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.

Performance

  • -2.8%

    Month to date

  • -7.0%

    Quarter to date

  • -7.0%

    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

Exposure

33.6%
20.0%
9.8%
9.1%
8.9%
  • Equity Fund
  • Communications
  • Debt Fund
  • Asset Allocation Fund
  • Consumer, Non-cyclical

Top 5 securities View all

7.5%
7.3%
6.0%
5.9%
5.8%

Portfolio commentary

  1. Navigating the bond market maze

    22 June 2015

    Here's a smart strategy for bonds in a period of rising interest rates.

  2. Covestor portfolio managers in the news--November 8, 2014 8 November 2014
  3. Drones and self-driving cars could fuel Google stock 5 September 2014
  4. Some last-minute tax tips 11 April 2014
  5. Ideas for investing your tax refund 11 April 2014

show more


Performance detail

  • Manager (net of fees)

Performance

Portfolio inception June 05, 2012

as of February 05, 2016 Manager (net of fees) S&P 500
Month-to-date -2.8% -3.1%
Quarter-to-date -7.0% -8.0%
Last 365 Days -10.9% -8.8%
Since inception (Annualized) 5.2% 10.9%
2016 (YTD) -7.0% -8.0%
2015 -3.5% -0.7%
2014 3.1% 11.4%
2013 17.3% 29.6%

Risk metrics

Last 365 days

as of February 05, 2016 Manager (net of fees) S&P 500
Volatility 13.5% 16.2%
Sharpe Ratio - 0.83 - 0.56
Sortino Ratio - 1.16 - 0.78
Maximum Drawdown -15.9% -12.7%
Value-at-risk (95%, 1 week) -3.1% -3.8%
vs. S&P 500
Information Ratio - 0.39
Alpha -4.4%
Beta 0.79
R-Squared 0.91

Latest transactions View all

Average trades per month 1.4
Executed Symbol Security Type Price
02/04/16 LCI Lannett Co Inc Buy $27.00
01/28/16 EXPE Expedia Inc Buy $98.38
01/28/16 PYPL PayPal Holdings Inc Sell $33.95
01/19/16 BCV Bancroft Fund Ltd Buy $16.65
01/19/16 CWB SPDR Barclays Convertible Securities ETF Sell $40.78
01/11/16 FEYE FireEye Inc Buy $17.25
11/06/15 FEYE FireEye Inc Buy $23.83
10/05/15 TTM Tata Motors Ltd Buy $24.61

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.