NSRGY (Nestle SA)

Food-Misc/Diversified, Food, Consumer, Non-cyclical


Portfolios on Covestor holding NSRGY

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
-0.07 365 days
Performance
-0.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 minimum


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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
Stock selection
Sharpe ratio
0.32 365 days
Performance
5.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Using proprietary computer algorithms, Earning Growth Portfolio buys stocks with the highest upward earning revision and upside earning surprise. Stocks are sold when they have lesser earning revision and earning surprise relative to other growth stocks, and are replaced with stocks of stronger earning revision and earning surprise. This diversified portfolio typically holds at least 50 stocks, is long only, does not use margin, and does not trade leveraged or inverse ETF.

Strategy
Stock selection
Sharpe ratio
-1.58 365 days
Performance
-23.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 minimum

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
-0.09 365 days
Performance
-1.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $60,000 minimum

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 minimum

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 minimum




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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.