Vista IM Profile Picture
  • Education University of Pittsburgh; Penn State University
  • Qualifications MBA, BS, CFA, CPA
  • Investment Experience Over 25 years experience
  • Founded 2002
  • Company Name Vista IM
  • Website http://vista-im.com
  • 438 Radcliff Drive
  • Pittsburgh
  • Pennsylvania
  • 15235
  • Company website.
  • Seeking Alpha Page
Manager Disclosure Document

Vista IM

Investment Adviser

Investment portfolio

Vista IM Core Holding

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.86

365 days

Manager performance
0.01006,0.00718,-0.00559,-0.01929,0.00041,0.00254,-0.00584,0.00797,0.00757,0.00523,0.00395,0.01555,0.01040,0.00449,-0.00664,0.00386,0.00482,0.00817,0.01359,-0.00547,-0.01206,-0.00266,-0.00259,0.00159,0.00115,-0.00552,-0.00284,0.01178,-0.00141,-0.00496,0.01032,-0.01143,-0.01327,0.00422,0.02403,0.01054,0.00595,-0.00750,0.01144,0.00849,0.00688,-0.00067,0.00196,-0.01092,0.00467,-0.00307,0.00210,0.00219,-0.00522,-0.00461,-0.00103,0.00880,-0.00504,0.00385,-0.01434,0.01347,0.00029,-0.00254,0.00951,0.00263,0.00586,-0.00179,-0.00668,-0.00279,0.00641,0.00232,-0.00203,-0.00153,0.00446,0.00174,-0.00446,-0.00250,0.00071,-0.00161,0.01249,0.00292,-0.00118,-0.01399,-0.00373,0.00228,0.00499,-0.00165,0.01614,-0.00353,0.00298,0.00737,0.00499,0.00280,0.00254,-0.00062,0.00622,-0.00920,0.00110,-0.00483,0.00850,0.00683,-0.00071,0.00678,-0.01283,0.01036,0.00592,-0.00357,-0.00565,-0.00168,0.00117,-0.01219,-0.02447,-0.00562,0.01416,-0.01265,0.01191,-0.00860,-0.02292,0.00760,-0.00438,0.02013,0.01590,0.00166,0.01141,0.00044,0.00246,0.00371,0.00462,-0.00664,0.00848,-0.00116,0.00466,-0.00555,-0.00007,0.00748,-0.00111,-0.00879,0.01897,0.00132,0.00372,-0.00476,-0.00331,-0.00813,0.00353,-0.01422,-0.00142,0.00637,0.00751,-0.00758,0.00572,-0.00410,-0.00695,0.00229,-0.00772,0.00048,0.00692,0.01568,0.00977,-0.00050,-0.00651,-0.00844,-0.01085,0.00648,0.00961,-0.01988,-0.01029,0.00432,0.00046,0.01492,0.00290,-0.00083,0.00449,-0.00511,0.00064,-0.00892,-0.00127,0.00988,0.00216,0.00064,0.00708,-0.00156,-0.00454,0.00566,-0.00580,0.00516,0.01071,-0.00053,-0.00708,-0.00672,0.00537,0.00425,-0.01028,0.00845,0.00162,0.00236,0.00386,0.00022,0.00499,-0.00391,0.00287,-0.00317,0.00088,0.00837,0.00748,-0.00048,0.00159,0.00178,-0.00497,0.00651,-0.00073,0.00249,0.00862,0.00076,0.00121,0.00089,-0.00519,0.00479,0.00048,0.00277,0.00154,0.00750,0.00214,0.00742,-0.00902,-0.00809,0.00531,-0.00394,-0.00032,0.00524,-0.00317,0.00321,-0.01338,0.01001,-0.00206,0.00527,-0.00024,0.00176,-0.00319,-0.00148,-0.00270,-0.00107,-0.01907,-0.00415,0.00767,-0.01140,-0.00087,-0.00849,0.00960,0.00658,-0.00318,0.00750,0.00363,0.00045,0.00855,0.00554,0.00147,0.00014:#0c3557:Manager 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,-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:#c8c8c8:S&P_500
22.2%

