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
  • Twitter Twitter
  • Bob's market commentary and stock …

Robert Freedland

Individual Investor

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
0.24 365 days
Manager performance
Manager perf
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,-0.00196,0.00339,0.00275,-0.00864,0.01713,0.00009,0.00042,0.00394,-0.00572,0.00000,-0.00968,0.00725,-0.01376,-0.00075,0.01582,-0.00239,-0.00308,0.00351,0.00642,0.00266,0.01422,0.00114,0.00783,-0.00119,-0.00749,0.00238,-0.00633,-0.02178,0.00504,0.00788,-0.00098,-0.00496,0.00060,-0.01627,0.00348,0.01099,0.01072,0.00226,-0.00664,0.00800,-0.00109,0.00529,-0.00148,0.00008,0.00391,-0.00042,-0.01314,0.00718,0.00307,0.00288,0.00251,0.00040,0.00523,0.00629,-0.01449,-0.00160,0.00633,-0.00201,-0.00076,0.00362,0.00366,0.00927,-0.00068,-0.00650,-0.02565,-0.02737,-0.04303,-0.00647,0.02042,0.01762,0.00124,-0.01334,-0.02188,0.01588,0.00083,-0.00939,0.02609,-0.00965,0.00643,0.00740,-0.00334,0.00978,0.00499,0.00311,-0.01128,0.00496,-0.01108,0.00580,-0.00668,-0.00548,-0.03167,-0.00270,0.00766,0.00190,0.00891,0.01377,-0.01195,0.00469,0.00769,0.00513,0.00875,-0.00813,-0.00970,0.01380,0.00598,0.00600,-0.00196,-0.00375,0.00816,0.00894,0.00523,-0.00125,0.00645,0.00382,-0.00395,-0.00239,-0.00371,-0.00013,0.00066,0.00032,-0.00761,0.00850,0.00289,-0.00979,-0.01177,0.01121,0.00507,0.01069,-0.00033,0.00951,0.00418,-0.00322,0.00318,0.00163,-0.00830,0.00925,-0.00614,-0.01509,0.01871,-0.00686,0.00392,-0.01148,0.00323,-0.02071,0.00868,0.00726,0.01452,-0.01308,-0.01449,0.00768,0.00416,0.00340,-0.00082,0.00338,0.00927,-0.00417,-0.00929,-0.02289,0.00368,-0.00318,-0.01451,-0.01097,0.00527,0.01098,-0.02568,0.00872,-0.01423,0.00586,-0.00719,0.00333,0.01653,-0.00502,0.00903,-0.00956,0.01320,0.01235,0.00801,-0.00969,-0.00628,-0.00623:#0c3557:Manager 0.01029,-0.00342,-0.00425,0.01068,-0.00003,0.00964,0.00407,0.00160,-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:#c8c8c8:S&P_500
4.0%
365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 minimum

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
-0.85 365 days
Manager performance
Manager perf
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,-0.00310,-0.00811,0.01109,0.00212,-0.00195,0.00592,-0.00571,0.00312,-0.01012,0.00454,-0.00787,-0.00404,0.00974,0.00517,-0.00823,0.00236,0.00677,-0.00160,0.01417,0.00224,0.00828,-0.00076,-0.01224,0.00633,-0.00377,-0.01786,0.00676,0.00557,-0.00982,-0.00923,0.00558,-0.01318,0.00315,0.01522,0.00548,0.00707,-0.00355,0.00575,-0.00081,0.00271,-0.00582,0.00438,-0.00759,-0.01408,0.00051,0.01251,0.00067,0.00016,0.00193,0.00058,-0.00546,0.01029,-0.02217,-0.00165,0.00623,-0.00809,0.00300,-0.00309,0.00470,0.01105,-0.00226,-0.00917,-0.03014,-0.02389,-0.04317,-0.00649,0.02552,0.01330,0.00185,-0.01156,-0.01991,0.01808,-0.00908,-0.00258,0.03085,-0.01540,0.01233,0.01403,-0.00633,0.00992,0.00226,0.01031,-0.00977,-0.01506,-0.00878,0.00667,-0.00873,-0.02999,-0.03970,-0.00305,0.01187,0.00596,0.01179,-0.00097,-0.02004,-0.00271,-0.00030,0.00096,0.00850,-0.01143,-0.00387,0.01373,0.00651,0.00665,-0.01007,-0.00099,-0.01541,-0.01556,0.00176,0.01428,0.01029,-0.00864,-0.00546,0.01505,0.00026,-0.00590,0.00348,0.00033,-0.00848,0.00820,-0.00890,-0.01731,-0.00234,0.01090,0.00765,0.01676,-0.01496,0.00668,0.00179,-0.00292,0.00553,0.00566,-0.01603,0.01264,-0.00833,-0.02215,0.02679,-0.01094,0.00329,-0.01133,0.00610,-0.01244,0.00421,0.01274,0.01347,-0.00980,-0.01311,0.00754,0.00546,0.00654,0.00183,0.00027,0.01003,-0.00556,-0.00891,-0.02386,0.00396,-0.00567,-0.02341,-0.01441,-0.01615,0.01082,-0.02053,0.01513,-0.01230,0.00698,-0.00024,-0.00524,0.01617,-0.00796,-0.00056,-0.00709,-0.02822,0.02613,0.01255,-0.01745,-0.00311,-0.00230:#0c3557:Manager 0.01029,-0.00342,-0.00425,0.01068,-0.00003,0.00964,0.00407,0.00160,-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:#c8c8c8:S&P_500
-14.8%
365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

