Investment Models - page 11

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131 investment model(s)

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Sizemore Capital Sizemore Investment Letter
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 2.2%
  90 day
- 24.2%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-1.3% 12 months

3
1.5% fee
Ruben Kuswanto Flexible Long-Short
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 7.1%
  90 day
- 7.3%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-10.7% 12 months

4
1% fee
Ashok Agarwalla Market Timing ETFs
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 8.5%
  90 day
- 46.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-0.8% 12 months

5
2% fee
Lelio Vrancovich Technical ETFs
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- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance
- -24.4%
  90 day
- -29.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-47.4% 12 months

5
0.5% fee
Fletcher Wealth Management Texas-Based
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 8.2%
  90 day
- 28.6%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

5.7% 12 months

4
1.5% fee
Sigma Advantage Investments Aggressive Stock
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 12.1%
  90 day
- 34.0%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

4.1% 12 months

4
0.5% fee
Fletcher Wealth Management Oil and Gas MLPs
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- Approach fundamental
- Asset Class Other Asset Class
- Geography US
Performance
- 9.5%
  90 day
- 24.5%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

2.2% 12 months

3
1.5% fee
Everyday Capital Everyday Portfolio
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- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance
- 4.8%
  90 day
- 11.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-3.9% 12 months

2
0.5% fee
Jim Bowerman Fundamental Opportunism
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 23.1%
  90 day
- 32.9%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

1.8% 12 months

5
1.5% fee
David Wang Event Driven Value
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 8.8%
  90 day
- 19.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-4.6% 12 months

3
1.5% fee

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

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131 investment model(s)

Sizemore Capital Sizemore Investment Letter

Ruben Kuswanto Flexible Long-Short

Ashok Agarwalla Market Timing ETFs

Lelio Vrancovich Technical ETFs

Fletcher Wealth Management Texas-Based

Sigma Advantage Investments Aggressive Stock

Fletcher Wealth Management Oil and Gas MLPs

Everyday Capital Everyday Portfolio

Jim Bowerman Fundamental Opportunism

David Wang Event Driven Value

About investing

About Covestor

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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.

131 investment model(s)

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Ruben Kuswanto Flexible Long-Short //<![CDATA[ var infoText = "Long/Short fund with long-term view."; ; var UID = 49377; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Ashok Agarwalla Market Timing ETFs //<![CDATA[ var infoText = "Swing trading, technical analysis model. Primarily uses ETFs, including leveraged and inverse.<br />"; ; var UID = 50242; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Lelio Vrancovich Technical ETFs //<![CDATA[ var infoText = "This model uses only highly liquid ETFs as trading vehicles, and aims to minimize volatility.<br />"; ; var UID = 23815; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Everyday Capital Everyday Portfolio //<![CDATA[ var infoText = "An equity investment strategy geared toward growth while demonstrating less volatility than the overall equity market."; ; var UID = 20873; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

David Wang Event Driven Value //<![CDATA[ var infoText = "The model seeks superior returns by investing in undervalued companies with a catalyst for price appreciation."; ; var UID = 5496; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

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

Ruben Kuswanto Flexible Long-Short

Ashok Agarwalla Market Timing ETFs

Lelio Vrancovich Technical ETFs

Everyday Capital Everyday Portfolio

David Wang Event Driven Value