.00384,-0.00057,-0.00075,-0.00065,-0.00837,0.01032,0.00691,0.00334,0.00663,-0.00437,-0.02003,-0.00226,-0.00875,-0.01625,0.00954,0.00735,-0.01108,-0.00348,0.00185,0.01617,0.00085,-0.00304,0.00017,0.01610,0.00015,0.00866,0.00625,0.00196,-0.00034:#0c3557:Manager 0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248:#c8c8c8:S&P_500
27.3%

365 days

Risk score

1% fee
$20,000 minimum


Robert Freedland Sustained Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
2.13

365 days

Manager performance
0.00123,0.00677,0.00029,-0.00363,0.00696,0.00382,0.00129,-0.00465,0.00243,0.01214,0.00479,-0.00006,-0.00016,-0.00302,-0.01050,0.00180,0.00109,0.00309,0.00472,-0.00338,-0.00040,0.00225,-0.00527,0.00772,0.00114,0.00616,-0.00625,0.00700,-0.00062,0.01082,-0.00208,-0.00698,0.00702,-0.00431,0.00553,0.00510,-0.00488,0.00312,-0.00566,0.00457,0.00327,0.00037,0.00111,0.00036,-0.01095,0.00040,-0.00365,0.00262,-0.02096,-0.00635,0.00681,-0.00756,0.00231,-0.00498,0.01112,0.00219,-0.00118,0.00466,0.00619,-0.00196,0.00475,0.00629,0.00257,0.00063,0.00171,0.00137,0.00273,0.00129,-0.00049,0.00113,0.00492,-0.00443,-0.00034,0.00269,-0.00533,-0.00808,0.00189,0.00287,-0.00110,-0.00444,0.00374,-0.00076,0.00135,-0.00097,-0.01028,-0.00515,0.01226,-0.00883,0.00643,-0.00554,-0.00316,-0.00943,-0.00059,0.00935,-0.00100,-0.01382,0.01075,-0.02001,-0.01076,-0.01549,0.00569,-0.01129,0.00079,0.01054,0.01205,0.02035,-0.00695,0.00782,0.00217,0.00298,0.00982,-0.00045,0.00812,0.01133,0.00370,-0.00245,-0.00212,0.00540,-0.00540,0.00419,0.00257,0.00503,0.00287,0.00659,0.00286,0.00421,0.00298,0.00283,0.00303,0.00303,0.00272,0.00005,0.00394,-0.00521,0.00430,-0.00089,-0.00209,-0.00228,-0.00774,-0.00094,-0.01609,0.00594,-0.01336,-0.00249,-0.00790,0.01407,0.01711,0.00511,0.00534,0.00091,-0.00172,0.00439,0.00091,-0.00416,-0.00439,-0.00048,-0.01460,-0.00758,0.01153,0.02061,-0.00576,0.00213,0.00434,-0.00360,-0.00783,0.00925,-0.00149,0.00316,0.01912,-0.00019,0.00323,-0.01526,-0.00973,0.01899,-0.00580,0.01389,0.01019,0.00681,0.00767,-0.00123,-0.00404,0.00744,0.00270,0.00841,0.00535,-0.00079,0.00176,0.00382,0.01121,0.01520,0.00156,0.00098,-0.00075,-0.00509,0.01113,-0.00511,-0.00486,0.00318,-0.01638,0.00761,-0.01472,-0.00408,0.01344,-0.00065,0.01290,-0.00178,0.01093,-0.00405,0.00881,-0.00031,-0.00519,-0.01870,-0.00099,0.00344,0.01068,-0.00472,-0.00606,0.00557,0.00729,-0.00476,0.00871,0.00165,0.00201,-0.00290,-0.00073,-0.00171,0.00080,-0.01320,0.01298,0.00345,0.00086,0.00818,0.01076,-0.00636,0.00155,-0.00099,-0.00743,0.00960,0.00055,-0.01234,-0.00626,0.00630,0.01028,-0.00139,-0.00337,-0.01216,0.00900,0.00059,0.00244,0.00089,-0.00029,0.00743:#0c3557:Manager 0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248:#c8c8c8:S&P_500
24.5%

