BAC (Bank of America Corp)

Diversified Banking Inst, Banks, Financial


Portfolios on Covestor holding BAC

This is a concentrated portfolio of low-risk equities.

Strategy
Aggressive
Sharpe ratio
-0.04 365 days
Performance
-0.6% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min


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Portfolios on Covestor in the same sector

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Aggressive
Sharpe ratio
-0.60 365 days
Performance
-13.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

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
0.06 365 days
Performance
1.4% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

Prudent Value seeks to generate attractive risk-adjusted returns through high-quality equity and debt investments

Strategy
Stock selection
Sharpe ratio
0.21 365 days
Performance
2.6% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
Yield
Sharpe ratio
0.47 365 days
Performance
10.3% 365 days
Risk score
Fees
  • 1.5% 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
Stock selection
Sharpe ratio
-0.22 365 days
Performance
-3.6% 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.