Stone Fox Capital Profile Picture

Stone Fox Capital

Individual Investor

Investment portfolio

Stone Fox Capital Opportunistic Arbitrage

See full details
  • Strategy
    Aggressive
Sharpe ratio
0.12

365 days

Manager performance
-0.01897,0.00128,0.01692,0.01522,0.00160,-0.02404,-0.01790,0.04713,0.01101,-0.01041,0.03455,-0.00233,-0.06265,-0.01466,0.04345,0.02149,0.00416,-0.02077,0.02853,0.01600,0.04141,-0.01034,-0.01000,-0.02748,0.03117,0.00264,-0.00063,0.01901,-0.04293,-0.01847,0.00150,0.03243,-0.00318,-0.02504,-0.05585,0.02194,0.01511,-0.00721,0.04591,0.00156,0.00573,-0.03460,0.00001,-0.00477,0.01123,0.00051,-0.01185,0.00610,0.00479,0.00084,-0.01867,-0.02169,0.00692,-0.00340,-0.00856,0.02195,0.00471,-0.03766,0.00868,0.01029,0.01513,0.01439,0.00951,0.01324,0.01742,0.01443,0.00447,-0.00231,0.00738,0.00194,0.02693,-0.02575,0.00469,-0.01256,0.00566,0.01356,-0.00386,-0.00705,-0.06632,0.02345,0.03027,0.01084,-0.00961,0.00842,0.01661,-0.03130,-0.05681,-0.01426,0.04974,-0.02718,0.03517,-0.00745,-0.04972,0.02239,-0.03060,0.05303,0.02800,0.01889,0.01599,0.00324,0.00939,-0.00970,0.02167,-0.01013,-0.01132,-0.01450,0.01503,-0.00521,0.02874,0.01778,-0.00852,-0.01889,0.05751,0.00631,0.00923,0.00021,0.01189,-0.04077,0.00261,-0.02615,0.00766,0.02754,0.03717,-0.01856,-0.00260,-0.00551,-0.02111,0.00670,-0.04838,-0.01634,0.01589,0.02736,0.01802,0.00247,-0.02744,-0.04272,-0.03982,0.02733,0.03488,-0.06718,-0.05035,0.00597,0.02172,0.03907,0.01489,0.02277,0.02466,-0.00329,-0.01081,-0.03662,-0.01730,0.04334,0.01108,0.00609,-0.00810,-0.00550,-0.04008,-0.03257,-0.05048,-0.00117,0.04317,-0.01003,-0.01783,-0.03360,0.00313,0.03328,-0.01440,0.01913,-0.00063,0.00754,0.02264,-0.00896,0.02233,-0.02036,-0.01013,-0.00155,0.00941,0.01856,0.03488,0.00874,0.00869,0.01146,-0.00995,0.01986,0.01032,0.01767,0.01649,-0.00216,0.00709,0.01673,-0.03370,0.02936,0.01324,0.00978,0.03053,-0.00332,-0.01732,0.00386,-0.03733,-0.04827,0.02816,-0.02330,0.01808,0.02259,-0.02034,0.00901,-0.03541,0.03297,0.01720,0.01473,0.00752,0.00947,-0.00510,-0.01552,-0.01368,0.01468,-0.07285,-0.01700,0.00400,-0.02537,-0.00046,-0.01944,0.01038,0.02226,-0.02369,0.01695,-0.00851,-0.00004,0.01760,0.01401,0.01529,-0.01200,-0.00485,0.01298,0.01238,0.01129,-0.01225,0.00937,-0.00260,-0.02174,-0.01952,0.02143,0.00179,-0.02413,0.01219,-0.00125,-0.01190,-0.03663,0.01307,0.00631,0.01356,-0.02188:#0c3557:Manager -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,-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:#c8c8c8:S&P_500
4.5%

365 days

Risk score

1.5% fee
$20,000 minimum


Stone Fox Capital Net Payout Yields

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  • Strategy
    Yield
Sharpe ratio
2.30

