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We provide low-cost access to well-diversified portfolios using data from industry-leading providers and our own investment team as well as a curated selection of talented investment managers who have a mandate to pursue enhanced returns. You’re always free to switch your portfolios, whenever you want, without fees or penalties.
Benefits of portfolios with us
Curated
Only registered investment advisors and hedge fund managers
Suitable
A risk score for every portfolio to ensure it is suitable for you
Monitored
Our systems and people monitor your investments
Co-invested
Traded at the same time and same price as the manager
Lower costs
0.08% to 1.5% management fee
Ease of buying
Ability to buy and sell easily online and by phone
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Sharpe ratio
Stoken Asset Management Profile Picture
Stoken Tactical Adaptive Strategy
Managed by Stoken Asset Management
18.3%
365 days
Performance
Cost
Keywords
2.95
Sharpe ratio
4.4%
90 days
$10,000
Minimum investment
0.75%
Management fee
active combined asset strategy, across a whole market cycle
Legg Mason Profile Picture
Global Growth and Income
Managed by Legg Mason
17.8%
365 days
Performance
Cost
Keywords
2.94
Sharpe ratio
5.6%
90 days
$1,000
Minimum investment
0.10%
Management fee
diversified equity, balancing growth, income and risk, ETFs
Cratus Capital LLC Profile Picture
High Income Strategy
Managed by Cratus Capital LLC
7.7%
365 days
Performance
Cost
Keywords
2.85
Sharpe ratio
1.8%
90 days
$20,000
Minimum investment
0.75%
Management fee
low volatility, bond ETFs, small and mid cap dividend stocks
FTSE Russell Profile Picture
Russell 1000 Technology
Managed by FTSE Russell
49.0%
365 days
Performance
Cost
Keywords
2.79
Sharpe ratio
19.9%
90 days
$1,000
Minimum investment
0.20%
Management fee
technology, large and mid cap stocks
Thomson, Horstmann & Bryant Inc. Profile Picture
THB Mid Cap
Managed by Thomson, Horstmann & Bryant Inc.
33.6%
365 days
Performance
Cost
Keywords
2.61
Sharpe ratio
10.3%
90 days
$22,500
Minimum investment
0.75%
Management fee
concentrated, long term view, fundamental analysis, mid cap stocks
Mott Capital Management, LLC Profile Picture
Thematic Growth
Managed by Mott Capital Management, LLC
34.2%
365 days
Performance
Cost
Keywords
2.40
Sharpe ratio
18.9%
90 days
$20,000
Minimum investment
1.00%
Management fee
generational and demographic shifts, 4 to 5 themes, 3 to 5 year time horizon
State Street Global Advisors Profile Picture
SSGA Moderate
Managed by State Street Global Advisors
17.8%
365 days
Performance
Cost
Keywords
2.38
Sharpe ratio
6.3%
90 days
$1,000
Minimum investment
0.10%
Management fee
tactical asset allocation, index ETFs
FTSE Russell Profile Picture
Russell Top 200
Managed by FTSE Russell
29.2%
365 days
Performance
Cost
Keywords
2.35
Sharpe ratio
12.2%
90 days
$1,000
Minimum investment
0.20%
Management fee
large cap stocks
Sera Capital Management Profile Picture
Financial Tales Portfolio
Managed by Sera Capital Management
14.6%
365 days
Performance
Cost
Keywords
2.30
Sharpe ratio
4.0%
90 days
$10,000
Minimum investment
1.00%
Management fee
global tactical strategy, undervalued asset classes, risk management focus
Veda Financial Profile Picture
Guru Value Strategy
Managed by Veda Financial
33.3%
365 days
Performance
Cost
Keywords
2.27
Sharpe ratio
14.4%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis, competitive advantages, market opportunity
FTSE Russell Profile Picture
Russell 1000 Utilities
Managed by FTSE Russell
23.3%
365 days
Performance
Cost
Keywords
2.24
Sharpe ratio
2.5%
90 days
$1,000
Minimum investment
0.20%
Management fee
utilities, large and mid cap stocks
Interactive Advisors Smart Beta Profile Picture
Growth Portfolio
Managed by Interactive Advisors Smart Beta
30.0%
365 days
Performance
Cost
Keywords
2.23
Sharpe ratio
11.1%
90 days
$1,000
Minimum investment
0.08%
Management fee
large and mid cap growth stocks
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
Managed by FTSE Russell
25.3%
365 days
Performance
Cost
Keywords
2.22
Sharpe ratio
6.9%
90 days
$1,000
Minimum investment
0.20%
Management fee
large and mid cap growth stocks
FTSE Russell Profile Picture
Russell 1000 Financial Services
Managed by FTSE Russell
27.4%
365 days
Performance
Cost
Keywords
2.17
Sharpe ratio
9.2%
90 days
$1,000
Minimum investment
0.20%
Management fee
financial services, large and mid cap stocks
Elite Wealth Management Profile Picture
Elite Global Strategy
Managed by Elite Wealth Management
27.9%
365 days
Performance
Cost
Keywords
2.09
Sharpe ratio
15.1%
90 days
$50,000
Minimum investment
1.00%
Management fee
diversified, tactical investing, domestic and international
State Street Global Advisors Profile Picture
SSGA Growth
Managed by State Street Global Advisors
21.5%
365 days
Performance
Cost
Keywords
2.05
Sharpe ratio
8.9%
90 days
$1,000
Minimum investment
0.10%
Management fee
tactical asset allocation, index ETFs
FTSE Russell Profile Picture
Russell 1000 Consumer Staples
Managed by FTSE Russell
23.2%
365 days
Performance
Cost
Keywords
2.04
Sharpe ratio
7.1%
90 days
$1,000
Minimum investment
0.20%
Management fee
consumer staples, large and mid cap stocks
Interactive Advisors Smart Beta Profile Picture
Broad Market Portfolio
Managed by Interactive Advisors Smart Beta
25.8%
365 days
Performance
Cost
Keywords
2.03
Sharpe ratio
10.5%
90 days
$1,000
Minimum investment
0.08%
Management fee
large and mid cap stocks
Interactive Advisors Smart Beta Profile Picture
Quality Portfolio
Managed by Interactive Advisors Smart Beta
23.2%
365 days
Performance
Cost
Keywords
1.98
Sharpe ratio
7.5%
90 days
$1,000
Minimum investment
0.08%
Management fee
large and mid cap quality stocks
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
Managed by FTSE Russell
22.5%
365 days
Performance
Cost
Keywords
1.97
Sharpe ratio
6.5%
90 days
$1,000
Minimum investment
0.20%
Management fee
all cap growth stocks
13.6%
365 days
Performance
Cost
Keywords
1.94
Sharpe ratio
6.0%
90 days
$1,000
Minimum investment
0.10%
Management fee
alternatives, stocks and bonds, ETFs
WisdomTree Profile Picture
WisdomTree Aggressive
Managed by WisdomTree
18.0%
365 days
Performance
Cost
Keywords
1.89
Sharpe ratio
7.7%
90 days
$1,000
Minimum investment
0.10%
Management fee
diversified, stocks and bonds, ETFs
Sizemore Capital Profile Picture
Dividend Growth
Managed by Sizemore Capital
15.9%
365 days
Performance
Cost
Keywords
1.85
Sharpe ratio
5.9%
90 days
$20,000
Minimum investment
1.50%
Management fee
dividend stocks, the next decade and beyond
Split Rock Profile Picture
Equity Rotation Strategy
Managed by Split Rock
22.5%
365 days
Performance
Cost
Keywords
1.80
