• Education
    Texas Christian University; London School of Economics
  • Qualifications
    BA Phi Beta Kappa; Master's in Finance and Accounting
  • Investment Experience
    10 years
  • Founded
    2008
  • Company Name
    Sizemore Capital
  • Address
    2633 McKinney Avenue
    Dallas
    Texas
    75204
  • Links
      Blog
      Twitter
      Website

Investment portfolio

Strategy
ETF asset allocation

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.35 365 days
Performance
-0.01778,0.00100,0.00400,0.00387,-0.00614,0.01037,-0.01325,0.00213,0.01256,0.00625,0.00286,-0.00391,0.00433,-0.00535,-0.00465,-0.00364,-0.00445,-0.00552,-0.00491,-0.00335,0.00989,0.00804,-0.00164,0.00226,-0.00472,-0.00340,-0.00378,-0.00274,-0.00120,0.01085,-0.00542,0.00218,-0.00276,0.00331,0.00440,-0.00314,-0.00776,-0.01330,-0.02095,-0.03457,-0.00840,0.02150,0.02110,0.00305,-0.00616,-0.02349,0.00978,0.00354,-0.01276,0.01833,-0.00986,0.00291,0.00049,-0.00365,0.00721,0.00995,0.00280,-0.01281,0.00366,-0.01282,-0.00779,-0.00274,-0.00165,-0.02101,-0.00109,0.01907,0.00511,0.01349,0.02205,-0.00078,0.01053,0.00990,0.00012,-0.00097,-0.00947,-0.00224,0.01139,0.00300,-0.00130,0.00095,-0.00569,0.00857,0.00063,-0.00359,-0.00743,0.01074,-0.00108,-0.00214,0.01134,0.00221,-0.00610,-0.00138,-0.00813,-0.00998,0.00279,-0.00311,-0.01282,-0.00738,0.01361,-0.00225,0.01007,0.00024,0.00129,-0.00008,0.00294,-0.00187,0.00088,-0.00484,0.00601,-0.01274,-0.01189,0.00829,-0.01157,-0.00296,0.00040,-0.00297,-0.01687,-0.00197,0.00922,0.01490,-0.01361,-0.00955,0.00647,0.01107,0.01277,-0.00147,-0.01262,0.00552,-0.00365,-0.00249,-0.00063,0.00417,-0.01392,-0.02007,-0.00802,-0.00289,0.00212,-0.01895,0.01236,-0.01880,-0.00412,-0.01753,0.00812,0.02395,-0.01273,0.01690,-0.00597,0.00699,0.01836,-0.00126,-0.01425,0.00633,0.00286,-0.01272,-0.01708,-0.00799,0.00111,-0.01532,0.01615,0.01701,0.01597,0.00174,-0.00160,0.01407,-0.00997,0.00336,0.00702,-0.00120,-0.00127,0.01503,0.00858,0.00908,0.00527,0.00597,-0.01237,0.00525,-0.00170,0.01504,-0.00141,-0.00559,0.01290,0.01151,0.00102,-0.00621,-0.00064,-0.01070,-0.00168,0.00286,0.01145,0.00617,0.00018,-0.00098,-0.00609,-0.00983,0.00873,-0.00843,0.00787,-0.00048,0.01183,0.00690,-0.00207,-0.00047,0.00605,0.00911,-0.00124,-0.00920,0.00465,-0.00358,0.00470,0.00459,-0.00587,-0.00431,0.00473,-0.00949,-0.00154,0.00008,0.00325,-0.00025,0.00744,-0.00596,0.00167,-0.00766,0.01020,-0.00819,-0.00566,-0.00263,0.00594,-0.00209,0.00868,0.00441,-0.00011,0.00249,-0.00118,0.00275,0.00338,0.00220,0.00539,0.00635,0.00365,-0.00259,-0.01218,-0.00894,-0.00513,0.00302,0.00147,0.00155,0.00813,-0.00024,-0.00091,0.01283,-0.03094,-0.01619:#0c3557:Manager -0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810:#c8c8c8:S&P_500
-4.9% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 minimum

