401 Advisor Profile Picture

401 Advisor

Investment Adviser

401 Advisor, LLC is a registered investment adviser based in Centerville, OH. Bill DeShurko founded 401 Advisor, LLC in 2003 after becoming frustrated by the losses incurred by individual investors who followed the industry’s typical "buy and hold" approach to investing.

Drawing from his 25 years of experience in the financial services industry, and as a CERTIFIED FINANCIAL PLANNER™ practitioner, Bill developed a strategy for investors who need a high monthly income to maintain their lifestyle.

The strategy is also designed to help conservative investors who seek investment growth through reinvested dividends.

Investment models

  • 401 Advisor Dividend and Income Plus

    See full details
    • Allocation Strategy Long-Short
    • Approach Fundamental
    • Asset Class Multi Asset Class
    • Geography US
    • Style Yield
    Performance
    • 1.5%
      90 day
    • 7.9%
      365 day
    Avg. Sub.
    • 1.2%
      90 day
    Monthly vs S&P500
    401 advisor - dividend and income plus
    -15.7% 12 months
    3
    1.5% fee

Model commentary

  1. Reviewing our high dividend stock portfolio

    14 April 2013

    A modest P/E ratio combined with high yield has the potential to offer both a defensive position in a market correction and capital appreciation.

  2. Has 'sell in May' arrived early this year? 9 April 2013
  3. Bill DeShurko's investing right now: "We've got one foot very near the door" 4 April 2013
  4. Is the market now topping? Here's my tell. 10 March 2013
  5. This chart could be flashing a big warning sign 12 February 2013

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Important Information

1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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 subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.


About investing

About Covestor

Covestor Ltd is an Investment Adviser regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. This website is for informational purposes only. See important Terms of Use and Privacy Policy. All rights reserved. © Covestor, Ltd. 2013. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. More