Investment Models - page 7

Help me find the right model

130 investment model(s)

Sort by

Felix Tong Concentrated Risk
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- -8.3%
  90 day
- 38.7%
  365 days
- Avg. Sub.
  -8.4%
  90 day
Monthly vs S&P500

30.9% 12 months

5
0.5% fee
Analytic Investment Tactical Fixed Income
See full details
- Approach quantitative
- Asset Class Fixed Income
- Geography Global
Performance
- -8.1%
  90 day
- 5.8%
  365 days
- Avg. Sub.
  -8.7%
  90 day
Monthly vs S&P500

-13.1% 12 months

2
0.5% fee
Sparrow Capital Management Hard and Soft Commodities
See full details
- Approach fundamental
- Asset Class Other Asset Class
- Geography Global
Performance
- -13.0%
  90 day
- -15.7%
  365 days
- Avg. Sub.
  -12.9%
  90 day
Monthly vs S&P500

-35.9% 12 months

4
0.5% fee
Chris Rees TenStocks
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- -14.8%
  90 day
- 3.4%
  365 days
- Avg. Sub.
  -15.7%
  90 day
Monthly vs S&P500

-22.5% 12 months

4
2% fee
Andy Djordjalian South America
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography International
Performance
- -15.7%
  90 day
- -8.5%
  365 days
- Avg. Sub.
  -16.0%
  90 day
Monthly vs S&P500

-22.8% 12 months

4
1.5% fee
Ben Wong Tactical and Opportunistic
See full details
- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- -21.3%
  90 day
- -17.8%
  365 days
- Avg. Sub.
  -21.4%
  90 day
Monthly vs S&P500

-37.5% 12 months

5
0.5% fee
David Fried Diversified Buybacks
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 5.4%
  90 day
- 39.7%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

16.9% 12 months

3
1.5% fee
Prism Capital Fundamental Asset Allocation
See full details
- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 0.7%
  90 day
- 7.9%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-16.2% 12 months

2
1.5% fee
Mosaic Financial Partners Strategic Asset Allocation
See full details
- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance
- 1.3%
  90 day
- 16.6%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-6.3% 12 months

3
0.5% fee
Capital Ideas Macro Plus Income
See full details
- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 2.6%
  90 day
- 10.0%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-14.0% 12 months

4
1.5% fee

1.866.825.3005

Filter ResultsReset All

Risk Score Reset

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)

Felix Tong Concentrated Risk

Analytic Investment Tactical Fixed Income

Sparrow Capital Management Hard and Soft Commodities

Chris Rees TenStocks

Andy Djordjalian South America

Ben Wong Tactical and Opportunistic

David Fried Diversified Buybacks

Prism Capital Fundamental Asset Allocation

Mosaic Financial Partners Strategic Asset Allocation

Capital Ideas Macro Plus Income

About investing

About Covestor

Search for models or investors

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)

Sort by

Felix Tong Concentrated Risk //<![CDATA[ var infoText = "Non-diversified equities model, aiming for preservation of capital plus significant appreciation."; ; var UID = 29162; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Sparrow Capital Management Hard and Soft Commodities //<![CDATA[ var infoText = "This is a commodities-driven model which is designed to hedge against inflation."; ; var UID = 18498; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Andy Djordjalian South America //<![CDATA[ var infoText = "South American focus, diversifying across countries, asset classes and industries. May find opportunities from studying currency movements."; ; var UID = 59070; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Ben Wong Tactical and Opportunistic //<![CDATA[ var infoText = "Opportunistic model with a bias towards the technology sector."; ; var UID = 64007; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Sort by

About investing

About Covestor

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

Felix Tong Concentrated Risk

Sparrow Capital Management Hard and Soft Commodities

Andy Djordjalian South America

Ben Wong Tactical and Opportunistic