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
-0.06 365 days
Manager performance
Manager perf
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,-0.00161,-0.00779,0.01053,0.00193,-0.00604,0.00676,-0.00087,0.00371,-0.01046,-0.00737,-0.00666,0.00000,0.01093,0.00419,-0.00617,-0.00588,0.00266,0.00265,0.01078,-0.00586,0.00540,0.00157,-0.00568,0.00121,-0.00039,-0.01821,0.00438,0.00794,-0.00250,-0.00090,0.00862,-0.01785,0.00299,0.01392,0.01227,0.00073,-0.00239,0.00624,-0.00110,0.00337,-0.00319,-0.00601,0.00423,0.00428,-0.00172,0.00383,0.00717,0.00755,0.00339,-0.00293,0.00117,-0.00320,-0.01802,0.00026,0.01050,-0.01213,-0.00124,0.00080,0.00762,0.00562,-0.00135,-0.00951,-0.02905,-0.02748,-0.03641,-0.00574,0.03298,0.02043,0.00621,-0.00967,-0.02767,0.02025,-0.00063,-0.00806,0.02336,-0.01668,0.00641,0.00568,-0.00305,0.01158,0.00960,0.00591,-0.00788,-0.00076,-0.01526,-0.00203,-0.00518,-0.01050,-0.03854,-0.00283,0.02886,0.00358,0.01619,-0.00185,-0.00589,0.00181,0.00354,0.00326,0.00602,-0.00578,-0.00666,0.01716,0.00372,0.00745,-0.00430,-0.00663,0.00957,0.01695,0.00503,0.00151,0.00917,-0.00168,-0.00360,0.00628,0.00319,-0.00065,0.00466,0.00403,-0.00935,0.00373,-0.00250,-0.01196,-0.01849,0.01023,-0.00091,0.01539,0.00037,0.00490,0.00170,-0.00072,0.00173,0.00060,-0.00501,0.01013,-0.00844,-0.01563,0.01242,-0.00659,-0.00224,-0.01248,0.00265,-0.01427,0.00439,0.00764,0.01307,-0.01499,-0.01296,0.00273,0.00635,0.00655,-0.00115,0.00222,0.00884,-0.00353,-0.01404,-0.02015,-0.00245,-0.01098,-0.02008,-0.00680,0.00363,0.00924,-0.02499,0.01200,-0.01921,0.00323,-0.00325,0.00240,0.02379,-0.00478,0.01071,-0.01231,0.00341,0.01440,-0.00060,-0.01500,-0.00151,-0.00280:#0c3557:Manager 0.01029,-0.00342,-0.00425,0.01068,-0.00003,0.00964,0.00407,0.00160,-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:#c8c8c8:S&P_500
-0.6%
365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 minimum

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
-0.17 365 days
Manager performance
Manager perf
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-2.5%
365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

Portfolio commentary

  1. 7 ways to navigate the investment maze

    15 September 2015

    Look for momentum, stay humble, spread risks and limit losses.

  2. Keeping balance in a scary stock market 21 August 2015
  3. An investor’s guide to March Madness 20 March 2015
  4. Beware of the deflation whirlpool 18 March 2015
  5. Why Apple is an excellent deflation hedge 9 February 2015

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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.