UL (Unilever PLC)

Cosmetics&Toiletries, Cosmetics/Personal Care, Consumer, Non-cyclical


Portfolios on Covestor holding UL

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

Strategy
ETFs / Funds
Sharpe ratio
0.60 365 days
Performance
6.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
0.30 365 days
Performance
5.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

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
Stocks
Sharpe ratio
-0.17 365 days
Performance
-2.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min


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

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
0.62 365 days
Performance
10.1% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 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
Stocks
Sharpe ratio
0.15 365 days
Performance
2.3% 365 days
Risk score
Fees
  • 1.5%
  • 12% perf fee
  • $50,000 min

The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market.  The portfolio is implemented using a rules-based 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
  • 0.08% fee
  • $5,000 min

The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market.  The portfolio is implemented using a rules-based 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
  • 0.08% fee
  • $5,000 min

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market.  The portfolio is implemented using a rules-based 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
  • 0.08% fee
  • $5,000 min




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.