CMI (Cummins Inc)

Engines-Internal Combust, Machinery-Diversified, Industrial


Portfolios on Covestor holding CMI

The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

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
  • 0.08% fee
  • $5,000 min

The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

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
  • 0.08% fee
  • $5,000 min

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

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
  • 0.08% fee
  • $5,000 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
Stocks
Sharpe ratio
0.69 365 days
Performance
15.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

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
  • 0.08% fee
  • $5,000 min

The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

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
  • 0.08% fee
  • $5,000 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.