Sizemore Capital Profile Picture

Sizemore Capital

Investment Adviser

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
-1.24 365 days
Manager performance
Manager perf
0.00450,-0.00373,0.00883,0.00186,0.00091,0.00181,-0.00450,0.00508,-0.00114,0.00076,-0.00033,-0.00598,-0.00013,-0.00009,-0.00151,-0.00574,0.00171,-0.01681,0.00012,-0.00819,-0.00084,0.00847,-0.00610,0.00717,-0.00036,0.01523,-0.00494,0.01092,0.00149,-0.00435,-0.01191,-0.00358,0.00069,0.00970,-0.00325,0.00093,0.00478,0.00746,-0.00295,0.00171,-0.00043,0.00232,-0.00328,0.00302,0.00359,0.00070,-0.01021,0.00404,-0.00084,0.00143,0.00578,0.00194,-0.00273,0.00220,-0.00498,-0.00825,0.00649,0.00058,-0.00920,-0.00273,0.00096,0.01034,-0.00565,0.00020,0.00146,0.00897,0.00254,0.00071,-0.00419,-0.00090,0.00121,-0.00201,-0.01049,0.00431,-0.00208,-0.00751,-0.00050,0.00110,-0.00314,-0.00906,-0.00293,-0.00185,-0.00134,0.00949,0.00262,-0.00395,-0.00366,0.00423,0.00224,0.00706,-0.00620,0.00327,-0.00068,-0.00673,-0.00806,-0.00211,-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:#0c3557:Manager 0.01068,-0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-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:#c8c8c8:S&P_500
-16.5%
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
-1.37 365 days
Manager performance
Manager perf
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,-0.00289,0.00005,-0.00699,-0.00673,0.00508,-0.00373,-0.01679,-0.00603,0.00346,0.01373,-0.00735,0.00269,0.00203,0.00815,0.00680,-0.00080,-0.00400,0.00030,0.00129,0.00055,-0.01238,0.00439,-0.00406,-0.00751,-0.00063,0.00079,-0.00802,-0.00847,-0.00535,-0.00464,-0.00400,0.00889,0.00344,-0.00532,-0.00250,0.00265,0.00504,0.00887,-0.00325,0.00993,-0.00415,-0.00413,-0.00752,-0.00056,-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:#0c3557:Manager 0.01068,-0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-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:#c8c8c8:S&P_500
-24.7%
365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Portfolio commentary

  1. In search of a portfolio’s sweet spot

    10 February 2016

    Keeping portfolio holdings to a manageable level is wise

  2. How to read the market turbulence 29 January 2016
  3. Smart dividend plays for 2016 31 December 2015
  4. Barron’s: Top 10 Stocks Picks for 2016 21 December 2015
  5. Hey Google: It’s time to start paying a dividend 3 November 2015

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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.