AAPL (Apple Inc)

Computers, Computers, Technology


Portfolios on Covestor holding AAPL

Our Pure Growth portfolio typically invests in equities. It focuses on companies that meet or exceed specific fundamental ratios based on their return on equity, price to earnings to growth ratios, and liquidity.

Strategy
Stock selection
Sharpe ratio
-0.84 365 days
Performance
-20.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.

Strategy
Yield
Sharpe ratio
-0.99 365 days
Performance
-23.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

This is a concentrated portfolio of low-risk equities.

Strategy
Aggressive
Sharpe ratio
-0.30 365 days
Performance
-5.8% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 minimum

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

Strategy
Stock selection
Sharpe ratio
-0.73 365 days
Performance
-13.0% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

Prudent Value Wtih Options concentrates assets in its best ideas (subject to reasonable diversification) and generally maintains its investment positions for extended periods of time.

Strategy
Options

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
-
Performance
Risk score
Fees
  • 1.5% fee
  • $120,000 minimum


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Portfolios on Covestor in the same sector

We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.

Strategy
Aggressive
Sharpe ratio
-0.42 365 days
Performance
-6.3% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 minimum

The Centric Core portfolio seeks to complement other equity investment strategies. It tends to take on less risk and offer slightly less reward than the S&P 500 over time. Most importantly, my own research suggests that it is less correlated to value and growth than the S&P 500 Index, making it a potentially better source of diversification.

Strategy
Stock selection
Sharpe ratio
0.09 365 days
Performance
1.8% 365 days
Risk score
Fees
  • 0.5% fee
  • $30,000 minimum

The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.

Strategy
Aggressive
Sharpe ratio
-0.62 365 days
Performance
-17.5% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

We seek to invest in quality stocks of growing companies that can be purchased at attractive valuations. Our focus is on a bottom-up stock selection process with a portfolio holding of 25 to 30 stocks, low portfolio turnover, and long-term capital growth.

Strategy
Stock selection
Sharpe ratio
-0.37 365 days
Performance
-6.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 minimum

The objective of VL Capital’s U.S. Equity Strategy is to apply our systematic investment process to domestic equities while adhering to the principles of fundamental value investing. The proprietary stock-selection system we use functions by combining several tested stock evaluation methods derived from both academia and successful investors. Each stock receives a numeric ranking based on the financial attributes we evaluate on a per company basis.

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
-
Performance
Risk score
Fees
  • 1.5% fee
  • $30,000 minimum




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Important Information

1. Past performance is no guarantee of future results.

2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.

3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.

4. All graph data is as of the end of day for the referenced period, unless otherwise specified.