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
0.43 365 days
Performance
10.1% 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
0.20 365 days
Performance
4.6% 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
0.47 365 days
Performance
8.2% 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
0.39 365 days
Performance
7.0% 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

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 min


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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
Stocks
Sharpe ratio
-0.10 365 days
Performance
-1.1% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

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
Stocks
Sharpe ratio
0.61 365 days
Performance
17.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The U.S. Equity Large Cap Core Portfolio invests in what we believe are high quality, attractively valued blue chip companies. Stocks held in this portfolio are thought to be market leaders with strong products, distribution, management, and financials. The portfolio typically invests in companies that repeatedly report earnings results that exceed analyst and investor expectations.

Strategy
Stocks
Sharpe ratio
0.25 365 days
Performance
4.1% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

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% 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
1.13 365 days
Performance
20.4% 365 days
Risk score
Fees
  • 1% 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.