DEO (Diageo PLC)

Beverages-Wine/Spirits, Beverages, Consumer, Non-cyclical


Portfolios on Covestor holding DEO

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
0.02 365 days
Performance
0.7% 365 days
Risk score
Fees
  • 1.5%
  • 12% perf fee
  • $50,000 min

Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is  long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.

Strategy
Stocks
Sharpe ratio
-0.30 365 days
Performance
-4.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min


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Portfolios on Covestor in the same sector

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
0.20 365 days
Performance
3.0% 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
Stocks
Sharpe ratio
0.37 365 days
Performance
6.2% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities.  The strategy will seek both investment in securities and short selling.   Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

Strategy
Stocks
Sharpe ratio
-0.87 365 days
Performance
-11.3% 365 days
Risk score
Fees
  • 1.5% 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
Stocks
Sharpe ratio
0.52 365 days
Performance
6.7% 365 days
Risk score
Fees
  • 0.5% 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
Stocks
Sharpe ratio
-0.04 365 days
Performance
-0.0% 365 days
Risk score
Fees
  • 0.75% 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.