Sharpe ratio
11.7%
90 days
$15,000
Minimum investment
1.00%
Management fee
economic cycle, geopolitical events, fundamental analysis
FTSE Russell Profile Picture
Russell 1000 Producer Durables
Managed by FTSE Russell
27.4%
365 days
Performance
Cost
Keywords
1.79
Sharpe ratio
10.3%
90 days
$1,000
Minimum investment
0.20%
Management fee
producer durables, large and mid cap stocks
FTSE Russell Profile Picture
Russell 1000 Consumer Discretionary
Managed by FTSE Russell
23.5%
365 days
Performance
Cost
Keywords
1.77
Sharpe ratio
6.9%
90 days
$1,000
Minimum investment
0.20%
Management fee
consumer discretionary, large and mid cap stocks
Elite Wealth Management Profile Picture
Tactical Long Short
Managed by Elite Wealth Management
17.9%
365 days
Performance
Cost
Keywords
1.75
Sharpe ratio
9.4%
90 days
$10,000
Minimum investment
1.00%
Management fee
technical trading, actively trade index ETFs
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Managed by Philadelphia Investment Partners
23.3%
365 days
Performance
Cost
Keywords
1.70
Sharpe ratio
14.3%
90 days
$10,000
Minimum investment
0.80%
Management fee
proprietary asset allocation
Vista IM Profile Picture
Core Equity
Managed by Vista IM
22.5%
365 days
Performance
Cost
Keywords
1.68
Sharpe ratio
11.3%
90 days
$10,000
Minimum investment
0.50%
Management fee
diversified, fundamental analysis, growth with moderate risk, ETFs primarily
Analytic Investment Profile Picture
Focus Growth
Managed by Analytic Investment
23.7%
365 days
Performance
Cost
Keywords
1.60
Sharpe ratio
12.7%
90 days
$60,000
Minimum investment
1.50%
Management fee
aggressive, computer algorithms to identify mispriced large cap stocks
FTSE Russell Profile Picture
FTSE NAREIT All Equity REITs
Managed by FTSE Russell
20.3%
365 days
Performance
Cost
Keywords
1.57
Sharpe ratio
0.0%
90 days
$1,000
Minimum investment
0.20%
Management fee
real estate, all property sectors
Sizemore Capital Profile Picture
Strategic Growth Allocation
Managed by Sizemore Capital
15.1%
365 days
Performance
Cost
Keywords
1.56
Sharpe ratio
5.8%
90 days
$10,000
Minimum investment
1.00%
Management fee
asset allocation, non-traditional asset classes
Vista IM Profile Picture
Core Holding
Managed by Vista IM
21.1%
365 days
Performance
Cost
Keywords
1.55
Sharpe ratio
9.6%
90 days
$20,000
Minimum investment
0.50%
Management fee
diversified, fundamental analysis, growth with moderate risk
Capstone Global Investments Profile Picture
High Quality Small Cap
Managed by Capstone Global Investments
28.8%
365 days
Performance
Cost
Keywords
1.54
Sharpe ratio
14.4%
90 days
$30,000
Minimum investment
1.00%
Management fee
small cap, fundamental analysis
Interactive Advisors Smart Beta Profile Picture
Dividend Portfolio
Managed by Interactive Advisors Smart Beta
20.9%
365 days
Performance
Cost
Keywords
1.52
Sharpe ratio
8.2%
90 days
$1,000
Minimum investment
0.08%
Management fee
large and mid cap dividend stocks
FTSE Russell Profile Picture
Russell 1000 Health Care
Managed by FTSE Russell
20.3%
365 days
Performance
Cost
Keywords
1.47
Sharpe ratio
14.9%
90 days
$1,000
Minimum investment
0.20%
Management fee
medical and healthcare, large and mid cap stocks
Stone Fox Capital Profile Picture
Net Payout Yields
Managed by Stone Fox Capital
24.1%
365 days
Performance
Cost
Keywords
1.47
Sharpe ratio
9.1%
90 days
$20,000
Minimum investment
1.00%