Strategy
Yield

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.12 365 days
Performance
-0.01876,-0.00050,0.00251,0.00584,-0.00783,0.00604,-0.00934,-0.00071,0.01690,0.00269,0.00351,-0.00084,0.00364,-0.00491,-0.00596,-0.00490,-0.00727,-0.00540,-0.00825,-0.00449,0.00861,0.00980,-0.00536,0.00024,-0.00580,-0.01042,-0.01159,0.00125,-0.00179,0.01218,-0.00252,0.00762,-0.00649,0.00557,0.00580,-0.00328,-0.00775,-0.01287,-0.02257,-0.03542,-0.00727,0.02294,0.02889,0.00696,-0.00893,-0.02153,0.01221,0.00207,-0.01194,0.01496,-0.01188,0.00151,-0.00119,-0.00473,0.00842,0.01277,0.00661,-0.00724,0.00421,-0.01209,-0.00679,-0.00362,-0.00084,-0.03012,-0.01001,0.02218,0.00942,0.01585,0.02116,0.00987,0.01699,0.00624,0.00320,-0.00586,-0.01032,-0.00438,0.01192,0.00629,-0.00120,0.00052,-0.00544,0.00632,0.00134,-0.01083,-0.00929,0.01170,-0.00590,0.00203,0.00917,0.00626,-0.01129,-0.00766,-0.01160,-0.01564,0.00205,-0.00534,-0.01432,-0.00380,0.01625,-0.00530,0.01411,0.00237,-0.00230,-0.00086,0.00652,-0.00149,0.00080,-0.00097,0.00345,-0.01931,-0.01611,-0.00485,-0.02343,-0.00444,0.00944,0.00151,-0.02739,-0.01227,0.01310,0.01526,-0.03080,-0.00692,0.01081,0.01070,0.02681,-0.00310,-0.00765,0.00168,-0.00831,0.00044,0.00104,0.00231,-0.01990,-0.02953,-0.00453,-0.00578,-0.01060,-0.02567,0.02342,-0.02392,-0.01373,-0.02335,0.02239,0.04483,-0.01895,0.02702,-0.01541,0.01603,0.02119,-0.00598,-0.02033,0.00899,0.00800,-0.01279,-0.04663,-0.02389,0.01182,-0.01760,0.02186,0.02529,0.02608,0.01059,-0.00429,0.02097,-0.01348,0.00552,0.00510,0.01031,0.00972,0.01652,0.01753,0.01698,0.00780,0.01061,-0.03618,0.00748,-0.00257,0.02150,0.00236,-0.00933,0.02337,0.01779,0.00027,-0.01025,0.00326,-0.02705,0.00645,-0.00357,0.00688,0.00555,0.00639,-0.01421,-0.00932,-0.00959,0.01193,-0.00617,0.02401,0.00709,0.01753,0.01430,-0.00370,-0.00393,0.01291,0.02153,0.00115,-0.00165,0.01089,-0.00743,0.01546,0.01063,-0.01130,-0.00606,-0.00396,-0.01516,0.00197,0.00745,0.00636,-0.00411,0.01125,-0.00247,0.00298,-0.00594,0.00916,-0.00182,-0.01426,0.00196,0.00812,-0.00103,0.00245,0.01072,-0.00389,0.00601,0.00602,0.00524,0.00209,0.00070,0.00949,0.00487,0.00332,-0.00511,-0.01894,-0.01193,-0.00991,0.00413,0.00240,0.00935,0.00004,0.01754,-0.00390,0.01602,-0.03461,-0.02388:#0c3557:Manager -0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019,-0.01230,0.01952,0.01652,0.01648,-0.00467,-0.00003,0.01445,-0.01245,0.00444,0.01135,-0.00187,-0.00812,0.02387,0.00409,0.00350,0.00331,0.00089,-0.01124,0.00505,0.00016,0.01640,-0.00126,-0.00184,0.00560,0.00660,0.00441,0.00099,-0.00088,-0.00639,-0.00038,0.00055,0.00882,0.00435,-0.00204,0.00633,-0.00321,-0.01014,0.01051,-0.01198,0.00279,-0.00274,0.00966,0.01004,0.00017,-0.00098,0.00654,0.00308,0.00076,-0.00519,0.00005,-0.00181,0.00187,0.00165,-0.00923,-0.00506,0.00781,-0.00868,-0.00594,-0.00024,0.00317,0.00075,0.01248,-0.00956,-0.00017,-0.00848,0.00980,-0.00941,0.00021,-0.00371,0.00602,-0.00209,0.01368,0.00697,-0.00021,0.00429,0.00000,-0.00100,0.00113,0.00282,-0.00291,0.00490,0.00129,0.00331,-0.00172,-0.00918,-0.00812,-0.00180,-0.00184,0.00313,-0.00326,0.00581,0.00271,-0.00522,0.01700,-0.03592,-0.01810:#c8c8c8:S&P_500
-2.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Portfolio commentary

  1. sizemore-capital/_profile-35x35.jpg In praise of dividends 15 June 2016

    Dividends are good for companies and the economy

  2. #local.item['profilepicurl']# Sizing up the Brexit Risk 2 June 2016
  3. #local.item['profilepicurl']# The money wave powering REITs 9 May 2016
  4. #local.item['profilepicurl']# Apple beckons bargain hunters 18 April 2016
  5. #local.item['profilepicurl']# Blah returns? Max out on your 401(k)! 6 April 2016
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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.