Sizemore Capital Profile Picture
  • 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
  • Website
  • Twitter
  • Blog
  • 2633 McKinney Avenue
  • Dallas
  • Texas
  • 75204
  • Company website
Manager Disclosure Document

Sizemore Capital

Investment Adviser

Sizemore Capital
Covestor Investment Management Webinar Video watch the video

Investment portfolio

Sizemore Capital Tactical ETF

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.37

365 days

Manager performance
0.01301,0.00301,-0.00205,-0.00013,0.00636,0.00151,-0.00812,0.01026,0.01019,-0.00043,0.00340,0.00798,-0.00506,0.00075,-0.00220,0.00513,0.00521,-0.00704,0.00592,-0.00187,0.00433,-0.00629,-0.00211,-0.00430,0.00364,-0.01053,-0.00125,-0.01644,-0.00328,-0.00054,-0.01360,0.00582,0.00789,0.00217,-0.00802,-0.00442,0.00893,-0.00252,0.00649,0.00396,-0.01363,-0.02370,-0.00411,-0.01208,0.00791,0.01359,0.00452,-0.00574,0.01170,-0.00641,-0.00144,0.00778,0.00997,0.00393,-0.00081,0.01629,-0.00413,0.00459,-0.00447,0.00339,0.00308,-0.00035,0.00321,0.00014,-0.00523,0.00338,0.00175,-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:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-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:#c8c8c8:S&P_500
15.6%

365 days

Risk score

1.5% fee
$5,000 minimum


Sizemore Capital Sizemore Global Macro

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  • Strategy
    Long-Only Equity
Sharpe ratio
1.74

365 days

Manager performance
0.01336,0.00216,-0.00015,-0.00183,0.01108,0.00094,-0.01070,0.00545,0.01006,-0.00300,0.00196,0.00938,-0.00679,-0.00044,-0.00221,0.00635,0.00388,-0.00449,0.00831,0.00236,-0.00024,-0.00961,-0.00157,0.00183,0.00821,-0.00975,0.00350,-0.01554,0.00762,-0.00386,-0.01137,0.00682,0.00842,0.00006,-0.01120,-0.00569,0.00643,-0.00836,0.00878,0.00418,-0.01520,-0.03080,-0.00270,-0.01423,0.00863,0.00878,0.00397,-0.00587,0.00925,-0.01091,-0.00410,0.00380,0.01345,0.00424,0.00329,0.01873,-0.00127,0.00359,-0.00260,-0.00059,0.00218,0.00002,0.00366,0.00656,-0.00481,0.01938,0.00157,-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:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-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:#c8c8c8:S&P_500
21.9%

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
1.09

365 days

Manager performance
0.00945,0.00238,-0.00075,-0.00157,0.00404,0.00347,-0.00907,0.00734,0.00882,-0.00094,0.00483,0.00377,-0.00262,0.00233,-0.00076,0.00459,0.00517,-0.00615,0.00611,0.00073,0.00406,-0.00999,-0.00468,-0.00311,0.00217,-0.01200,-0.00195,-0.01257,0.00361,-0.00395,-0.01376,0.01157,0.00737,0.00064,-0.00840,-0.00657,0.01199,-0.00033,0.00447,0.00421,-0.01653,-0.02749,0.00270,-0.01164,0.00937,0.01265,0.01110,-0.00208,0.00809,-0.00167,-0.00265,0.00184,0.00895,0.00714,-0.00151,0.01649,-0.00130,0.00536,-0.00399,0.00327,0.00368,0.00175,0.00151,-0.00140,-0.00803,0.00236,-0.00102,-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:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-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:#c8c8c8:S&P_500
10.8%

365 days

Risk score

1% fee
$10,000 minimum


Sizemore Capital Dividend Growth

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
0.93

365 days

Manager performance
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9.9%

365 days

Risk score

1% fee
$10,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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 subscription minimum is the minimum subscription 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.