ABT (Abbott Laboratories)

Diagnostic Equipment, Healthcare-Products, Consumer, Non-cyclical


Portfolios on Covestor holding ABT

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stock selection
Sharpe ratio
0.14 365 days
Performance
2.9% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

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
0.69 365 days
Performance
11.2% 365 days
Risk score
Fees
  • 0.5% fee
  • $30,000 min

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
0.01 365 days
Performance
0.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 min

The Freedland Healthcare portfolio invests in healthcare-related stocks. It attemps to identify companies with reasonable valuations and good prospects for growth including ones that offer possible dividends to stockholders. These companies will range from drug, device, retail sales, electronic medical record, prescription services, and HMO/hospital companies. While emphasizing mid cap stocks, large cap and smaller capitalization companies may be included as well as emerging medical treatments/technologies.

Companies selected for this portfolio are closely monitored. Stocks are typically acquired slowly. Freedland attempts to limit losses by selling losing positions quickly. In the same way, he will attempt to preserve capital by moving towards a cash position during weak market environments and towards equities during periods of market strength. The market environment will be assessed by observing the price behavior of the individual holdings within the portfolio itself.

Strategy
Stock selection
Sharpe ratio
-0.62 365 days
Performance
-10.9% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min


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Portfolios on Covestor in the same sector

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
-0.18 365 days
Performance
-4.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

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
Stock selection
Sharpe ratio
-1.24 365 days
Performance
-18.7% 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
Stock selection
Sharpe ratio
0.19 365 days
Performance
3.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 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
Stock selection
Sharpe ratio
0.30 365 days
Performance
6.0% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

Higher risk stocks have a greater expected return than lower risk stocks if investors rationally demand a proportional return for risk. Put another way, the risky long shot should pay off more than the safer favorite. However, there is evidence of a Low Volatility Anomaly possibly arising from behavioral biases leading many investors to over-weight risky stocks and under-weight safer stocks.  Academic research into the anomaly contends that a portfolio of low risk stocks may generate higher returns than a portfolio of higher risk stocks.
Our Low Beta strategy focuses on stocks that are boring, predictable, and thus more likely overlooked by investors seeking high risk/reward attributes.

Strategy
Stock selection
Sharpe ratio
0.86 365 days
Performance
12.0% 365 days
Risk score
Fees
  • 0.8% fee
  • $50,000 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.