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

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Investment portfolio

The Strategic Growth Allocations are Sizemore Capital's alternative to traditional asset allocation and will invest primarily using ETFs.  The Strategic Growth Allocation seeks to achieve returns comparable to the S&P 500 while taking less risk and is appropriate for investors with an objective of long-term growth.  Income is secondary objective.

Strategy
ETFs / Funds
Sharpe ratio
0.93 365 days
Performance
12.3% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
ETFs / Funds
Sharpe ratio
1.12 365 days
Performance
23.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Sizing up closed-end funds 8 December 2016

    Why closed-end funds may be worth a serious look

  2. Profile Picture Index disruption 30 November 2016
  3. Profile Picture 5 investing classics 23 November 2016
  4. Profile Picture Free falling REITs 16 November 2016
  5. Profile Picture Hedge fund rethink 19 October 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.