Beckerman Inst. Profile Picture

Beckerman Institutional

Investment Adviser

Investment portfolio

Strategy
ETF asset allocation

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-0.94 365 days
Manager performance
Manager perf
-0.00147,0.00896,0.00467,0.00006,-0.00103,0.00176,0.00254,-0.00524,0.00458,0.00369,0.00177,-0.00077,0.00274,-0.00360,-0.00287,0.00322,-0.00926,0.00123,-0.01305,-0.00094,0.00865,-0.00837,0.00828,-0.00267,0.01168,-0.00544,0.00717,0.00174,0.00080,-0.00743,-0.00236,0.00077,0.00813,-0.00550,-0.00095,0.00267,0.00702,-0.00216,0.00560,0.00255,0.00286,-0.00459,0.00111,0.00578,0.00074,-0.01003,0.00520,-0.00077,0.00379,0.00604,0.00214,-0.00111,0.00213,-0.00387,-0.00910,0.00525,0.00280,-0.00989,-0.00289,0.00308,0.01076,-0.00578,-0.00159,0.00245,0.00867,-0.00049,0.00195,-0.00262,0.00059,0.00225,-0.00294,-0.00985,0.00698,-0.00072,-0.00515,0.00185,0.00112,0.00171,-0.00905,-0.00014,-0.00690,-0.00261,0.00993,-0.00144,-0.00402,-0.00493,0.00035,0.00169,0.00751,-0.00666,0.00372,0.00269,-0.00575,-0.00396,-0.00225,-0.01864,0.00605,0.00194,-0.00058,-0.01087,0.00083,-0.01676,0.00588,0.01507,0.00834,0.00558,-0.00380,0.00925,0.01376,-0.00238,-0.00097,-0.00632,-0.00635,-0.01010,-0.00769,0.00860,0.00513,-0.00230,-0.00054,-0.00372,-0.00118,0.00628,-0.00486,-0.00217,0.00909,-0.00569,-0.00359,-0.00189,0.00214,-0.00033,-0.00515,-0.00637,-0.01964,-0.02486,-0.03447,0.00065,0.03047,0.01942,0.00087,-0.00598,-0.02388,0.01205,-0.00059,-0.01437,0.01999,-0.00746,0.00417,0.00146,-0.00381,0.00805,0.00814,0.00112,-0.01299,-0.00005,-0.01347,-0.00342,-0.00291,-0.00032,-0.02025,-0.00208,0.01619,0.00025,0.01374,0.01654,0.00103,0.00952,0.00651,0.00347,-0.00014,-0.00563,-0.00135,0.01591,-0.00215,-0.00044,-0.00427,-0.00851,0.01410,0.01162,-0.00218,-0.00708,0.00779,-0.00273,-0.00220,0.01005,0.00124,-0.00048,-0.00086,-0.00154,-0.00825,-0.00003,-0.00104,-0.01062,-0.00964,0.01081,-0.00208,0.01067,0.00014,0.00474,-0.00187,-0.00086,-0.00012,-0.00065,-0.00055,0.00948,-0.00549,-0.00996,0.01104,-0.00786,-0.00632,-0.00690,-0.00289,-0.01774,0.00120,0.01105,0.01162,-0.00963,-0.00962,0.00209,0.00598,0.00834,-0.00013,0.00548,0.00455,-0.00581,-0.00569,-0.01378,-0.00043,-0.01048,-0.01680,-0.00891,-0.00275,0.00395,-0.01983,0.01078,-0.02225,0.00149,-0.01187,0.00553,0.02068,-0.01575,0.01318,-0.00703,0.01043,0.02133,0.00210,-0.01359,-0.00216,0.00239,-0.01670,-0.01306,-0.00674,0.00041:#0c3557:Manager -0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019:#c8c8c8:S&P_500
-12.4%
365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

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

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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.