JNJ (Johnson & Johnson)

Medical-Drugs, Pharmaceuticals, Consumer, Non-cyclical


Portfolios on Covestor holding JNJ

The Beckerman Asset Allocation portfolio has a goal of generating long term growth with a secondary goal of income generation.  The portfolio will invest across a range of asset classes including stocks, bonds, alternatives and cash. It retains flexibility to overweight certain asset classes given the managers perception of fundamental opportunities.  We believe that this strategy is appropriate as a core holding for investors.

Strategy
ETF Asset Allocation
Sharpe ratio
0.21 365 days
Performance
3.2% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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
-0.00 365 days
Performance
0.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 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
Stock selection

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
  • 1.5% + 12% perf 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
-0.57 365 days
Performance
-10.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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
Stock selection
Sharpe ratio
0.67 365 days
Performance
9.4% 365 days
Risk score
Fees
  • 0.8% fee
  • $50,000 min


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Portfolios on Covestor in the same sector

Aims to provide stable value while generating a high yield (target of 8%).

Strategy
Yield
Sharpe ratio
-0.40 365 days
Performance
-5.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

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
Stock selection
Sharpe ratio
0.29 365 days
Performance
4.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Long-term equities portfolio aiming to invest in long-term value hidden by short-term adversity.

Strategy
Stock selection
Sharpe ratio
-0.63 365 days
Performance
-10.4% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 min

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stock selection
Sharpe ratio
0.23 365 days
Performance
4.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 min

The objective of VL Capital’s U.S. Equity Strategy is to apply our systematic investment process to domestic equities while adhering to the principles of fundamental value investing. The proprietary stock-selection system we use functions by combining several tested stock evaluation methods derived from both academia and successful investors. Each stock receives a numeric ranking based on the financial attributes we evaluate on a per company basis.

Strategy
Stock selection

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
  • 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.