Bringing you live news and features since 2006 

Sizemore Capital Management launches tactical ETF portfolio on Covestor


Sizemore Capital Management LLC has launched a global ETF investment model on Covestor (, the mirrored investing platform that enables clients to replicate the trading strategies of proven investors.

The Sizemore Capital Tactical ETF Portfolio, managed by Sizemore Capital Management Chief Investment Officer and Sizemore Investment Letter founder and editor, Charles Sizemore, is a Global Macro ETF model with a strong contrarian value focus.

The model utilises all major asset classes, including US and global equities, emerging market equities, bonds, currencies and commodities, as market conditions warrant. The model attempts to allocate to those asset classes the manager believes to be undervalued while avoiding or selling those asset classes deemed to be overvalued.

Covestor brings the type of investing expertise once reserved for high-net-worth investors to everyday investors. Covestor customers can subscribe to Sizemore’s Tactical ETF Portfolio with a low minimum investment of USD5,000.

"Given the current volatility in global and domestic stock markets, it is important that investors take a step back to gain some perspective," says Charles Sizemore (pictured). "When you choose investments well and diversify your portfolio, you don’t have to worry at times like these. We aim to identify the powerful macro trends driving the global economy and make investments that profit from those trends.

"Though the Tactical ETF Portfolio may have concentrated allocations to stock market sectors, countries, currencies or commodities, we will keep the portfolio prudently diversified. Only under very rare circumstances would the portfolio have more than 10 per cent of its assets targeted to any single non-diversified position."

"The addition of Sizemore’s model furthers Covestor’s goal of broadening our selection of globally oriented investment options," says Eric Esterkin, Director of Client Relations, Covestor.

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by