365 days

Risk score

0.5% fee
$20,000 minimum


Robert Freedland Large Cap Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.26

365 days

Manager performance
0.00426,0.00571,0.00669,0.00092,0.00451,0.00051,0.00204,-0.00012,0.00081,0.00673,0.00478,0.00294,-0.00127,-0.00799,-0.00946,0.00287,-0.00107,-0.00028,0.00981,0.00069,0.00488,-0.00315,-0.00948,0.00133,-0.00137,0.00305,-0.00698,0.00382,-0.00193,0.00750,-0.00800,-0.00680,0.00384,-0.00523,0.00540,0.00519,0.00183,0.00097,-0.00904,0.00655,0.00113,0.00885,-0.00229,-0.00042,-0.01403,0.00036,-0.00895,0.00357,-0.02250,-0.00157,0.00629,-0.01082,-0.00647,-0.00480,0.01498,0.00207,-0.00072,0.01025,0.00072,-0.00056,0.01186,0.00387,0.00639,0.00258,0.00034,0.00727,0.00050,-0.00009,-0.00461,0.00057,0.00181,0.00011,-0.00103,0.00475,0.00064,-0.00327,0.00487,0.00132,0.00055,0.00332,0.00453,0.00868,0.00657,0.00057,-0.00749,-0.00881,0.00556,-0.01628,0.01458,-0.00036,-0.00075,-0.01881,-0.00224,0.01433,-0.00557,-0.01960,0.02064,-0.01781,-0.00724,-0.01176,0.00490,-0.00849,-0.00037,0.01662,0.00293,0.01930,-0.00572,0.01967,0.00880,0.00332,0.01497,0.00092,0.00738,0.00905,-0.00035,0.00242,0.00244,0.00473,-0.00387,0.00284,0.00046,0.00101,0.00257,0.00107,-0.00195,0.00628,-0.00365,0.00262,0.00650,0.00440,-0.00216,0.00188,0.00498,-0.00623,0.00674,0.00638,0.00124,0.00231,-0.00205,0.00171,-0.01669,0.00368,-0.01723,-0.00657,-0.00534,0.00786,0.02781,0.00052,0.01170,0.00147,-0.00003,0.00045,-0.00032,-0.00297,-0.01264,-0.00012,-0.02195,-0.00816,0.00874,0.02124,-0.00651,-0.00849,-0.00246,-0.00570,-0.00312,0.00912,0.00234,0.00456,0.01650,-0.00821,-0.00412,-0.01627,0.00014,0.01066,-0.01721,0.01214,0.01229,0.00042,0.00628,0.00084,-0.00695,0.01002,0.00293,0.00969,0.00028,0.00455,0.00088,0.00366,0.01227,0.00316,0.00151,-0.00856,-0.00382,-0.00458,0.01140,-0.01069,-0.00686,0.00147,-0.01015,0.00928,-0.01961,-0.00116,0.01757,-0.00717,0.02025,-0.00484,0.00883,-0.00315,0.00188,-0.00278,-0.00372,-0.02128,0.00205,0.00477,0.01562,-0.01385,-0.00749,0.00222,0.00687,0.00259,0.00374,0.00543,0.00058,-0.00667,-0.00130,-0.00011,0.00316,-0.01411,0.00835,0.00155,0.00547,-0.00882,-0.00076,-0.00211,0.00143,-0.00446,-0.01426,0.01228,0.00408,-0.01234,-0.00492,0.00872,0.01719,-0.00195,-0.00342,-0.00046,0.01331,-0.00193,0.00454,0.00163,-0.00173,0.00083:#0c3557:Manager 0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248:#c8c8c8:S&P_500
16.5%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. An investor’s guide to March Madness

    20 March 2015

    CBS and Time Warner should see a nice return on NCAA TV rights deal.

  2. Beware of the deflation whirlpool 18 March 2015
  3. Why Apple is an excellent deflation hedge 9 February 2015
  4. A political liberal’s gloomy outlook for 2015 27 January 2015
  5. 6 worst celebrity financial blunders 5 December 2014

show more

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.