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Covestor models holding ECON
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Sizemore Capital Strategic Growth Allocation
- Multi Asset Class
- ETF Asset Allocation
- Global
Performance
-
2.6%90 day
-
19.8%365 days
-
Avg. Sub.
2.2%90 day
Monthly vs S&P500
-3.8%
12 months
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Eric Steiman Undervalued Opportunities
- Equity
- Long-Short
- Global
- Multi Cap
- Value
Performance
-
56.0%90 day
-
125.0%365 days
-
Avg. Sub.
55.5%90 day
Monthly vs S&P500
115.7%
12 months
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Prudent Value Prudent Value
- Multi Asset Class
- Long-Only
- US
Performance
-
3.1%90 day
-
10.7%365 days
-
Avg. Sub.
2.6%90 day
Monthly vs S&P500
-14.3%
12 months
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Sizemore Capital Strategic Growth Allocation
- Multi Asset Class
- ETF Asset Allocation
- Global
Performance
-
2.6%90 day
-
19.8%365 days
-
Avg. Sub.
2.2%90 day
Monthly vs S&P500
-3.8%
12 months
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Leonard Fox Crow Chaser
- Equity
- Long-Short
- US
- Multi Cap
- Market Timing
Performance
-
17.0%90 day
-
52.4%365 days
-
Avg. Sub.
16.2%90 day
Monthly vs S&P500
36.5%
12 months
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Dan Plettner Taxable Income
- Multi Asset Class
- Long-Only
- Global
- Yield
Performance
-
2.2%90 day
-
21.8%365 days
-
Avg. Sub.
1.8%90 day
Monthly vs S&P500
-0.1%
12 months
Important Information
1. Past performance is no guarantee of future results.
2. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return 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 and do not include cash or transaction costs.
4. All graph data is as of the end of day for the referenced period, unless otherwise specified.