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
0.58

365 days

Manager performance
-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,-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:#0c3557:Manager -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,-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:#c8c8c8:S&P_500
8.1%

365 days

Risk score

1.5% fee
$30,000 minimum


Robert Freedland Healthcare

See full details
  • Strategy
    Stock selection
Sharpe ratio
2.01

365 days

Manager performance
-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,-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:#0c3557:Manager -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,-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:#c8c8c8:S&P_500
30.3%

365 days

Risk score

1% fee
$20,000 minimum


Robert Freedland Sustained Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.28

365 days

Manager performance
-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,-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:#0c3557:Manager -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,-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:#c8c8c8:S&P_500
3.4%

365 days

Risk score

0.5% fee
$20,000 minimum


Robert Freedland Large Cap Momentum

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.91

365 days

Manager performance
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11.5%

365 days

Risk score

1% fee
$20,000 minimum


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.