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 Tactical ETF

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  • Strategy
    ETF rotation
Sharpe ratio
0.02

365 days

Manager performance
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,-0.00770,-0.00338,-0.01917,0.00089,0.00542,-0.01702,-0.00307,-0.00512,0.01496,0.00154,-0.00134,0.00617,0.00241,-0.00176,0.00917,0.00420,-0.00216,0.00452,-0.00522,0.00855,0.00461,0.00113,-0.00662,-0.00313,-0.00239,0.01432,-0.00421,0.00969,-0.01145,-0.01236,-0.00229,-0.00521,-0.01294,-0.00564,0.01190,-0.00724,-0.00504,-0.00601,-0.01283,-0.00544,0.00731,-0.01712,0.00557,-0.01648,-0.00809,-0.01106,-0.00437,0.00647,0.01377,-0.00665,0.00713,-0.01572,-0.01445,0.00748,0.00288,-0.01135,-0.00882,0.01475,0.00023,0.01459,-0.00904,0.00067:#0c3557:Manager 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,-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:#c8c8c8:S&P_500
0.2%

365 days

Risk score

1.5% fee
$10,000 minimum


Sizemore Capital Sizemore Global Macro

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  • Strategy
    Yield
Sharpe ratio
0.19

365 days

Manager performance
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,-0.00016,0.00232,-0.02363,-0.00603,0.00681,-0.02092,-0.00089,-0.00748,0.01490,0.00625,-0.00395,0.00724,0.00354,0.00508,0.00928,0.00290,0.00020,0.00010,-0.00320,0.00787,0.00312,0.00142,-0.00749,0.00060,0.00157,0.01217,-0.00357,0.00834,-0.00827,-0.00817,-0.00124,-0.00113,-0.00723,-0.00310,0.00932,-0.00526,0.00228,-0.00301,-0.01217,-0.00572,0.00585,-0.01651,0.00836,-0.01051,-0.00444,-0.01359,-0.00699,0.00537,0.00439,-0.01329,0.01363,-0.02322,-0.01369,-0.00618,0.00284,-0.00464,0.00109,0.01425,0.00255,0.01667,-0.01351,0.00397:#0c3557:Manager 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,-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:#c8c8c8:S&P_500
2.3%

365 days

Risk score

1.5% fee
$20,000 minimum


Sizemore Capital Strategic Growth Allocation

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  • Strategy
    ETF asset allocation
Sharpe ratio
0.82

365 days

Manager performance
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,-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:#0c3557:Manager 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,-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:#c8c8c8:S&P_500
6.8%

365 days

Risk score

1% fee
$10,000 minimum


Sizemore Capital Dividend Growth

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  • Strategy
    Yield
Sharpe ratio
1.46

365 days

Manager performance
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13.4%

365 days

Risk score

1% fee
$20,000 minimum


Portfolio commentary

  1. Behind the emerging markets swoon

    6 October 2014

    Charles Sizemore on the recent breakdown in developing markets.

  2. 4 things to know about investing in October 29 September 2014
  3. Should you pay attention to what the 'smart money' is buying? 11 September 2014
  4. Investing during the 'scary' months of September and October 4 September 2014
  5. What to look for in a good investment 3 September 2014

show more

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.