Beckerman Institutional Profile Picture Investment Adviser

Beckerman Institutional

Beckerman Institutional

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

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.

Risk score

Risk Score 3

Best 30 days


Worst 30 days


  • 0.5%
    30 day
  • 2.7%
    90 day
  • 13.5%
    365 day
    June 05, 2012
Monthly vs S&P500
Beckerman Institutional - Asset Allocation Monthly vs S&P500
-9.3% 12 months
  • $10,000 subscription min
  • 1% fee


  • Replicable

Top 5 Holdings View all


Portfolio commentary

  1. Some last-minute tax tips

    11 April 2014

    Portfolio manager Daniel Beckerman discusses taxes before the April 15 deadline.

  2. Ideas for investing your tax refund 11 April 2014
  3. Is cold weather impacting the economy and stock market? 20 March 2014
  4. Rising rate fears and stock rally drive interest in convertible bonds 15 January 2014
  5. The case for alternative investments in 2014 20 December 2013

show more

Performance detail

  • Manager (net of fees)
  • Dow Jones Moderate


Inception June 05, 2012

as of April 16, 2014 Manager (net of fees) Dow Jones Moderate S&P 500
Past 30 days 0.5% 0.3% 0.3%
Past 90 days 2.7% 1.4% 1.4%
Past 365 days 13.5% 11.1% 20.8%
Since Inception (Annualized) 17.0% 14.2% 24.7%
2014 (YTD) 2.9% 1.7% 1.3%
2013 17.3% 14.4% 32.4%

Risk metrics

Last 365 days

as of April 16, 2014 Manager (net of fees) Dow Jones Moderate S&P 500
Best 30 days 6.2% 5.5% 8.4%
Worst 30 days -6.5% -4.6% -4.8%
Volatility 8.9% 6.5% 11.5%
Sharpe Ratio 1.51 1.69 1.81
Sortino Ratio 2.09 2.14 2.55
Maximum Drawdown -7.6% -5.7% -5.7%
Value-at-risk (95%, 1 week) -2.1% -1.5% -2.7%
vs. Dow Jones Moderate vs. S&P 500
Information Ratio 0.59 - 1.54
Alpha 0.5% -1.0%
Beta 1.23 0.72
R-Squared 0.81 0.85
  • $10,000 subscription min
  • 1% fee

Latest transactions View all

Average trades per month 1.2
Executed Symbol Security Replicable Type Price
03/10/14 SYMC Symantec Corp Yes Buy $20.52
02/28/14 FB Facebook Inc Yes Sell $69.01
02/04/14 BRK/B Berkshire Hathaway Inc Yes Buy $109.07
12/27/13 FB Facebook Inc Yes Sell $56.95
12/06/13 DEM WisdomTree Emerging Markets Equity Income Fund Yes Buy $51.39
12/03/13 RMT Royce Micro-Cap Trust Inc Yes Sell $12.50
08/30/13 IDV iShares International Select Dividend ETF Yes Buy $34.11
08/27/13 JGT Nuveen Diversified Currency Opportunities Fund Yes Buy $10.49

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 that fail Covestor's trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
  3. Average subscription returns ("Avg Sub" or "Avg Client") are calculated by Covestor and are composed of the average, daily, time weighted returns of all active subscriptions to the underlying portfolio. These daily average returns are then linked together for the timeframe requested. In addition, these returns include cash, dividends and earnings distributions, brokerage commissions, Covestor advisory fees, and reflect individual client suitability and risk score restrictions. More
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The subscription minimum is the minimum subscription 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. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. 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 (Approach, Asset Class) are provided by Covestor, and are intended to serve as a general guide.
  9. These securities are currently held in the portfolio manager's brokerage account. Holdings in the "Replicable Holdings" table currently pass Covestor's trading rules, subject to individual client constraints. Eligibility for replication may change over time. Actual client subscription holdings may vary.
  10. These transactions were executed in the portfolio manager's brokerage account. Those marked as "Replicable Transactions" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client subscription trade activity may vary.
  11. S&P 500 Index is an unmanaged index compiled by Standard & Poor´s Corp. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index. S&P 500 index data: S&P/Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies Copyright © 2014.