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Core Growth

The Covestor Core Growth Portfolio is is an all-ETF portfolio constructed by Covestor’s Investment Management Team that targets the risk profile of the Dow Jones Moderately Aggressive Index. It is designed for a long-term investor seeking potential for capital appreciation, and who wants to avoid management fees that drag on returns.

Risk score

Risk Score 3

Best 30 days


Worst 30 days


  • 0.3%
    30 day
  • 2.2%
    90 day
  • 5.9%
    365 day
    March 04, 2014
Monthly vs S&P500
Covestor - Core Growth Monthly vs S&P500
-6.8% 12 months

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $10,000 investment min
  • Margin account required
  • NO FEE


  • Equity Fund
  • Debt Fund
  • Commodity Fund

Top 5 securities View all


Portfolio commentary

  1. Why passive funds are royalty with investors

    6 May 2015

    Capital inflows into US passive funds trump active funds by a wide margin.

  2. ETF strategy: How to play China 5 May 2015
  3. Core-satellite portfolio strategies for volatile times 27 April 2015
  4. All you need to know about fees in 1 chart 9 April 2015
  5. What to remember in a wild and volatile stock market 28 October 2014

show more

Performance detail

  • Manager (net of fees)
  • Dow Jones Moderately Aggressive


Covestor inception March 04, 2014

as of May 22, 2015 Manager (net of fees) Dow Jones Moderately Aggressive S&P 500
Past 30 days 0.3% 0.4% 1.1%
Past 90 days 2.2% 2.2% 1.3%
Past 365 days 5.9% 8.9% 14.6%
Since Covestor inception (Annualized) 7.2% 7.7% 13.2%
2015 (YTD) 5.7% 5.4% 4.1%

Risk metrics

Last 365 days

as of May 22, 2015 Manager (net of fees) Dow Jones Moderately Aggressive S&P 500
Best 30 days 5.3% 5.9% 9.7%
Worst 30 days -6.0% -5.6% -6.7%
Volatility 9.6% 7.8% 11.7%
Sharpe Ratio 0.61 1.14 1.25
Sortino Ratio 0.93 1.47 1.81
Maximum Drawdown -7.6% -6.9% -7.3%
Value-at-risk (95%, 1 week) -2.2% -1.8% -2.7%
vs. Dow Jones Moderately Aggressive vs. S&P 500
Information Ratio - 0.60 - 1.78
Alpha -2.8% -4.6%
Beta 1.05 0.75
R-Squared 0.72 0.83

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $10,000 investment min
  • