Beckerman Inst. Profile Picture
Manager Disclosure Document

Beckerman Institutional

Investment Adviser

Investment portfolio

Beckerman Institutional Asset Allocation

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
2.12

365 days

Manager performance
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16.8%

365 days

Risk score

1% fee
$20,000 minimum


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

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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.