365 days

Manager performance
-0.00704,-0.00129,0.00060,-0.00074,0.00420,-0.00254,-0.00707,0.00994,-0.00077,-0.00914,0.00504,-0.00356,-0.01280,0.00435,0.02418,0.00589,0.00340,-0.00627,0.01377,0.01000,-0.00134,0.00093,0.00680,0.00346,0.00530,0.00268,0.00229,0.00228,-0.00189,-0.00031,0.00157,0.00583,-0.00333,0.00525,-0.01845,0.00972,0.00100,-0.00100,0.00852,0.00433,0.00112,-0.00272,-0.00227,-0.00760,0.00641,0.00597,-0.00041,0.00041,0.00417,-0.00416,-0.00507,-0.00102,-0.00471,-0.00476,0.01173,0.00284,0.00036,-0.01200,-0.00231,-0.00257,0.00407,-0.00155,0.01380,-0.00294,0.00491,0.00911,0.00514,0.00404,-0.00094,-0.00104,0.00488,-0.00993,-0.00305,-0.00159,0.00266,-0.00314,-0.00005,0.00438,-0.01234,0.00745,0.00138,-0.00382,-0.00421,0.00281,0.00018,-0.00951,-0.02026,-0.00443,-0.00058,-0.00830,0.01139,-0.00416,-0.01895,0.00417,0.00415,0.01284,0.00932,-0.00015,0.01355,-0.00258,0.00520,0.00489,0.00291,-0.00491,0.00720,0.00018,-0.00038,-0.00209,0.00192,0.00954,0.00589,0.00144,0.01955,-0.00253,0.00048,-0.00027,-0.00339,-0.00551,-0.00129,-0.00833,0.00006,0.00840,0.00565,-0.00650,0.00535,0.00117,-0.00204,0.00122,0.00025,-0.00611,0.00875,0.00509,0.00574,0.00458,-0.00212,-0.00858,-0.01384,0.00384,0.00503,-0.01793,-0.01046,0.00890,0.00495,0.00757,0.00093,0.00396,0.00197,0.00085,0.00486,-0.00319,0.00470,0.01020,0.01094,0.00032,0.00361,0.00212,-0.00664,0.01231,0.00087,0.00189,0.00956,-0.00378,-0.00608,-0.01111,0.00605,0.00239,-0.00984,0.01024,0.00264,0.00423,0.00505,-0.00398,0.00664,0.00148,0.00075,0.00109,0.00288,0.00152,0.00526,0.00205,-0.00148,-0.00735,-0.00612,0.00408,0.00244,0.00007,0.00687,0.00423,0.00210,-0.00144,-0.00784,0.00150,0.00185,0.00104,0.00193,0.00469,-0.00191,0.00897,-0.00270,-0.00774,0.00613,-0.00416,0.00427,0.00575,-0.00562,0.01047,-0.00604,0.00947,-0.00082,0.00321,0.00099,0.00037,-0.00382,0.00166,-0.00171,0.00088,-0.01663,0.00057,0.00569,-0.00919,-0.00752,-0.00705,0.01322,0.00419,0.00022,0.00554,0.00457,0.00059,0.00549,0.00498,0.00448,0.00104,-0.00211,0.00514,0.00167,-0.00139,-0.00240,0.00131,0.00152,-0.00207,-0.00301,0.00370,-0.00548,-0.00220,0.00385,0.00080,-0.00485,-0.00028,0.00655,0.00360,0.00657,-0.00220:#0c3557:Manager -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,-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:#c8c8c8:S&P_500
23.1%

