Investment Models - page 10

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130 investment model(s)

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Zanshin Capital Buffettian Value
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 8.8%
  90 day
- 30.3%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

4.8% 12 months

3
1.5% fee
Eric Linser Eagle Portfolio
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 6.5%
  90 day
- 16.9%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-6.7% 12 months

3
1% fee
Riddhi Ruparelia Long Term Growth
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- Approach fundamental
- Asset Class Equity
- Cap Bias Small Cap
- Geography Global
Performance
- 18.9%
  90 day
- 40.2%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

18.1% 12 months

4
0.5% fee
John Linnemeier Opportunistic and Adventurous
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 24.7%
  90 day
- 42.7%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

24.6% 12 months

4
1.5% fee
James Roberts StockDiagnostics
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 0.5%
  90 day
- 12.9%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-7.6% 12 months

4
1% fee
Oliver Keating Small Cap Quant
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- Approach quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography Global
Performance
- 5.7%
  90 day
- 11.4%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-13.1% 12 months

4
1.5% fee
KC Capital Mgmt Quantitative ETF
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 13.3%
  90 day
- 48.2%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

12.2% 12 months

5
1.5% fee
Split Rock Equity Rotation
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 1.2%
  90 day
- 13.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-10.6% 12 months

3
1.5% fee
Sizemore Capital Tactical ETF
See full details
- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 2.8%
  90 day
- 19.0%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-2.6% 12 months

4
1.5% fee
Vista IM Core Equity
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 3.3%
  90 day
- 27.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

5.2% 12 months

4
0.5% fee

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Based on your responses, here are some investment models we think you should consider.

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130 investment model(s)

Zanshin Capital Buffettian Value

Eric Linser Eagle Portfolio

Riddhi Ruparelia Long Term Growth

John Linnemeier Opportunistic and Adventurous

James Roberts StockDiagnostics

Oliver Keating Small Cap Quant

KC Capital Mgmt Quantitative ETF

Split Rock Equity Rotation

Sizemore Capital Tactical ETF

Vista IM Core Equity

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1.866.825.3005

Filter ResultsReset All

Account Type Reset

Asset Class Reset

Allocation Strategy Reset

Geography Reset

Cap Bias Reset

Approach Reset

Style Reset

Manager Type Reset

Based on your responses, here are some investment models we think you should consider.

Want more personalized advice?

Call our advisers to discuss your personal situation and investing goals.

Find the right investments for you

Tell us a little more about you and we'll help narrow down the selection of investment models for you.

130 investment model(s)

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Zanshin Capital Buffettian Value //<![CDATA[ var infoText = "Gabrielle Grego invests in a concentrated portfolio selected according to value investing principles as practiced by Mr. Warren Buffett."; ; var UID = 91618; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Eric Linser Eagle Portfolio //<![CDATA[ var infoText = "Long-term equities portfolio aiming to invest in long-term value hidden by short-term adversity."; ; var UID = 22274; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Riddhi Ruparelia Long Term Growth //<![CDATA[ var infoText = "Thorough evaluation of business model, strategy and growth potential of the companies are key to this approach."; ; var UID = 80828; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

John Linnemeier Opportunistic and Adventurous //<![CDATA[ var infoText = "Opportunistic: emphasis on high-tech, Asian ADRs, and beaten-down stocks."; ; var UID = 37647; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Oliver Keating Small Cap Quant //<![CDATA[ var infoText = "A computer-driven strategy for selecting the best listed U.S. equities, based on a ranking of fundamental, technical and sentiment factors."; ; var UID = 27422; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

KC Capital Mgmt Quantitative ETF //<![CDATA[ var infoText = "Quantitative model trading long, short and leveraged ETFs."; ; var UID = 34120; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Split Rock Equity Rotation //<![CDATA[ var infoText = "The Equity Rotation Model monitors which phase of the economic cycle we are currently in and allocates to sectors accordingly."; ; var UID = 80760; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Sizemore Capital Tactical ETF //<![CDATA[ var infoText = "Sizemore Capital identifies the powerful macro trends driving the global economy and makes investments to profit from those trends."; ; var UID = 12575; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

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About investing

About Covestor

Call our advisers to discuss your personal
situation and investing goals.

Zanshin Capital Buffettian Value

Eric Linser Eagle Portfolio

Riddhi Ruparelia Long Term Growth

John Linnemeier Opportunistic and Adventurous

Oliver Keating Small Cap Quant

KC Capital Mgmt Quantitative ETF

Split Rock Equity Rotation

Sizemore Capital Tactical ETF