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Manager Disclosure Document

The Rockledge Group

Investment Adviser

Investment portfolio

The Rockledge Group L2 Portfolio

See full details
  • Strategy
    ETF rotation
Sharpe ratio
0.77

365 days

Manager performance
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8.7%

365 days

Risk score

1% fee
$10,000 minimum


Portfolio commentary

  1. Be ready for more market surprises in 2015

    29 January 2015

    We think a sector focus is a good strategy in an uncertain market.

  2. Trying times for active portfolio managers 20 November 2014
  3. Why this stock market is one strange bird 28 October 2014
  4. Mid-course adjustments for the Rockledge L2 Portfolio 9 July 2014
  5. Why hedge funds are misunderstood 6 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.