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
0.92

365 days

Manager performance
-0.00209,0.00931,-0.00467,-0.01130,0.00634,-0.00758,-0.01164,-0.00359,0.01744,0.00928,0.00518,-0.00345,0.01161,0.00842,0.00767,0.00126,0.00526,-0.00829,-0.00350,0.00327,0.00093,0.00879,-0.00637,-0.00260,-0.00108,0.00683,-0.00185,-0.00172,-0.01794,0.01582,0.00397,0.00077,0.00784,0.00252,0.00450,-0.00077,-0.00819,-0.00503,0.01428,0.00090,-0.00232,0.00730,0.00110,-0.00282,-0.00128,-0.00913,-0.00034,-0.00324,0.01115,-0.00100,-0.00317,-0.01243,0.00377,0.00519,0.00651,-0.00167,0.01281,-0.00577,0.01605,0.00833,0.00096,0.00541,-0.00472,-0.00094,0.00540,-0.00889,0.00223,-0.01103,0.00820,-0.00108,0.00031,0.00777,-0.01829,-0.00097,-0.00187,-0.00011,-0.00815,0.00145,0.00753,-0.01241,-0.02603,-0.00954,0.00953,-0.00521,0.01023,-0.00607,-0.02843,0.00797,-0.00029,-0.00045,0.00874,0.00069,0.00886,0.00820,0.00771,0.00440,0.00300,-0.00970,0.00865,-0.00307,0.00399,-0.00163,0.00098,0.00357,0.00211,-0.00448,0.01718,0.00207,0.00368,-0.00053,-0.00019,-0.00549,0.00126,-0.01119,-0.00194,0.00865,0.00666,-0.00622,0.00446,-0.00553,-0.01369,0.00239,-0.01616,-0.00249,0.00369,0.01371,0.00850,0.00150,-0.00226,-0.01898,-0.01185,0.00006,0.01154,-0.02353,-0.00931,0.00530,0.00281,0.01095,0.00543,0.00053,0.00591,-0.00145,0.00282,-0.01411,-0.00256,0.00489,0.00703,0.00305,0.00580,0.00201,-0.00565,0.00015,0.00015,-0.00835,0.01427,-0.00201,-0.00817,-0.01093,0.00257,0.00858,-0.00777,0.00913,0.00585,0.00610,0.00294,0.00166,0.00607,-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:#0c3557:Manager -0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-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:#c8c8c8:S&P_500
11.1%

365 days

Risk score

1.5% fee
$30,000 minimum


Robert Freedland Healthcare

See full details
  • Strategy
    Stock selection
Sharpe ratio
2.18

365 days

Manager performance
-0.00179,0.00834,-0.00362,-0.01264,0.01475,-0.01257,-0.01900,0.00097,0.01442,0.00689,0.00473,-0.00448,0.01346,0.01020,0.01743,-0.00249,0.01796,0.00728,0.00149,0.00060,-0.00149,0.01073,-0.00447,-0.00366,0.00805,0.00123,-0.00725,-0.00554,-0.00961,0.02000,0.00414,0.00058,0.01019,-0.00090,0.00325,-0.00633,-0.00212,0.00409,0.01252,0.00839,-0.00126,-0.00186,0.00461,-0.00244,0.00720,-0.00686,-0.00582,-0.00041,0.01737,0.00127,-0.00674,-0.01685,-0.00271,0.00422,0.00263,-0.00215,0.02342,-0.00019,0.01153,0.00797,0.00049,0.00584,-0.00171,0.00343,-0.00031,-0.00137,-0.00245,0.00124,0.01831,0.02759,0.00315,0.00574,-0.01234,0.01688,0.00103,0.00790,0.01022,0.00508,0.00583,-0.00479,-0.03100,-0.01303,0.01933,-0.00581,0.02717,-0.00781,-0.02639,0.00541,-0.00409,-0.00163,0.03087,0.00970,0.00966,0.00243,0.01250,0.00070,0.03554,-0.00065,0.00867,-0.00292,0.00960,0.00354,-0.00970,0.00908,-0.00739,-0.00619,0.01998,-0.00395,-0.01334,-0.00328,0.00033,-0.00272,0.00232,-0.01635,-0.00428,0.00686,0.01387,-0.00802,-0.00345,-0.02325,-0.01585,0.00043,-0.00482,-0.00117,-0.00090,0.00725,0.00358,0.00217,0.00071,-0.01528,-0.00829,-0.00317,0.01172,-0.02286,-0.00948,0.00437,0.00246,0.00391,-0.00018,0.00794,0.00414,-0.00244,-0.00336,-0.00557,0.00131,0.00037,0.00358,-0.00007,-0.00296,0.00580,-0.00960,0.00246,-0.00755,0.00471,0.01600,-0.00060,-0.00372,-0.00672,0.00174,0.00997,-0.00989,0.00528,0.00539,0.00213,0.00802,0.00058,0.00873,-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:#0c3557:Manager -0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-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:#c8c8c8:S&P_500
31.8%

