401 Advisor Profile Picture
  • 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
  • Blog http://www.deshurkoblog.…
  • 203 West Franklin Street
  • Centerville
  • Ohio
  • 45459
Manager Disclosure Document

401 Advisor

Investment Adviser

Investment portfolio

401 Advisor Dividend and Income Plus

See full details
  • Strategy
    Yield
Sharpe ratio
0.67

365 days

Manager performance
-0.00803,0.00021,0.00680,0.00502,0.00509,0.00322,0.00008,-0.00790,-0.00386,0.00245,0.00756,-0.01425,-0.00608,0.00517,0.00518,0.00576,0.00067,0.00095,0.00003,0.00146,0.00034,-0.00446,0.00217,0.00008,-0.00140,-0.00460,-0.00017,-0.00021,-0.00327,-0.00075,0.00050,0.00105,0.00549,-0.00038,-0.00186,-0.00516,-0.00011,0.00148,-0.00424,0.00334,0.00147,0.00321,0.00274,-0.00410,0.00279,0.00240,-0.00036,-0.00261,-0.00006,0.00496,0.00539,0.00006,-0.00040,0.00066,-0.00057,0.00889,0.00235,0.00139,0.00410,0.00101,0.00179,0.00328,-0.00217,0.00287,-0.00022,0.00305,-0.00256,0.00261,0.00056,0.00255,-0.00066,-0.00332,0.00120,0.00031,0.00170,0.00165,-0.00047,0.01688,-0.00598,0.00256,0.00084,0.00440,-0.00014,-0.00012,-0.00029,-0.00127,-0.00182,-0.00213,-0.01301,-0.00226,0.00575,-0.00856,-0.00171,0.00013,0.00390,0.00361,0.00107,0.00662,-0.00051,0.00137,0.00481,0.00167,0.00035,0.00526,-0.00170,0.00035,-0.00008,-0.00099,-0.00156,0.00140,-0.00266,-0.00112,0.00106,0.00135,0.00071,-0.00299,-0.00039,0.00032,-0.00368,-0.00321,0.00452,0.00022,0.00241,-0.00094,-0.00632,-0.00270,0.00369,-0.00991,0.00000,0.00000,-0.00091,-0.00035,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00000,0.00022,0.00262,-0.00147,0.00124,0.00086,-0.00171,0.00283,0.00133,0.00108,0.00140,-0.00226,-0.00271,-0.00008,0.00040,0.00428,0.00330,-0.00277,0.00013,-0.00286,0.00183,0.00095,0.00615,-0.00201,0.00392,0.00158,-0.00118,-0.00112,0.00292,-0.00686,-0.01377,0.00493,0.00144,-0.00222,0.00242,-0.01186,-0.00168,-0.01438,0.00117,-0.01587,-0.00861,-0.00213,0.01628,0.01196,0.00544,-0.00584,0.00141,-0.00006,0.00192,-0.00214,-0.00139,0.00018,-0.00138,-0.01192,-0.00823,0.00935,0.01220,-0.00176,-0.00382,-0.00131,-0.00538,-0.00646,0.00831,0.00017,0.00647,0.01301,-0.00493,0.00621,-0.00100,-0.00984,0.00555,-0.00852,0.00856,0.01276,-0.00256,0.00869,-0.00017,0.00082,-0.00293,-0.00396,0.00704,0.00835,-0.00048,-0.00445,0.00247,0.00538,-0.00184,0.00209,-0.00055,-0.00208,0.00064,0.00592,-0.00051,-0.00144,0.00321,-0.00555,-0.00195,-0.01062,-0.00192,0.00956,-0.00451,0.00454,0.00038,0.00844,-0.00721,0.00626,0.00191,-0.00287,-0.00483:#0c3557:Manager -0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454:#c8c8c8:S&P_500
5.2%

365 days

Risk score

1.5% fee
$20,000 minimum


401 Advisor Seasonal ETF Growth

See full details
  • Strategy
    ETF rotation
Sharpe ratio
0.52

365 days

Manager performance
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6.7%

365 days

Risk score

1.5% fee
$10,000 minimum


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.