• 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
  • Links
      Website

Investment portfolio

Strategy
Stocks

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
0.27 365 days
Performance
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6.4% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum


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.