• Education
    University of Rochester
  • Qualifications
    BA Economics
  • Job Title
    Founder
  • Industry
    Financial Services
  • Investment Experience
    20+ years - Winner of the 2008 Charles H. Dow award
  • Founded
    1993
  • Company Name
    401 Advisor
  • Number of Employees
    4
  • Address
    203 West Franklin Street
    Centerville
    Ohio
    45459
  • Links
      Blog

Investment portfolio

Strategy
Yield

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.75 365 days
Manager performance
Manager perf
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-10.1%
365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Portfolio commentary


Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor 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 Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.