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173 investment model(s)

  • Leonard Fox Profile Picture

    Len Fox Reppond Overlay

    See full details
    • Approach Long/Short, Quant/Technical
    • Asset class Equity
    • Geography US
    Performance
    • 0.7%
      90 day
    • -14.7%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Reppond Overlay Investment Model Performance versus S&P500
    -12.7% 12 months
    5
    2.3% fee
  • Focused Stock Research Profile Picture

    Focused Stock Focused Stock

    See full details
    • Approach Fundamental, Value
    • Asset class Equity
    • Geography US
    Performance
    • 0.5%
      90 day
    • -
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Focused Stock Investment Model Performance versus S&P500
    4.2% S.I.
    4
    1.5% fee
  • Torsten Jacobi Profile Picture

    Torsten Jacobi Stable Growth

    See full details
    • Approach Fundamental, Growth
    • Asset class Equity
    • Geography US
    Performance
    • 0.4%
      90 day
    • -8.9%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Stable Growth Investment Model Performance versus S&P500
    -10.6% 12 months
    3
    1.1% fee
  • Fletcher Wealth Management Profile Picture

    Fletcher Wealth REITs

    See full details
    • Approach Fundamental, Sector Focus, Yield Focus
    • Asset class REITs
    • Geography US
    • Sectors Real Estate
    Performance
    • 0.4%
      90 day
    • -
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, REITs Investment Model Performance versus S&P500
    -2.7% S.I.
    4
    1.5% fee
  • Gator Capital Profile Picture

    Gator Capital Large Cap

    See full details
    • Approach Fundamental, Value
    • Asset class Equity
    • Cap Bias Large caps
    • Geography US
    Performance
    • 0.3%
      90 day
    • 2.5%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Large Cap Investment Model Performance versus S&P500
    2.5% 12 months
    2
    1.1% fee
  • Tab Buford Profile Picture

    Tab Buford Deep Fundamental Analysis

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    • Approach Fundamental
    • Asset class Equity
    • Geography US
    Performance
    • 0.1%
      90 day
    • 9.2%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Deep Fundamental Analysis Investment Model Performance versus S&P500
    7.7% 12 months
    3
    2.3% fee
  • Braver Wealth Management Profile Picture

    Braver Wealth Diversified

    See full details
    • Approach Macro, Quant/Technical
    • Asset class Debt, Equity
    • Geography US
    Performance
    • 0.0%
      90 day
    • -4.3%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Diversified Investment Model Performance versus S&P500
    -5.7% 12 months
    2
    1.5% fee
  • Diddi Capital Profile Picture

    Rahul Diddi BRIC

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    • Approach Country Focus, Fundamental
    • Asset class Equity
    • Geography BRIC
    Performance
    • 0.0%
      90 day
    • -9.5%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, BRIC Investment Model Performance versus S&P500
    -20.6% 12 months
    4
    2.3% fee
  • Dan Plettner Profile Picture

    Dan Plettner Well-Intentioned Activism

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    • Approach Fundamental, Specialist knowledge
    • Asset class Multi Asset Class
    • Geography Global
    Performance
    • -0.1%
      90 day
    • 4.3%
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Well-Intentioned Activism Investment Model Performance versus S&P500
    5.6% 12 months
    3
    1.1% fee
  • Sizemore Capital Profile Picture

    Sizemore Capital Strategic Growth Allocation

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    • Approach Macro
    • Asset class Multi Asset Class
    • Geography Global
    Performance
    • -0.4%
      90 day
    • -
      365 days
    Avg. Sub.
    • -
      90 day
    Monthly vs S&P500
    Sparkbar Graph, Strategic Growth Allocation Investment Model Performance versus S&P500
    -1.2% S.I.
    3
    1.0% fee

Important information

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

Performance for the model manager’s account has been calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Important Information


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About Covestor

Covestor Ltd is an Investment Advisor regulated by the Securities and Exchange Commission under the Investment Advisors Act of 1940. This website is for informational purposes only. See important Terms of Use and Privacy Policy. All rights reserved. © Covestor, Ltd. 2012. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. More