Interactive Advisors · investment strategy
by Interactive Advisors
This portfolio is made up of companies that have consistently demonstrated the ability to increase sales and earnings, and improve their cash flow and book values over multiple economic cycles. I carefully study company filings including quarterly and annual reports to find stocks that match my criteria for growth potential.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“above-average sales and earnings per-share growth rates”
“Equity securities (exchange-listed, certain OTC, ADRs) and ETFs”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.76 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.07 (90%: 1.02 to 1.10)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Fundamental research label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
The text the rules are quoted from, with where it came from.
0.25%-0.75% annual; IA retains 0.25%, remainder paid to the Portfolio Manager; fee negotiated between IA and the manager
Equity securities (exchange-listed, certain OTC, ADRs) and ETFs; Portfolio Managers cannot use leverage/margin
To be selected, managers are screened (e.g. AUM, own money in the strategy), fill in a questionnaire on portfolio construction, risk control and strategy guidelines, share historical trade data, and pass a live test period during which clients cannot invest. Managers license their trade data and have no discretion over client accounts. IA receives no compensation from managers and does not pay them for referrals.
Risk score 1-5 assigned by IA; reevaluated at least annually
Not available (TLH only for the Asset Allocation Portfolio)
This portfolio is made up of companies that have consistently demonstrated the ability to increase sales and earnings, and improve their cash flow and book values over multiple economic cycles. I carefully study company filings including quarterly and annual reports to find stocks that match my criteria for growth potential.
Sparrow Capital Management is a registered investment advisor based in Missouri. Gerry Sparrow, an investment professional with more than 20 years of investment management experience, is our President and Founder. He selects stock investments using a proprietary matrix of fundamental, quantitative and technical factors.
Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.
Our research helps us to diversify the portfolio’s holdings across multiple sectors. We often will have different weightings for each sector, as compared to the S&P 500 Index.
The screening process helps identify companies that meet specific criteria for growth and other metrics.
None.
We use screens to identify industries and companies that show above average earning power. Then, we rate stocks using a matrix of various fundamental and quantitative factors. Some of these factors include above-average sales and earnings per-share growth rates. Finally, we review the company's original source material including quarterly reports and participate in quarterly conference calls and webcasts.
We sell positions when the original reason for the purchase no longer exists or we find a better idea.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Fundamental analysis, Growth over economic cycles | 2026-10-09 |
| Rebalancing (methodology text) | Mirrors manager trades via co-trading; IA may make adjustment trades |
| Management / advisory fee | 0.75% | 2026-10-09 | |
| Minimum investment | $500 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Third-Party Manager Co-Trading · covers: 20 · source_key: interactive_advisors|0 · original_name: Manager Portfolios |
| Benchmark (methodology text) | Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally |
| Annualized return since inception (Lighthorse, daily, live) | 12.51% | 2026-10-16 | |
| Calendar-year returns (live account) | 2011: 5.8% · 2012: 9.0% · 2013: 23.4% · 2014: 10.7% · 2015: 1.6% · 2016: 6.7% · 2017: 20.5% · 2018: -5.1% · 2019: 22.5% · 2020: 56.3% · 2021: 8.8% · 2022: -31.8% · 2023: 43.7% · 2024: 35.2% · 2025: 15.0% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 12.70% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 613.80% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -3.69% | 2026-10-16 | |
| Return, last 30 days (live account) | 2.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 11.84% | 2026-10-16 | |
| Return, last 365 days (live account) | 11.80% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 65.40% | 2026-10-09 | |
| Return, last 90 days (live account) | 6.10% | 2026-10-09 | |
| Return, year to date (live account) | 12.80% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.08 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -42.50% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -15.77% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -15.80% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.60 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.55 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.47 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.79 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.73 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.60% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 19.91% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 15.02% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 15.60% | 2026-10-09 |
| Risk label (Interactive Advisors) | Aggressive | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 4 | 2026-10-09 | |
| Risk score description | Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals. | 2026-10-09 |
Collective2
Quantbase · Surmount
