Sizemore Capital Profile Picture
Manager Disclosure Document

Sizemore Capital

Investment Adviser

Sizemore Capital
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Investment portfolio

Sizemore Capital Tactical ETF

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.71

365 days

Manager performance
-0.00348,0.00296,-0.00293,0.00814,0.00361,-0.00345,-0.00311,0.00100,0.00658,0.00020,-0.00173,-0.00231,-0.00210,-0.01086,-0.00284,-0.01451,0.00799,-0.00704,0.01048,0.00885,-0.00792,-0.01397,0.00060,0.00120,-0.00775,0.00286,0.00648,-0.00047,0.00721,0.00775,0.00795,0.00447,-0.00313,0.00186,0.00420,0.00029,0.02246,0.00025,-0.00986,-0.00164,0.00043,0.00000,0.00232,-0.00220,-0.00397,0.00964,-0.00090,-0.00866,0.00636,-0.00750,-0.01145,-0.00208,0.01773,0.00661,0.00388,-0.00654,0.00954,0.01119,0.00670,0.00481,0.00714,-0.00728,0.00205,0.00127,-0.00153,0.00213,-0.00440,-0.00210,0.00062,0.00319,-0.00596,0.00531,-0.01610,0.00374,-0.00048,-0.00110,0.00561,0.00598,0.00631,0.00007,-0.00566,-0.00458,0.00768,0.00441,-0.00284,-0.00231,0.00804,-0.00001,-0.00950,-0.00310,-0.00088,-0.00743,0.00969,0.00420,-0.00008,-0.01303,-0.00554,0.00125,0.00425,-0.00241,0.01367,-0.00325,0.00330,0.00920,0.00524,0.00141,0.00356,0.00299,0.00541,-0.01378,-0.00004,-0.00167,0.00700,-0.00008,-0.00733,0.00726,-0.00980,0.00858,0.00421,-0.00317,-0.00380,0.00587,0.01096,-0.00803,-0.02037,-0.00692,0.00742,-0.00717,0.00813,-0.00390,-0.02038,0.00737,0.00133,0.01062,0.01217,-0.00057,0.01300,0.00111,0.00676,0.00259,0.00399,-0.00427,-0.00025,-0.00090,0.00312,-0.00359,0.00461,0.00426,-0.00120,-0.00621,0.01350,-0.00122,0.00288,-0.00954,-0.00376,-0.00672,0.00348,-0.01102,0.00339,0.00799,0.01081,-0.01605,0.00086,0.00239,-0.00164,0.00585,-0.00144,0.00116,0.00843,0.01301,0.00892,0.00048,-0.00097,-0.00301,-0.00286,0.00672,0.00150,-0.01203,-0.00646,0.00135,-0.00497,0.01021,0.00614,-0.00284,0.00829,-0.00141,-0.00197,-0.00677,0.00602,0.00168,0.00525,0.00131,-0.00018,-0.00008,-0.00022,0.00770,-0.00090,-0.00288,0.01023,-0.00008,0.00046,-0.01249,0.00583,0.00286,-0.00567,0.00936,0.00444,0.00432,0.00051,0.00228,0.00420,-0.00160,-0.00039,-0.00104,0.00022,0.01288,0.00845,0.00268,-0.00136,-0.00839,-0.00353,0.00356,-0.00612,0.00087,0.01212,-0.00098,-0.00111,0.00085,-0.00648,-0.00117,-0.00059,0.00417,-0.00318,0.00104,0.00208,0.00523,-0.00246,-0.00352,0.00548,-0.01463,0.00205,0.00448,-0.00375,0.00642,-0.02047,0.01190,-0.00350,0.01427,0.00217,0.00405,-0.00324,0.00134:#0c3557:Manager -0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-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:#c8c8c8:S&P_500
18.4%

365 days

Risk score

1.5% fee
$10,000 minimum


Sizemore Capital Sizemore Global Macro

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  • Strategy
    Long-Only Equity
Sharpe ratio
2.05

365 days

Manager performance
-0.00042,0.00243,0.00066,0.00969,0.00597,0.00526,-0.00347,0.00267,0.01334,0.00177,-0.00265,-0.00022,0.00230,-0.00575,-0.00345,-0.01219,0.00408,-0.00282,0.01306,0.01071,-0.00484,-0.02109,-0.00463,0.00205,-0.00802,0.00596,0.00957,0.00419,0.00799,0.00796,0.00889,-0.00397,-0.00287,0.01027,0.00229,0.00397,0.02177,0.00143,-0.00854,0.00076,0.00242,0.00267,0.00344,-0.00302,-0.00425,0.00876,0.00384,-0.00565,0.00453,-0.00444,-0.01116,-0.00051,0.02017,0.00491,0.00087,-0.00619,0.00812,0.00981,0.01008,-0.00411,0.00805,-0.01039,0.00727,-0.00138,-0.00393,0.00065,-0.00818,-0.00391,-0.00314,0.00241,-0.00802,0.00444,-0.01901,0.00353,0.00123,-0.00544,0.00475,0.00639,0.01006,0.00526,-0.00652,-0.00652,0.00348,0.00752,0.00301,-0.00032,0.00409,-0.00099,-0.00580,-0.00497,-0.00471,-0.00665,0.00994,0.00313,-0.00356,-0.01241,-0.00668,0.00091,0.00906,-0.00048,0.01338,-0.00149,0.00582,0.00684,0.00418,0.00382,0.00410,0.00270,0.00200,-0.01737,0.00134,-0.00137,0.00799,-0.00365,-0.00272,0.00934,-0.00870,0.01039,0.00421,-0.00068,-0.00456,0.00614,-0.00182,-0.00703,-0.02583,-0.00660,0.00994,-0.01464,0.01006,-0.00815,-0.02321,0.00991,0.00076,0.01824,0.01012,-0.00448,0.01302,-0.00070,0.00349,0.00499,0.00108,-0.00614,0.00514,-0.00121,0.00795,-0.00328,-0.00275,0.00364,-0.00158,-0.00931,0.01720,0.00053,0.00957,-0.00737,-0.00425,-0.00379,-0.00045,-0.01384,0.00398,0.01247,0.00841,-0.01281,0.00147,0.00163,-0.00014,0.00793,-0.00269,0.00463,0.01060,0.00420,0.00500,0.00005,0.00191,-0.00462,-0.00135,0.00592,0.00938,-0.01297,-0.00606,0.00438,-0.00544,0.01139,0.00617,-0.00038,0.00322,-0.00633,-0.00025,-0.00654,0.00093,0.00981,-0.00012,0.00286,-0.00598,0.00052,-0.00528,0.01107,0.00065,-0.00550,0.00794,0.00134,0.00278,-0.00691,0.00436,0.00210,-0.00217,0.00341,0.00056,0.00432,0.00578,-0.00041,0.00193,0.00153,0.00124,0.00102,0.00181,0.01317,0.00688,0.00369,0.00132,-0.00685,-0.00180,0.00437,0.00390,0.00149,0.01246,0.00336,0.00272,0.00189,-0.00839,0.00160,-0.00186,0.00183,-0.00160,0.00307,0.00135,0.00470,-0.00757,-0.00258,0.00642,-0.01067,0.00104,0.00226,-0.00503,0.00895,-0.01699,0.00925,-0.00742,0.00800,-0.00083,0.00524,-0.00647,-0.00386:#0c3557:Manager -0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-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:#c8c8c8:S&P_500
23.4%

