Sizemore Capital Profile Picture
Manager Disclosure Document

Sizemore Capital

Investment Adviser

Sizemore Capital
Covestor Investment Management Webinar Video watch the video

Investment portfolio

Sizemore Capital Strategic Growth Allocation

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  • Strategy
    ETF asset allocation
Sharpe ratio
-0.32

365 days

Manager performance
0.00467,-0.00241,0.00076,-0.00326,-0.00276,0.00351,-0.00330,0.00028,0.00287,-0.00168,0.00346,-0.00764,0.00696,-0.00178,0.00486,0.00009,0.00005,-0.00436,0.00124,-0.00383,-0.00367,-0.01642,-0.00099,0.00703,-0.00836,-0.00063,-0.00236,0.00829,0.00847,-0.00262,0.00737,0.00325,0.00040,0.00569,0.00326,0.00198,0.00071,-0.00289,0.00450,0.00012,0.00204,-0.00137,0.00234,-0.00134,0.00183,-0.00315,0.00464,-0.00164,-0.00483,-0.00192,0.00061,-0.00985,-0.00254,0.00532,-0.00049,0.00154,-0.00224,-0.00869,-0.00786,0.00201,-0.01128,0.00636,-0.00134,-0.00051,-0.00907,0.00076,0.00472,0.00036,-0.00959,0.01078,-0.01645,-0.00874,-0.01207,0.00295,0.00239,0.00692,0.00679,0.00816,0.01284,-0.00605,0.00820,0.00443,-0.00167,0.01019,-0.00133,0.00408,0.00723,0.00032,-0.00491,0.00509,-0.00244,0.00391,0.00118,-0.00028,-0.00010,-0.00192,0.00122,0.00182,0.00474,-0.00134,0.00355,0.00479,0.00071,-0.00146,0.00257,-0.01195,-0.01031,0.00592,0.00569,-0.00155,-0.00182,-0.01182,0.00427,-0.01520,0.00144,-0.01325,-0.01114,0.00266,0.02093,0.01265,0.00291,0.00290,0.00298,-0.00031,0.00254,-0.00237,-0.00267,-0.00737,0.00275,-0.01486,-0.00050,0.00975,0.01281,-0.00440,-0.00665,-0.00299,0.00069,-0.00126,0.01280,-0.00179,0.00701,0.01129,-0.00370,0.00320,-0.00352,-0.01088,0.00498,-0.01176,0.00943,0.01281,-0.00491,0.01092,-0.00905,-0.00448,0.00450,-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:#0c3557:Manager 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,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272:#c8c8c8:S&P_500
-3.2%

365 days

Risk score

1% fee
$10,000 minimum


Sizemore Capital Dividend Growth

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  • Strategy
    Yield
Sharpe ratio
0.02

365 days

Manager performance
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,-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:#0c3557:Manager 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,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272:#c8c8c8:S&P_500
0.2%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. Target proves its value as a dividend dtock

    29 June 2015

    Target is one of the most reliable dividend raisers in America.

  2. Looking for value? Check out energy stocks 14 April 2015
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  4. What billionaires do with money that you don't 27 January 2015
  5. The shifting climate for mortgage REITS 9 January 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.