Management fee
conservative, large cap dividend stocks or stock buybacks
Texas Elite Advisory Profile Picture
Elite Relative Value Strategy
Managed by Texas Elite Advisory
13.7%
365 days
Performance
Cost
Keywords
1.47
Sharpe ratio
3.3%
90 days
$25,000
Minimum investment
1.25%
Management fee
value investing, fundamental analysis
Y H & C Investments Profile Picture
Long Term GARP
Managed by Y H & C Investments
21.4%
365 days
Performance
Cost
Keywords
1.42
Sharpe ratio
7.1%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis, strategic competitive advantages
Crabtree Asset Mgmt Profile Picture
Crabtree Technology
Managed by Crabtree Asset Mgmt
23.9%
365 days
Performance
Cost
Keywords
1.37
Sharpe ratio
14.6%
90 days
$30,000
Minimum investment
1.00%
Management fee
science and technology, fundamental analysis, stocks and ADRs
Crabtree Asset Mgmt Profile Picture
Crabtree Small Cap Growth
Managed by Crabtree Asset Mgmt
20.6%
365 days
Performance
Cost
Keywords
1.34
Sharpe ratio
11.1%
90 days
$35,000
Minimum investment
1.00%
Management fee
fundamental analysis, small cap stocks and ADRs
FTSE Russell Profile Picture
Russell 1000 Materials and Processing
Managed by FTSE Russell
20.7%
365 days
Performance
Cost
Keywords
1.32
Sharpe ratio
6.2%
90 days
$1,000
Minimum investment
0.20%
Management fee
extract or process raw materials, large and mid cap stocks
Sparrow Capital Management Profile Picture
Fundamental Growth
Managed by Sparrow Capital Management
22.3%
365 days
Performance
Cost
Keywords
1.23
Sharpe ratio
18.4%
90 days
$20,000
Minimum investment
1.00%
Management fee
fundamental analysis, growth over multiple economic cycles
Interactive Advisors Smart Beta Profile Picture
Value Portfolio
Managed by Interactive Advisors Smart Beta
18.2%
365 days
Performance
Cost
Keywords
1.09
Sharpe ratio
9.3%
90 days
$1,000
Minimum investment
0.08%
Management fee
large and mid cap value stocks
Interactive Advisors Smart Beta Profile Picture
Small Cap Growth Portfolio
Managed by Interactive Advisors Smart Beta
17.7%
365 days
Performance
Cost
Keywords
1.06
Sharpe ratio
9.9%
90 days
$1,000
Minimum investment
0.11%
Management fee
small and mid cap growth stocks
Interactive Advisors Smart Beta Profile Picture
Small Cap Broad Market Portfolio
Managed by Interactive Advisors Smart Beta
16.9%
365 days
Performance
Cost
Keywords
1.00
Sharpe ratio
11.3%
90 days
$1,000
Minimum investment
0.11%
Management fee
small and mid cap stocks
Y H & C Investments Profile Picture
Concentrated GARP
Managed by Y H & C Investments
15.8%
365 days
Performance
Cost
Keywords
0.98
Sharpe ratio
3.2%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis, corporate events, arbitrage
Interactive Advisors Smart Beta Profile Picture
Small Cap Quality Portfolio
Managed by Interactive Advisors Smart Beta
15.3%
365 days
Performance
Cost
Keywords
0.97
Sharpe ratio
7.4%
90 days
$1,000
Minimum investment
0.11%
Management fee
small and mid cap quality stocks
Sparrow Capital Management Profile Picture
Sparrow Unconstrained Strategy
Managed by Sparrow Capital Management
22.6%
365 days
Performance
Cost
Keywords
0.96
Sharpe ratio
21.1%
90 days
$50,000
Minimum investment
1.00%
Management fee
across market sectors, industries and market capitalization ranges
Interactive Advisors Smart Beta Profile Picture
Small Cap Dividend Portfolio
Managed by Interactive Advisors Smart Beta
