High Sharpe Portfolio

Overview

The High Sharpe Portfolio combines several systematic, low-correlation quantitative trading models in a leveraged margin account. It is offered as a separately managed account held in the client’s own name at Interactive Brokers.

How It Works

Structure

Multiple independent quantitative strategies, rebalanced daily

Leverage

Up to 3x gross exposure intraday; approximately 1.5x held overnight

Custody

Client’s own account at Interactive Brokers, with daily visibility into positions

Minimum Account

$65,000; margin account required

Advisory Fee

2.00% per year, billed monthly

Key Risks

Leverage magnifies losses as well as gains, and losses can exceed the amount invested. The strategy can decline sharply and quickly and may not be suitable for investors who need near-term access to their funds.

Request the Fact Sheet

The fact sheet includes hypothetical backtested performance, which has inherent limitations and does not reflect actual trading. We provide it only after a conversation about your investment objectives, financial situation and risk tolerance. To request it, complete the form below and enter High Sharpe fact sheet as the subject.

Bishop Financial Services, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This page is for informational purposes only and is not an offer or solicitation to buy or sell any security or investment strategy. Investing involves risk, including loss of principal. Form ADV Part 2A is available on request or at adviserinfo.sec.gov.