Education
Cardinal Stritch University

Qualifications
Series 65 and 63

Job Title
Portfolio Manager

Industry
Financial Services

Company Name
Split Rock

  • Address
  • 394 South Lake Ave., Suite 303
  • Duluth
  • Minnesota
  • 55802

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Investment portfolio

The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.

Strategy
Stocks
Sharpe ratio
1.02 365 days
Performance
21.2% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Portfolio commentary


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.