15.1%
365 days
Performance
Cost
Keywords
0.91
Sharpe ratio
7.6%
90 days
$1,000
Minimum investment
0.11%
Management fee
small and mid cap dividend stocks
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Managed by Greenwich Wealth Management LLC
19.5%
365 days
Performance
Cost
Keywords
0.89
Sharpe ratio
13.7%
90 days
$20,000
Minimum investment
1.00%
Management fee
concentrated, macroeconomic view, conservative discounted cash flow
Interactive Advisors Smart Beta Profile Picture
Small Cap Value Portfolio
Managed by Interactive Advisors Smart Beta
15.2%
365 days
Performance
Cost
Keywords
0.83
Sharpe ratio
8.4%
90 days
$1,000
Minimum investment
0.11%
Management fee
small cap value stocks
Atlas Capital Profile Picture
Global Downside Protected
Managed by Atlas Capital
8.6%
365 days
Performance
Cost
Keywords
0.74
Sharpe ratio
9.0%
90 days
$20,000
Minimum investment
0.75%
Management fee
global equity, risk management focus
Sparrow Capital Management Profile Picture
Freedland Healthcare
Managed by Sparrow Capital Management
11.0%
365 days
Performance
Cost
Keywords
0.52
Sharpe ratio
13.5%
90 days
$20,000
Minimum investment
1.00%
Management fee
healthcare, medical technology, mostly mid cap stocks
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Managed by Financial Freedom Management LLC
2.5%
365 days
Performance
Cost
Keywords
0.20
Sharpe ratio
3.0%
90 days
$15,000
Minimum investment
0.75%
Management fee
global asset allocation, Ivy league endowment strategy
FTSE Russell Profile Picture
Russell 1000 Energy
Managed by FTSE Russell
0.4%
365 days
Performance
Cost
Keywords
-0.06
Sharpe ratio
8.4%
90 days
$1,000
Minimum investment
0.20%
Management fee
energy, large and mid cap stocks
Williams Market Analytics Profile Picture
WMA Top Picks
Managed by Williams Market Analytics
0.5%
365 days
Performance
Cost
Keywords
-0.29
Sharpe ratio
2.7%
90 days
$10,000
Minimum investment
1.50%
Management fee
concentrated, fundamental analysis, large and mid cap stocks
Atlas Capital Profile Picture
MergerArb
Managed by Atlas Capital
-2.9%
365 days
Performance
Cost
Keywords
-0.48
Sharpe ratio
-0.6%
90 days
$10,000
Minimum investment
1.00%
Management fee
potential takeover targets

Recently added portfolios

These portfolios were added in the last 365 days and so we do not calculate the 365 day performance or Sharpe ratio for them.

Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Managed by Clearbrook Capital Advisors
The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.
Performance
Cost
Keywords
-
Sharpe ratio
44.4%
90 days
$20,000
Minimum investment
1.50%
Management fee
fundamental analysis, concentrated exposure
Global X Profile Picture
China Sector
Managed by Global X
Global X believes that China warrants a more nuanced investment approach like sector investing. This portfolio provides exposure to China utilizing a segmented and processed approach with a tilt towards the growthier, “new” economy that is being driven by the shift to a consumer led economy. The ...
Performance
Cost
Keywords
-
Sharpe ratio
16.1%
90 days
$1,000
Minimum investment
0.10%
Management fee
new consumer led businesses in China
Global X Profile Picture
Thematic Disruptors
Managed by Global X
The Global X Equity Thematic Disruptors ETF Model Portfolio is a growth-focused equity allocation portfolio using Global X and third-party ETFs.
