Investment Models - page 8

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131 investment model(s)

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BSG&L Financial Services Growth Plus Income
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- Approach fundamental
- Asset Class Multi Asset Class
- Geography Global
Performance
- 3.2%
  90 day
- 10.3%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-14.0% 12 months

3
1.5% fee
American Values Investments American Heroes
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- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 4.6%
  90 day
- 19.0%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-4.0% 12 months

3
1% fee
Harloff Capital Management Opportunistic ETF
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- Approach quantitative
- Asset Class Multi Asset Class
- Geography US
Performance
- -6.7%
  90 day
- 20.6%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

1.9% 12 months

5
2% fee
Focal Point Management Volatility and Tactical Opportunity
See full details
- Approach quantitative
- Asset Class Other Asset Class
- Geography US
Performance
- -15.2%
  90 day
- 47.7%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

15.4% 12 months

5
2% fee
Jesse Barkasy Trend Following
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- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- -1.5%
  90 day
- 9.8%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

5.4% 12 months

5
0.5% fee
Mitch Jones Price Momentum
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- Approach quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography Global
Performance
- 3.3%
  90 day
- 14.9%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

0.8% 12 months

5
1.5% fee
Iron Eye Strategies Macro Trends
See full details
- Approach quantitative
- Asset Class Multi Asset Class
- Geography Global
Performance
- 7.2%
  90 day
- 20.6%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

-2.9% 12 months

3
1.5% fee
Analytic Investment Dividend
See full details
- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 7.4%
  90 day
- 26.9%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

6.0% 12 months

3
1% fee
Fat Pitch Financials Workouts
See full details
- Approach fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance
- 3.2%
  90 day
- 30.7%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

5.8% 12 months

4
1.5% fee
Analytic Investment Enterprise Value
See full details
- Approach quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
Performance
- 13.6%
  90 day
- 37.0%
  365 days
- Avg. Sub.
  -
  90 day
Monthly vs S&P500

7.8% 12 months

4
1.5% fee

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131 investment model(s)

BSG&L Financial Services Growth Plus Income

American Values Investments American Heroes

Harloff Capital Management Opportunistic ETF

Focal Point Management Volatility and Tactical Opportunity

Jesse Barkasy Trend Following

Mitch Jones Price Momentum

Iron Eye Strategies Macro Trends

Analytic Investment Dividend

Fat Pitch Financials Workouts

Analytic Investment Enterprise Value

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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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Harloff Capital Management Opportunistic ETF //<![CDATA[ var infoText = "Opportunistic and quantitative model focusing on ETFs."; ; var UID = 90181; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

Mitch Jones Price Momentum //<![CDATA[ var infoText = "Quantitative model focused on short-term momentum of small cap stocks."; ; var UID = 79317; ; var uidToUse = '#info' + UID; Info.add($(uidToUse).get(), infoText); //]]>

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Harloff Capital Management Opportunistic ETF

Mitch Jones Price Momentum