CPHD (Cepheid)

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



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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
-0.19 365 days
Performance
-4.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 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

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
0.25 365 days
Performance
5.0% 365 days
Risk score
Fees
  • 1% 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
0.1% 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
-0.64 365 days
Performance
-11.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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.