Texas Christian University; London School of Economics

BA Phi Beta Kappa; Master's in Finance and Accounting

Investment Experience
10 years


Company Name
Sizemore Capital

  • Address
  • 2633 McKinney Avenue
  • Dallas
  • Texas
  • 75204

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Investment portfolio

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.

ETFs / Funds
Sharpe ratio
0.90 365 days
13.3% 365 days
Risk score
  • 1.5% fee
  • $20,000 min

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.

ETFs / Funds
Sharpe ratio
1.19 365 days
11.8% 365 days
Risk score
  • 1% fee
  • $10,000 min

Portfolio commentary

  1. Profile Picture Invest like a guru May 17, 2017

    A more scientific way to be a smart investor

  2. Profile Picture Spring cleaning May 09, 2017
  3. Profile Picture Taco Bell rules May 08, 2017
  4. Profile Picture Stocks with a heart February 16, 2017
  5. Profile Picture Dividends matter January 24, 2017
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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.