365 days

Risk score

0.5% fee
$20,000 minimum


Vista IM Core Equity

See full details
  • Strategy
    ETF rotation
Sharpe ratio
1.75

365 days

Manager performance
0.01017,0.00345,-0.00404,-0.01853,0.00205,0.00337,-0.00643,0.00401,0.00831,0.00290,0.00209,0.01348,0.00820,0.00249,-0.00480,0.00409,0.00581,0.00483,0.01332,-0.00238,-0.00841,-0.00440,-0.00228,-0.00180,0.00459,-0.00302,-0.00230,0.01057,-0.00225,-0.00688,0.00625,-0.00985,-0.01146,0.00096,0.02055,0.00823,0.00386,-0.00847,0.01186,0.00764,0.00545,-0.00064,0.00490,-0.00635,0.00302,0.00226,0.00043,0.00387,-0.00719,-0.00337,0.00010,0.00647,-0.00430,0.00197,-0.01347,0.01289,0.00051,-0.00195,0.00726,0.00425,0.00474,-0.00200,-0.00366,-0.00274,0.00982,0.00414,-0.00153,0.00159,0.00314,-0.00065,-0.00535,-0.00364,-0.00126,-0.00110,0.01070,0.00056,-0.00411,-0.01340,-0.00151,0.00146,0.00654,-0.00248,0.01542,-0.00669,0.00545,0.00513,0.00276,0.00180,0.00250,0.00148,0.00447,-0.01160,0.00198,-0.00403,0.00657,0.00017,-0.00033,0.00586,-0.01187,0.01040,0.00348,-0.00138,-0.00369,0.00268,0.00417,-0.00879,-0.02161,-0.00675,0.00816,-0.01153,0.01102,-0.00734,-0.02455,0.00764,-0.00367,0.01167,0.01080,0.00093,0.01074,0.00207,0.00621,0.00417,0.00512,-0.00735,0.00794,0.00037,0.00454,-0.00186,0.00256,0.00484,-0.00182,-0.00662,0.01646,-0.00013,0.00151,-0.00071,-0.00242,-0.00635,0.00084,-0.01045,0.00174,0.00771,0.00947,-0.00720,0.00349,-0.00302,-0.00556,0.00163,-0.00902,0.00024,0.00382,0.01352,0.00782,0.00309,-0.00356,-0.01198,-0.00915,0.00562,0.00985,-0.01885,-0.00811,0.00408,0.00229,0.01017,0.00338,0.00288,0.00489,-0.00307,-0.00054,-0.00892,-0.00017,0.00458,0.00318,-0.00021,0.00116,0.00022,-0.00710,0.00509,-0.00346,0.00316,0.01249,-0.00234,-0.00630,-0.00657,0.00546,0.00469,-0.00802,0.00552,0.00402,0.00475,0.00524,-0.00181,0.00295,-0.00265,0.00095,0.00048,0.00194,0.01003,0.00745,0.00317,-0.00100,-0.00376,-0.00633,0.00286,-0.00030,0.00502,0.00786,-0.00045,0.00201,-0.00157,-0.00856,0.00553,-0.00108,0.00423,0.00466,0.00828,-0.00025,0.00522,-0.00757,-0.00650,0.00328,-0.00560,-0.00009,0.00535,-0.00355,-0.00028,-0.01303,0.01215,-0.00196,0.00530,-0.00043,0.00035,-0.00549,-0.00154,-0.00269,0.00005,-0.01979,-0.00222,0.00726,-0.00834,-0.00032,-0.00513,0.00994,0.00638,-0.00251,0.00739,0.00379,0.00006,0.01069,0.00510,0.00003,0.00061:#0c3557:Manager 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,-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:#c8c8c8:S&P_500
18.9%

365 days

Risk score

0.5% 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, 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.