NCT (Newcastle Investment Corp)

REITS-Mortgage, REITS, Financial



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Portfolios on Covestor in the same sector

Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.

Strategy
Yield
Sharpe ratio
-0.33 365 days
Performance
-7.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Gator Small Cap Portfolio invests in 30 companies with market capitalizations of less than $3 billion (small cap).

Strategy
Stock selection
Sharpe ratio
-0.87 365 days
Performance
-18.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
Yield
Sharpe ratio
0.50 365 days
Performance
11.0% 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
Stock selection
Sharpe ratio
0.69 365 days
Performance
11.2% 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
Stock selection
Sharpe ratio
0.86 365 days
Performance
12.0% 365 days
Risk score
Fees
  • 0.8% 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.