MSFT (Microsoft Corp)

Applications Software, Software, Technology


Portfolios on Covestor holding MSFT

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
0.96 365 days
Performance
13.8% 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
0.67 365 days
Performance
11.8% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

Prudent Value seeks to generate attractive risk-adjusted returns through high-quality equity and debt investments

Strategy
ETFs / Funds
Sharpe ratio
1.16 365 days
Performance
12.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min


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Portfolios on Covestor in the same sector

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
Stocks
Sharpe ratio
0.74 365 days
Performance
12.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
0.26 365 days
Performance
5.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Prudent Value Wtih Options concentrates assets in its best ideas (subject to reasonable diversification) and generally maintains its investment positions for extended periods of time.

Strategy
Options

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
  • $120,000 min

Twinleaf’s Small Cap Growth portfolio is a concentrated fundamentally driven small cap stock portfolio consisting of 8-12 names that will have above-average beta. We seek overlooked, often obscure and out-of-favor names based on an analysis of valuation relative to the company's growth prospects, size of the addressable market and capital allocation.

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% fee
  • $10,000 min

The Concentrated Value Portfolio is a portfolio designed to systematically deliver return and risk characteristics of large cap value stocks within the US equity market.  The portfolio is implemented using a rules-based optimization 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
  • 0.2% 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.