Company Name
Sera Capital Management

  • Address
  • 1910 Towne Centre Blvd
  • Suite 250
  • Annapolis
  • Maryland
  • 21401

Sera Capital Management

Sera Capital Management is a father-and-son investing team. We focus on strategies that try to mitigate the risk of significant losses without compromising reward. I am Carlos Sera, and I have provided investment and wealth management advice to high-net-worth individuals for more than 25 years. I am responsible for setting Sera Capital’s investment and research strategies. I work with my son, Carl E. Sera. He holds a Chartered Market Technician (CMT) designation and is skilled in tactical asset allocations, managing market sentiment and behavioral finance.

Investment portfolio

Sera Capital Management’s Financial Tales Portfolio is designed for investors, not speculators. This global tactical strategy invests in a mix of Exchange-Traded Products (ETPs), and seeks to potentially outperform inflation by 5% a year over multiple market cycles. We attempt to achieve that goal while taking on about half the risk of the S&P 500.

ETFs / Funds
Sharpe ratio
0.17 365 days
2.0% 365 days
Risk score
  • 1% fee
  • $10,000 min

Portfolio commentary

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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.