365 days

Risk score

1% fee
$20,000 minimum


Stone Fox Capital Opportunistic Arbitrage Long Only

See full details
  • Strategy
    Stock selection
Sharpe ratio
0.13

365 days

Manager performance
-0.01199,-0.00185,0.01054,0.01119,0.00066,-0.00715,-0.01039,0.02045,0.00554,-0.01202,0.01980,-0.00678,-0.02871,-0.00406,0.01623,0.01096,0.00666,-0.00869,0.00544,0.00694,0.01691,-0.00162,-0.00272,-0.01102,0.00993,-0.00192,-0.00384,0.01085,-0.01768,-0.00598,0.00390,0.01884,0.00381,-0.00941,-0.02919,0.02588,0.00641,-0.00612,0.02684,-0.00495,0.00330,-0.01379,-0.00779,-0.00124,0.00343,-0.00157,-0.00274,0.00217,0.00117,0.00097,-0.00476,-0.01036,0.00422,-0.00456,-0.00389,0.01358,0.00102,-0.01920,0.00733,0.00351,0.00164,0.00272,0.00965,0.00096,0.00370,0.01055,0.00550,0.00301,0.00376,-0.00180,0.00868,-0.00548,0.00081,-0.00284,0.00051,0.01358,-0.00694,0.00110,-0.03851,0.01231,0.01540,-0.00381,-0.01102,0.00963,0.01021,-0.02007,-0.03178,-0.00836,0.01663,-0.01945,0.01670,0.00716,-0.03072,0.01532,-0.01706,0.02038,0.01348,0.01093,0.01838,0.00080,0.01046,-0.00378,0.01695,0.00228,-0.00593,-0.00024,-0.00161,-0.00969,0.01310,0.01102,-0.00446,0.01363,0.02193,0.00441,0.00422,-0.00536,0.00460,-0.01362,0.00022,-0.00785,-0.01691,0.00933,0.01537,-0.00845,-0.00198,-0.00348,-0.01052,-0.00094,-0.02335,-0.00969,0.00698,0.00890,0.01398,0.00680,-0.01328,-0.01890,-0.02790,0.01299,0.00837,-0.03651,-0.02308,0.00493,0.00289,0.01629,0.01641,0.01364,0.01492,0.00366,-0.00402,-0.01342,-0.00970,0.01556,-0.00223,-0.00324,0.00268,-0.00512,-0.02005,-0.00996,-0.02235,0.00459,0.02273,-0.00476,-0.01024,-0.01564,-0.00780,0.01308,-0.01073,0.01077,-0.00379,0.00138,0.01570,-0.00256,0.01109,-0.00863,-0.00626,-0.00586,0.00651,0.00359,0.01358,0.00314,0.00462,0.00324,-0.00288,0.00787,0.00413,0.01189,0.00788,0.00087,-0.00022,0.00421,-0.01913,0.01132,0.00383,0.00207,0.01584,0.00266,-0.00350,0.00360,-0.01251,-0.02570,0.01177,-0.00869,0.00810,0.00677,-0.00596,0.00314,-0.01881,0.01581,0.00740,0.00682,0.00629,0.00130,0.00134,-0.00650,-0.00622,0.00416,-0.02581,-0.00642,0.00507,-0.01004,0.01010,-0.00706,0.00734,0.01185,-0.01069,0.00477,0.00013,-0.00149,0.01172,0.00606,0.01070,-0.00883,0.00044,0.00532,0.00452,0.00198,-0.00545,0.00426,-0.00013,-0.01367,-0.00880,0.00889,0.00122,-0.01324,0.00777,0.00154,-0.01070,-0.01668,0.00802,0.00210,0.00495,-0.01280:#0c3557:Manager -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,-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:#c8c8c8:S&P_500
2.4%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. Dividends and buybacks: Stick with what worked in 2013?

    20 December 2013

    Income portfolios combine dividends and buybacks in search of 'shareholder yield.'

  2. Income investors focus on rising dividends and buybacks 22 November 2013
  3. Looking beyond dividends for yield 31 October 2013
  4. WellPoint and Hartford Financial delivered in April 22 May 2013
  5. Our top 2013 picks: Seagate Technology and Kohl's 20 December 2012

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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.