Sizemore Capital Profile Picture
Manager Disclosure Document

Sizemore Capital

Investment Adviser

Sizemore Capital
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Investment portfolio

Sizemore Capital Strategic Growth Allocation

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  • Strategy
    ETF asset allocation
Sharpe ratio
0.74

365 days

Manager performance
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7.0%

365 days

Risk score

1% fee
$10,000 minimum


Sizemore Capital Dividend Growth

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  • Strategy
    Yield
Sharpe ratio
1.30

365 days

Manager performance
-0.00591,0.00389,0.00442,0.00208,-0.00058,-0.00046,0.00074,-0.00283,0.00925,-0.00007,-0.00099,0.00467,-0.00129,0.00016,-0.00219,0.00803,-0.00298,-0.00297,0.00053,-0.00207,0.00309,0.00460,-0.00134,0.00173,0.00318,0.00417,0.00172,0.00162,0.01047,0.00133,-0.00579,-0.00259,-0.00626,-0.00041,0.00744,0.00778,0.00156,0.00506,0.00567,0.00374,-0.00100,-0.00381,-0.00007,0.00021,0.00479,0.00037,0.00347,-0.00155,-0.00170,-0.00335,0.00051,0.00398,-0.00333,0.00160,0.00371,0.00158,0.00911,-0.00682,0.00832,-0.00106,0.00502,0.00070,-0.00115,-0.00495,-0.00014,-0.00304,-0.00537,-0.01566,-0.00510,0.00744,-0.01128,0.00146,-0.00102,0.00834,0.01173,-0.00330,0.00884,0.00313,0.00479,0.00541,0.00576,0.00412,0.00292,-0.00530,0.00157,0.00054,0.00087,-0.00234,0.00353,-0.00179,0.00068,-0.00295,0.00878,-0.00412,-0.00494,-0.00470,-0.00014,-0.01662,-0.00423,0.00938,-0.00202,-0.00167,0.00244,-0.01044,-0.00803,0.00329,-0.01123,0.00808,-0.00155,-0.00567,-0.00506,-0.00379,0.00321,0.00039,-0.00796,0.01421,-0.01573,-0.01004,-0.00636,0.00427,-0.00431,0.00324,0.00805,0.01140,0.01532,-0.00494,0.00780,0.00434,-0.00009,0.00860,-0.00651,-0.00207,0.00397,-0.00571,-0.00507,0.00388,-0.00184,0.00559,0.00251,0.00190,-0.00016,0.00365,0.00067,0.00254,0.00497,0.00067,0.00214,0.00363,0.00463,-0.00150,0.00726,-0.00792,-0.00744,0.00561,0.00158,-0.00350,-0.00277,-0.01430,0.00187,-0.01077,0.00068,-0.01305,-0.01547,-0.00442,0.02720,0.01318,0.00347,0.00795,0.00029,-0.00151,0.00297,-0.00014,-0.00127,-0.01127,0.00653,-0.01311,-0.00139,0.01407,0.00900,-0.00612,-0.00389,-0.00313,0.00237,-0.00165,0.01412,-0.00011,0.00978,0.01214,-0.00202,0.01022,-0.00532,-0.01497,0.00882,-0.01016,0.00675,0.01545,-0.00952,0.01247,-0.01312,-0.00392,0.00753,-0.00324,0.01347,0.00442,0.00246,0.00057,-0.00556,0.00731,0.00137,-0.00565,0.00055,-0.01003,0.00349,0.00268,0.00055,-0.00368,-0.00033,-0.01703,0.00142,-0.01121,-0.00367,0.00761,-0.00608,0.00717,0.00497,0.01731,-0.00611,0.01809,0.00507,-0.00861,-0.00923,-0.00118,0.00075,0.01019,-0.00504,-0.00297,0.00381,0.00740,-0.00526,0.00250,-0.00416,0.00456,-0.00421,0.00478,0.00593,0.00276,-0.00837,0.00392,-0.00345,0.00448,0.00321,0.00550:#0c3557:Manager -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,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226:#c8c8c8:S&P_500
13.9%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. Looking for value? Check out energy stocks

    14 April 2015

    Energy stocks are trading 20%-50% discounts to their 2014 highs.

  2. The long-term case for REITs 13 March 2015
  3. What billionaires do with money that you don't 27 January 2015
  4. The shifting climate for mortgage REITS 9 January 2015
  5. Investing lessons from the masters of the universe 29 December 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.