SCHW (Charles Schwab Corp/The)

Finance-Invest Bnkr/Brkr, Diversified Finan Serv, Financial



Follow these portfolios. With Covestor you can see every trade these investors make with their own money & automatically follow them in your own account.

Sign up now or Try Covesting for free

Portfolios on Covestor in the same sector

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Aggressive
Sharpe ratio
-1.04 365 days
Performance
-22.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 minimum

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

Strategy
Stock selection
Sharpe ratio
-1.23 365 days
Performance
-25.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 minimum

The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.

Strategy
Aggressive
Sharpe ratio
-0.54 365 days
Performance
-14.8% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

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
-0.27 365 days
Performance
-4.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 minimum

Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is  long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.

Strategy
Stock selection
Sharpe ratio
-0.64 365 days
Performance
-11.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum




Try covesting for free

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.