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
  • Seeking Alpha Page
  • Company website.

Vista IM

Investment Adviser

Investment portfolio

Strategy
Stock selection

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
-0.89 365 days
Manager performance
Manager perf
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,-0.00619,0.00093,0.00157,0.00149,-0.00717,0.00008,-0.00486,-0.00123,0.01154,0.00122,-0.00431,-0.00763,0.00367,0.00172,0.00910,-0.00484,0.00664,0.00019,-0.00705,-0.00213,-0.00475,-0.02144,0.00715,0.00623,0.00109,-0.00702,0.00815,-0.02064,0.00464,0.01238,0.01211,0.00478,-0.00584,0.00729,-0.00379,-0.00415,-0.00279,-0.00107,-0.00819,-0.01698,-0.01025,0.01019,0.00587,0.00074,0.00201,-0.00512,0.00002,0.00462,-0.00262,-0.00058,0.01120,-0.01179,-0.00222,0.00061,0.00621,0.00095,-0.00286,-0.01009,-0.01641,-0.02717,-0.04129,-0.00402,0.02972,0.02068,-0.00009,-0.00669,-0.02746,0.01462,0.00308,-0.01485,0.02228,-0.01413,0.00172,0.00367,-0.00351,0.01309,0.01368,0.00101,-0.02020,0.00166,-0.01440,-0.00514,-0.00221,-0.00071,-0.02522,0.00045,0.01736,0.00564,0.01886,0.02102,-0.00178,0.01490,0.00881,-0.00147,-0.00218,-0.01096,-0.00173,0.01372,0.00246,0.00163,-0.00188,-0.00886,0.01691,0.01304,-0.00587,-0.00533,0.01185,-0.00084,-0.00389,0.01240,0.00548,-0.00284,0.00136,-0.00129,-0.01101,0.00607,-0.00303,-0.01664,-0.00670,0.01557,-0.00376,0.01483,-0.00041,0.00625,0.00452,-0.00054,0.00397,-0.00161,0.00038,0.00945,-0.01081,-0.01668,0.01548,-0.01350,-0.00735,-0.00899,0.00151,-0.02038,0.00088,0.01416,0.01572,-0.01454,-0.01776,0.00636,0.01096,0.01315,-0.00076,-0.00491,0.01218,-0.00780,-0.00709,-0.01463,0.00255,-0.01586,-0.02507,-0.00938,-0.00147,0.00792,-0.02553,0.01589,-0.02408,0.00262,-0.01261,0.00269,0.02498,-0.01655,0.01738,-0.00486,-0.00834,0.02573,-0.00201,-0.02634,0.00226,0.00488,-0.02009,-0.01577,-0.00210,0.00177:#0c3557:Manager -0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019:#c8c8c8:S&P_500
-14.5%
365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 minimum

Strategy
ETF rotation

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
-0.87 365 days
Manager performance
Manager perf
-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,-0.00678,0.00172,0.00057,0.00383,-0.00937,0.00123,-0.00476,-0.00187,0.01219,0.00259,-0.00445,-0.00517,0.00562,0.00054,0.00959,-0.00375,0.00800,0.00231,-0.00848,-0.00226,-0.00410,-0.02280,0.00520,0.00616,-0.00010,-0.00662,0.00401,-0.01816,0.00446,0.01481,0.01012,0.00411,-0.00434,0.00782,-0.00287,-0.00155,-0.00333,-0.00145,-0.00701,-0.01063,-0.00839,0.01094,0.00602,-0.00026,0.00309,-0.00401,-0.00113,0.00317,-0.00873,-0.00241,0.01150,-0.00982,-0.00241,-0.00148,0.00498,0.00463,-0.00407,-0.00912,-0.02060,-0.02341,-0.04241,-0.00985,0.03056,0.02038,-0.00140,-0.00646,-0.03105,0.01695,0.00079,-0.01368,0.02341,-0.01227,0.00377,0.00471,-0.00389,0.01322,0.01195,0.00204,-0.01961,0.00263,-0.01452,-0.00359,-0.00401,-0.00757,-0.02633,-0.00029,0.01627,0.00404,0.01647,0.02037,-0.00523,0.01234,0.01078,0.00098,0.00069,-0.01247,-0.00525,0.01793,0.00201,0.00158,-0.00312,-0.01181,0.01318,0.00892,-0.00472,-0.00484,0.01439,-0.00454,-0.00476,0.01620,0.00334,-0.00359,-0.00057,0.00117,-0.01123,0.00326,-0.00598,-0.01695,-0.00844,0.01574,-0.00241,0.01504,-0.00200,0.00470,0.00165,0.00326,0.00236,-0.00026,-0.00381,0.00899,-0.00989,-0.01383,0.01423,-0.01116,-0.00595,-0.00915,0.00082,-0.02089,0.00263,0.01222,0.01436,-0.01365,-0.01854,0.00681,0.00966,0.01230,-0.00231,-0.00168,0.01213,-0.00693,-0.00812,-0.01665,0.00288,-0.01356,-0.02442,-0.01316,-0.00284,0.00634,-0.02436,0.01469,-0.02030,-0.00330,-0.00720,0.00210,0.02345,-0.01673,0.01819,-0.01109,0.00373,0.02686,-0.00166,-0.02080,0.00728,0.00353,-0.01777,-0.01370,-0.00358,-0.00118:#0c3557:Manager -0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019:#c8c8c8:S&P_500
-13.9%
365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 minimum

Portfolio commentary

  1. US stock valuations improve amid market turmoil

    19 October 2015

    The correction has burned off the market's speculative froth.

  2. Rates, earnings shape stock market contours 27 July 2015
  3. The stock market's Fed dependency problem 22 April 2015
  4. US stocks are still the best place to invest 13 January 2015
  5. This bull market is looking wobbly 15 October 2014

show more

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.