Beckerman Institutional Profile Picture Investment Adviser

Beckerman Institutional

Beckerman Institutional

  • QualificationsChFC®, CFP®, Series 7, 63, 65 & 31
  • Investment Experience13 years
  • Founded2006

Asset Allocation

  • Asset class Multi asset class
  • Strategy ETF asset allocation
The Beckerman Asset Allocation portfolio has a goal of generating long term growth with a secondary goal of income generation.  The portfolio will invest across a range of asset classes including stocks, bonds, alternatives and cash. It retains flexibility to overweight certain asset classes given the managers perception of fundamental opportunities.  We believe that this strategy is appropriate as a core holding for investors.
The portfolio will invest in a diversified manner, which will primarily consist of ETFs, Closed-end Mutual Funds and Individual Securities.  The strategy is long only.  We intend to maintain a low turnover in the portfolio.
Beckerman Institutional engages in fundamental research across a range of ETFs, funds, and individual securities.  We utilize a range of third party research tools, analyst reports and company reports.
Because the portfolio invests primarily in diversified ETF and Closed-End fund holdings, it is broadly diversified.  We also include a variety of asset classes that may limit the correlation level to the US stock market.
We will sell a position when the manager no longer views it as the most attractive option for the portfolio.  This decision will be based on how it fits with the overall portfolio and its underlying fundamentals.
If there is an unusual opportunity, the portfolio may from time to time overweight an asset



Month to date



Quarter to date



Year to date


Quarterly vs S&P500

Quarterly vs S&P500

Risk score

  • 6.9%

    Best quarter

  • -8.0%

    Worst quarter

  • $20,000 investment min
  • 1% fee
  • Required: Margin account

Performance detail

  • Manager (net of fees )


  • Equity Fund
  • Communications
  • Consumer, Non-cyclical
  • Debt Fund
  • Asset Allocation Fund

Top 5 securities

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Portfolio commentary

Performance Portfolio inception June 05, 2012

as of May 26, 2016 Manager (net of fees ) S&P 500
Month-to-date 0.1% 1.2%
Quarter-to-date 0.8% 1.5%
Last 365 Days -5.1% -1.6%
Since inception (Annualized) 7.3% 13.0%
2016 (YTD) 2.4% 2.3%
2015 -3.5% -0.7%
2014 3.1% 11.4%
2013 17.3% 29.6%

Risk metrics Last 365 days

as of May 26, 2016 Manager (net of fees ) S&P 500
Volatility 14.2% 16.6%
Sharpe Ratio - 0.38 - 0.11
Sortino Ratio - 0.56 - 0.16
Maximum Drawdown -16.1% -14.1%
Value-at-risk (95%, 1 week) -3.3% -3.9%
vs. S&P 500
Information Ratio - 0.66
Alpha -4.0%
Beta 0.82
R-Squared 0.91

Latest transactions Average trades per month 1.5

Executed Symbol Security Type Price
05/20/16 DDD 3D Systems Corp Sell $12.22
05/10/16 TOTL SPDR Doubleline Total Return Tactical ETF Buy $49.46
05/10/16 ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund Sell $9.82
05/10/16 MYL Mylan NV Buy $40.72
05/05/16 JGH Nuveen Global High Income Fund Sell $14.30
04/18/16 EXPE Expedia Inc Buy $110.11
03/29/16 LNKD LinkedIn Corp Buy $109.11
03/08/16 SAM Boston Beer Co Inc/The Buy $175.83
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Important Information

  1. Past performance is no guarantee of future results.
  2. 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".
  3. Average client returns are calculated by Covestor and are composed of the asset-weighted average returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. 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.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. Not all transactions listed will appear in your account due to Covestor's trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index. For certain portfolios we use an investable ETF as a benchmark, in these cases returns include management fees, transaction costs and expenses.
  11. This portfolio uses short selling. Short selling is more complex than simply owning securities, involves a high degree of risk, is highly speculative, and is not suitable for all investors. The risk of loss associated with short selling is virtually unlimited. Short selling may also involve additional expenses and risks, including hard-to-borrow stock charges and buy-in risk. You should only select a portfolio using short selling if you are comfortable with the level of risk involved in short selling.
  12. This portfolio uses borrowed funds or leverage to fund investments. Leverage involves a high degree of risk, is highly speculative, and is not suitable for all investors. Leverage increases both the amount you may lose and the amount you may make in a portfolio, leading to higher returns in the case of favorable market movements but also larger losses under adverse market conditions. You may also incur additional expenses associated with borrowing funds. You should only select a portfolio using leverage if you are comfortable with the level of risk involved in using leverage.