Rockledge Profile Picture
Manager Disclosure Document

The Rockledge Group

Investment Adviser

Investment portfolio

The Rockledge Group L2 Portfolio

See full details
  • Strategy
    ETF rotation
Sharpe ratio
0.92

365 days

Manager performance
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10.6%

365 days

Risk score

1% fee
$10,000 minimum


Portfolio commentary

  1. Trying times for active portfolio managers

    20 November 2014

    In this market, active managers struggle to keep up.

  2. Why this stock market is one strange bird 28 October 2014
  3. Mid-course adjustments for the Rockledge L2 Portfolio 9 July 2014
  4. Why hedge funds are misunderstood 6 June 2014
  5. In praise of hedge funds 30 May 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.