365 days

Risk score

1% fee
$20,000 minimum


Robert Freedland Sustained Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.53

365 days

Manager performance
-0.00639,0.01070,-0.00133,-0.00496,0.00518,-0.00885,-0.01668,0.00147,0.01814,0.00666,0.00076,-0.00725,0.01008,0.00515,0.00828,-0.00243,0.00851,-0.00045,0.00521,-0.00255,-0.00175,0.01070,-0.00465,-0.00104,-0.00156,0.00275,-0.00105,0.00012,-0.01599,0.01504,0.00195,-0.00169,0.01015,0.00588,0.00253,-0.00530,-0.00528,0.00056,0.01181,0.00217,-0.00166,0.00038,-0.00049,0.00464,-0.00397,-0.00746,-0.00532,-0.00254,0.00956,0.00148,-0.00054,-0.01330,-0.00476,0.00378,0.01088,-0.00557,0.00626,-0.00595,0.00857,0.00381,0.00269,0.00495,-0.00374,0.00707,0.00074,-0.00633,0.00056,-0.01015,0.01620,0.00211,0.00648,0.00382,-0.01542,0.01060,0.00068,0.00269,-0.00305,0.00209,-0.00047,-0.01054,-0.02078,-0.00823,0.00747,-0.01501,0.01190,-0.01658,-0.02845,0.00742,-0.00093,0.01471,0.01061,-0.00015,0.00885,-0.00065,0.00784,0.00125,0.00768,-0.00679,0.00864,-0.00180,0.00042,-0.00117,0.00442,0.00364,-0.00154,-0.00830,0.01243,-0.00033,-0.00142,0.00162,-0.00222,-0.00564,0.00112,-0.01129,0.00111,0.00854,0.01090,-0.00982,0.00285,-0.00708,-0.00964,0.00221,-0.00944,-0.00504,0.00474,0.01255,0.01247,0.00360,-0.00727,-0.01644,-0.01429,0.00681,0.01127,-0.02194,-0.01091,0.00699,0.00529,0.01040,0.00294,0.00466,0.00938,-0.00805,0.00091,-0.01618,0.00271,0.00475,0.00314,0.00143,0.00086,-0.00046,-0.01344,-0.00030,0.00292,0.00285,0.00919,-0.00203,-0.00971,-0.00981,0.01533,0.00310,-0.00460,0.00134,0.00123,0.00677,0.00029,-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:#0c3557:Manager -0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-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:#c8c8c8:S&P_500
6.2%

365 days

Risk score

0.5% fee
$20,000 minimum


Robert Freedland Large Cap Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.93

365 days

Manager performance
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11.2%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. High stakes for the Apple iPhone 6 reveal

    8 September 2014

    In the wake of iCloud security concerns raised by recent events, Apple stock demands lofty results for the next iPhone announcement

  2. The 10 investing and personal finance books you should be reading this summer 7 August 2014
  3. Lineup changes for the Growth and Momentum portfolio 27 June 2014
  4. A Darwinian approach to investing 26 June 2014
  5. How to invest with emerging managers like an institutional investor 25 June 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.