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
Stocks
Sharpe ratio
0.69 365 days
Performance
15.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

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
ETFs / Funds
Sharpe ratio
0.64 365 days
Performance
13.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term.  We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety.  We focus on capital preservation and consistently look for growth opportunities.

Strategy
Stocks
Sharpe ratio
0.21 365 days
Performance
3.8% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

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

Strategy
Stocks
Sharpe ratio
0.63 365 days
Performance
10.9% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

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
Sharpe ratio
0.37 365 days
Performance
3.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min


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Portfolios on Covestor in the same sector

Using proprietary computer algorithms, Earning Growth Portfolio buys stocks with the highest upward earning revision and upside earning surprise. Stocks are sold when they have lesser earning revision and earning surprise relative to other growth stocks, and are replaced with stocks of stronger earning revision and earning surprise. This diversified portfolio typically holds at least 50 stocks, is long only, does not use margin, and does not trade leveraged or inverse ETF.

Strategy
Stocks
Sharpe ratio
-0.55 365 days
Performance
-7.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 min

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stocks
Sharpe ratio
0.46 365 days
Performance
7.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 min

Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential.  Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase.  The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.

Strategy
Stocks

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
  • 1.25% fee
  • $30,000 min

Crabtree Technology is a science and technology, long-only equity model. Our holdings are determined via a highly disciplined quantitative methodology, emphasizing cash flow and market share. Holdings are re-balanced quarterly. Our goal is to generate alpha over quarters and years.

Strategy
Stocks
Sharpe ratio
0.73 365 days
Performance
13.0% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

Cable Car Capital invests globally in public companies. The firm screens public companies using an intensive, fundamental research process that seeks to identify mispriced securities using a value-oriented approach with a multi-year time horizon. Cable Car Capital capitalizes opportunistically on shorter-term or special situation (e.g. spinoffs, reorganizations, merger arbitrage) opportunities while maintaining a concentrated core portfolio of contrarian/out-of-favor but high-quality longs and over-hyped or mismanaged single-name shorts.
For non-U.S. public companies, Cable Car utilizes American Depository Receipts which are called ADRs. These are receipts of shares of foreign companies that trade on the U.S. stock market exchanges.

Strategy
Stocks
Sharpe ratio
0.64 365 days
Performance
9.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min




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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.