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
0.53

365 days

Manager performance
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,-0.00296,0.00349,0.00122,0.00066,-0.00248,0.00265,-0.00046,0.00098,-0.00081,0.00337,-0.00516,-0.00914,0.00457,-0.00041,-0.00519,-0.00378,0.00467,0.00037,0.00338,-0.00472,-0.01156,-0.00623,0.00833,-0.01606,0.00748,-0.00679,-0.00304,-0.01610,0.00024,0.01235,0.00257,-0.01461,0.01685,-0.01763,-0.01713,-0.00984,0.00575,-0.00728,0.00383,0.01109,0.00603,0.01681,-0.00959,0.00845,0.01040,-0.00557,0.01688,-0.00240,0.00435,0.01334,-0.00436,-0.00425,0.00132,0.00438,0.00174,0.00360,0.00278,-0.00081,-0.00216,0.00258,-0.00319,0.00192,-0.00015,0.00541,0.00885,0.00281,-0.00215,0.00320,-0.00417,-0.01256,0.00410,0.00341,-0.00309,0.00229,-0.00954,-0.00099,-0.01694,-0.00057,-0.01404,-0.00326,-0.00843,0.02064,0.02333,0.00177,0.00476,0.00419,0.00248,0.00178,-0.00031,-0.00216,-0.00883,-0.00307,-0.01351,-0.01058,0.01565,0.01865,-0.00393,-0.00635,-0.00235,-0.00374,-0.00501,0.01280,-0.00223,0.00443,0.01417,-0.00303,0.00697,-0.01112,-0.01419,0.00749,-0.01699,0.01262,0.01285,-0.00529,0.00638,-0.00712,-0.00363,0.00840,0.00007,0.01434,0.00649,0.00043,-0.00017,-0.00133,0.00593,-0.00401,0.00154,-0.00594,-0.00136,-0.00360,0.00552,-0.00365,-0.00455,0.00189,-0.01359,0.00324,-0.01627,0.00338,0.01076,-0.00510,0.01264,-0.00207,0.01410,-0.00582,0.00916,-0.00033,-0.00245,-0.01426,-0.00396,0.00303,0.00969,-0.00672,-0.00041,0.00784,0.00812,-0.00333,0.00678,0.00722,0.00405,-0.00488,-0.00253,0.00574,-0.00072,-0.00984,0.00767,0.00108,0.00278,0.00181,-0.00215,-0.00613,0.00306,-0.00679,-0.01012,0.01000,0.00112,-0.00959,-0.00504,0.00109,0.01287,-0.00426,-0.00531,-0.00578,0.00947,0.00147,0.00194,0.00012,0.00198,0.00098,-0.00271,-0.01024,0.00821,-0.00175:#0c3557:Manager 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,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109:#c8c8c8:S&P_500
6.3%

365 days

Risk score

0.5% fee
$20,000 minimum


Vista IM Core Equity

See full details
  • Strategy
    ETF rotation
Sharpe ratio
0.87

365 days

Manager performance
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,-0.00081,0.00422,0.00253,-0.00079,-0.00320,0.00299,0.00158,0.00074,-0.00219,0.00487,-0.00185,-0.00777,0.00214,0.00154,-0.00746,-0.00306,0.00674,0.00124,0.00357,-0.00486,-0.01017,-0.00736,0.00506,-0.01486,0.00757,-0.00512,-0.00298,-0.01299,0.00415,0.00980,-0.00147,-0.01402,0.01650,-0.01867,-0.01352,-0.01049,0.00559,-0.00323,0.00205,0.00754,0.00822,0.01548,-0.00917,0.01141,0.00560,-0.00090,0.01703,-0.00154,0.00547,0.00942,-0.00138,-0.00162,0.00170,0.00231,0.00050,0.00401,0.00080,0.00096,-0.00343,0.00096,-0.00339,0.00557,-0.00341,0.00291,0.00597,0.00524,-0.00160,0.00399,-0.00644,-0.01152,0.00674,0.00685,-0.00294,0.00317,-0.00766,0.00261,-0.01730,0.00019,-0.01406,-0.00690,-0.00486,0.02288,0.01610,-0.00013,0.00544,-0.00082,0.00089,0.00310,0.00358,-0.00060,-0.00721,-0.00296,-0.01530,-0.00952,0.01305,0.01662,-0.00828,-0.00629,0.00027,-0.00424,-0.00874,0.01223,-0.00212,0.00507,0.01648,-0.00487,0.00664,-0.00756,-0.01356,0.00802,-0.01811,0.01124,0.01425,-0.00477,0.01153,-0.00478,-0.00459,0.00706,-0.00025,0.01213,0.00636,0.00085,0.00109,-0.00137,0.00599,-0.00128,0.00486,-0.00068,-0.00003,-0.00286,0.00566,-0.00512,-0.00450,0.00166,-0.01330,0.00375,-0.01488,0.00328,0.01229,-0.00617,0.01006,0.00022,0.01270,-0.00443,0.00759,-0.00090,-0.00308,-0.01847,-0.00245,0.00437,0.01278,-0.00407,-0.00099,0.00427,0.00705,-0.00361,0.00749,0.00309,0.00417,-0.00279,0.00103,0.00584,-0.00026,-0.01289,0.00711,0.00015,0.00415,0.00408,-0.00075,-0.00694,0.00400,-0.00663,-0.01357,0.00927,0.00277,-0.01082,-0.00272,0.00265,0.01110,-0.00364,-0.00214,0.00055,0.00943,0.00185,0.00462,-0.00028,0.00013,0.00103,-0.00180,-0.01096,0.00855,-0.00252:#0c3557:Manager 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,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109:#c8c8c8:S&P_500
10.1%

365 days

Risk score

0.5% fee
$10,000 minimum


Portfolio commentary

  1. The stock market's Fed dependency problem

    22 April 2015

    What will happen to stock prices when the Fed turns off the money press?

  2. US stocks are still the best place to invest 13 January 2015
  3. This bull market is looking wobbly 15 October 2014
  4. Earnings, not the Fed, will shape stock prices going forward 10 July 2014
  5. Tech shares aside, most stocks are reasonably valued 15 April 2014

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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.