BAC (Bank of America Corp)

Diversified Banking Inst, Banks, Financial


Portfolios on Covestor holding BAC

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stocks
Sharpe ratio
0.84 365 days
Performance
11.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Sparrow Capital Fund is a long/short equity portfolio that invests across market sectors, industries, and market capitalization ranges. The Sparrow Capital Fund’s objective is to provide the most efficient risk/reward outcome over time. The strategy is intended to achieve market neutrality.

Strategy
Stocks
Sharpe ratio
0.54 365 days
Performance
6.5% 365 days
Risk score
Fees
  • 1.5% + 12% perf fee
  • $50,000 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
Stocks
Sharpe ratio
0.26 365 days
Performance
6.0% 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
Stocks
Sharpe ratio
0.99 365 days
Performance
16.3% 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
ETFs / Funds
Sharpe ratio
1.29 365 days
Performance
12.8% 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
ETFs / Funds
Sharpe ratio
1.05 365 days
Performance
22.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 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
0.91 365 days
Performance
14.6% 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.