365 days

Risk score

1.5% fee
$20,000 minimum


Sizemore Capital Strategic Growth Allocation

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.47

365 days

Manager performance
-0.00460,-0.00043,-0.00270,0.00939,0.00035,-0.00247,-0.00318,-0.00089,0.00285,0.00090,-0.00296,-0.00301,-0.00372,-0.01082,-0.00592,-0.00817,0.00768,-0.00797,0.00787,0.00584,-0.00720,-0.00966,0.00138,0.00068,-0.00575,-0.00013,0.00451,0.00010,0.00548,0.00934,0.00822,0.00326,-0.00435,0.00112,0.00538,0.00120,0.01761,0.00180,-0.00893,-0.00300,-0.00309,-0.00211,0.00394,-0.00225,-0.00213,0.00713,-0.00192,-0.00760,0.00298,-0.00561,-0.00793,0.00051,0.01600,0.00703,0.00335,-0.00806,0.00943,0.00974,0.00398,0.00054,0.00752,-0.00292,0.00278,0.00410,-0.00128,0.00333,-0.00504,-0.00384,0.00083,0.00400,-0.00518,0.00504,-0.01140,0.00305,-0.00119,-0.00186,0.00459,0.00614,0.00434,-0.00120,-0.00461,-0.00427,0.00621,0.00354,-0.00171,-0.00295,0.00177,-0.00228,-0.00603,-0.00269,-0.00337,-0.00322,0.01045,0.00199,-0.00295,-0.01100,-0.00313,0.00110,0.00501,-0.00181,0.01232,-0.00244,0.00410,0.00393,0.00181,0.00229,0.00363,0.00363,0.00278,-0.01083,0.00079,-0.00245,0.00423,-0.00384,0.00009,0.00596,-0.00893,0.00641,0.00222,0.00032,-0.00292,0.00439,0.00146,-0.00610,-0.01644,-0.00450,0.00558,-0.00752,0.00786,-0.00253,-0.01722,0.00320,-0.00113,0.00976,0.00924,0.00043,0.00874,0.00023,0.00504,0.00493,0.00244,-0.00608,0.00355,0.00089,0.00262,-0.00032,0.00295,0.00042,0.00061,-0.00314,0.01195,-0.00088,-0.00010,-0.00271,-0.00209,-0.00228,0.00143,-0.00736,0.00261,0.00571,0.00604,-0.00947,0.00183,-0.00072,-0.00370,0.00239,-0.00485,0.00111,0.00545,0.01206,0.00586,0.00179,-0.00103,-0.00405,-0.00638,0.00649,0.00527,-0.01161,-0.00486,0.00573,0.00289,0.00750,0.00214,0.00185,0.00157,-0.00178,-0.00091,-0.00544,0.00286,0.00382,0.00086,0.00107,0.00078,0.00167,-0.00446,0.00693,-0.00223,0.00055,0.00747,-0.00211,-0.00164,-0.00513,0.00457,-0.00023,-0.00481,0.00317,0.00352,0.00255,0.00126,-0.00039,0.00249,0.00059,0.00126,-0.00078,0.00208,0.00731,0.00503,-0.00024,-0.00095,-0.00367,-0.00323,0.00245,0.00099,0.00232,0.00425,0.00324,-0.00013,-0.00027,-0.00521,0.00222,-0.00081,0.00445,0.00355,0.00467,-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:#0c3557:Manager -0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-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:#c8c8c8:S&P_500
12.1%

365 days

Risk score

1% fee
$10,000 minimum


Sizemore Capital Dividend Growth

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.95

365 days

Manager performance
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17.3%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. Can we take a summer vacation from the euro crisis this year?

    11 July 2014

    Ah, summer. The best time for backyard barbeques, outdoor fun … and a European banking crisis.

  2. Why I’m sticking with my 2014 game plan 2 July 2014
  3. Behind my contrarian bet on Target 13 June 2014
  4. The best financial advice for new graduates 4 June 2014
  5. Dividend investing: Three reasons why it's back 22 May 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.