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 2
2
6.2%

Best 30 days

-6.8%

Worst 30 days

Performance

  • -2.7%
    30 day
  • -3.9%
    90 day
  • 4.1%
    365 day
    June 05, 2012
Monthly vs S&P500
Beckerman Institutional - Asset Allocation Monthly vs S&P500
-8.9% 12 months
  • $20,000 investment min
  • 1% fee

Replicability

100.0%
  • Replicable

Top 5 securities View all

9.0%
7.5%
5.6%
5.1%
5.0%

Portfolio commentary

  1. Drones and self-driving cars could fuel Google stock

    5 September 2014

    Portfolio manager Daniel Beckerman on why he's bullish on Google (GOOGL) shares.

  2. Some last-minute tax tips 11 April 2014
  3. Ideas for investing your tax refund 11 April 2014
  4. Is cold weather impacting the economy and stock market? 20 March 2014
  5. Rising rate fears and stock rally drive interest in convertible bonds 15 January 2014

show more


Performance detail

  • Manager (net of fees)
  • Dow Jones Moderate

Performance

Covestor inception June 05, 2012

as of October 23, 2014 Manager (net of fees) Dow Jones Moderate S&P 500
Past 30 days -2.7% -0.9% -1.5%
Past 90 days -3.9% -2.2% -0.9%
Past 365 days 4.1% 5.0% 14.0%
Since Covestor inception (Annualized) 12.9% 11.7% 21.7%
2014 (YTD) 2.6% 3.4% 7.3%
2013 17.3% 14.4% 32.4%

Risk metrics

Last 365 days

as of October 23, 2014 Manager (net of fees) Dow Jones Moderate S&P 500
Best 30 days 6.2% 4.8% 7.9%
Worst 30 days -6.8% -3.9% -6.7%
Volatility 8.4% 5.3% 10.9%
Sharpe Ratio 0.49 0.94 1.28
Sortino Ratio 0.64 1.24 1.68
Maximum Drawdown -7.6% -5.1% -7.3%
Value-at-risk (95%, 1 week) -2.0% -1.2% -2.5%
vs. Dow Jones Moderate vs. S&P 500
Information Ratio - 0.20 - 2.25
Alpha -2.1% -5.4%
Beta 1.40 0.72
R-Squared 0.78 0.86
  • $20,000 investment min
  • 1% fee

Latest transactions View all

Average trades per month 1.3
Executed Symbol Security Replicable Type Price
10/16/14 DGS WisdomTree Emerging Markets SmallCap Dividend Fund Yes Buy $43.90
09/23/14 YHOO Yahoo! Inc Yes Buy $39.13
09/19/14 MORN Morningstar Inc Yes Buy $68.23
09/08/14 SYNA Synaptics Inc Yes Buy $85.59
08/22/14 DXJ WisdomTree Japan Hedged Equity Fund Yes Buy $50.29
08/22/14 ABM ABM Industries Inc Yes Buy $26.09
08/22/14 EBAY eBay Inc Yes Buy $55.61
08/20/14 ETW Eaton Vance Tax Managed Global Buy Write Opportunities Fund Yes Sell $12.73

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 average, time-weighted 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. 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 are provided by Covestor, and are intended to serve as a general guide.
  9. Transactions that are marked as "Replicable" 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 investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.