Performance
Cost
Keywords
-
Sharpe ratio
16.5%
90 days
$1,000
Minimum investment
0.10%
Management fee
growth and disruption, ETFs
Interactive Advisors Socially Responsible Investing Profile Picture
Clean Energy
Managed by Interactive Advisors Socially Responsible Investing
The Clean Energy Portfolio is designed to invest in US companies that are leading the transition from fossil fuels to clean energy. These companies make use of alternative energy sources, as well as efficient, renewable and clean technologies for power generation and transmission.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good environmental score, clean energy, socially responsible investing
Interactive Advisors Socially Responsible Investing Profile Picture
Clean Technology
Managed by Interactive Advisors Socially Responsible Investing
The Clean Technology portfolio is designed to invest in US companies that develop products that directly or indirectly reduce harmful environmental impact. These products and technologies help increase energy efficiency, reduce water and energy usage, and improve the quality of air and water.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good environmental score, clean technology, socially responsible investing
Interactive Advisors Socially Responsible Investing Profile Picture
ESG Broad Market Portfolio
Managed by Interactive Advisors Socially Responsible Investing
The ESG Broad Market portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors while delivering return and risk characteristics of large and mid cap stocks within the US equity market.
Performance
Cost
Keywords
-
Sharpe ratio
10.6%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap stocks
Interactive Advisors Socially Responsible Investing Profile Picture
ESG Dividend Portfolio
Managed by Interactive Advisors Socially Responsible Investing
The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market.
Performance
Cost
Keywords
-
Sharpe ratio
9.0%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap dividend stocks
Interactive Advisors Socially Responsible Investing Profile Picture
ESG Growth Portfolio
Managed by Interactive Advisors Socially Responsible Investing
The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.
Performance
Cost
Keywords
-
Sharpe ratio
9.6%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap growth stocks
Interactive Advisors Socially Responsible Investing Profile Picture
ESG Quality Portfolio
Managed by Interactive Advisors Socially Responsible Investing
The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market.
Performance
Cost
Keywords
-
Sharpe ratio
8.4%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap quality stocks
Interactive Advisors Socially Responsible Investing Profile Picture
ESG Value Portfolio
Managed by Interactive Advisors Socially Responsible Investing
The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market.
Performance
Cost
Keywords
-
Sharpe ratio
9.9%
90 days
$1,000
Minimum investment
0.11%
Management fee
good ESG scores, large and mid cap value stocks
Interactive Advisors Socially Responsible Investing Profile Picture
Fair Labor
Managed by Interactive Advisors Socially Responsible Investing
The Fair Labor Portfolio is designed to invest in US companies with processes and policies in place against abusive labor practices. These companies have not been involved in any wages and working conditions controversies recently. They also have processes in place to monitor breaches in their su...
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good social score, fair labor, socially responsible investing
Interactive Advisors Socially Responsible Investing Profile Picture
Good Business Ethics
Managed by Interactive Advisors Socially Responsible Investing
The Good Business Ethics Portfolio is designed to invest in US companies with a reputation for honest dealing, ethical behavior and integrity as well as a code of ethics to set standards of behavior across the workforce.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good social score, good business ethics, socially responsible investing
Interactive Advisors Socially Responsible Investing Profile Picture
Low Greenhouse Emissions
Managed by Interactive Advisors Socially Responsible Investing
The Low Greenhouse Emissions Portfolio is designed to invest in US companies that have low direct and indirect greenhouse emissions. These companies are committed to further reducing emissions and aim to have a low carbon footprint.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good environmental score, low greenhouse emissions, socially responsible investing
Interactive Advisors Socially Responsible Investing Profile Picture
Workforce Diversity
Managed by Interactive Advisors Socially Responsible Investing
The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.
Performance
Cost
Keywords
-
Sharpe ratio
-%
90 days
$1,000
Minimum investment
0.11%
Management fee
good social score, workforce diversity, socially responsible investing
Lakeland Wealth Management Profile Picture
Long Term Value
Managed by Lakeland Wealth Management
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital p...
Performance
Cost
Keywords
-
Sharpe ratio
11.6%
90 days
$20,000
Minimum investment
0.50%
Management fee
business with competitive advantage over the long term
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