Sera Capital Profile Picture
Manager Disclosure Document

Sera Capital Management

Investment Adviser

Investment portfolio

Sera Capital Management Financial Tales Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
0.92

365 days

Manager performance
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5.3%

365 days

Risk score

1% fee
$10,000 minimum


Portfolio commentary

  1. Have investors turned anti-social?

    12 May 2014

    Lately, it seems to be a tale of two markets.

  2. Portfolio manager Carlos Seras talks taxes and investing 14 April 2014
  3. ‘In the real world, volatility doesn’t equal risk’ 29 January 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.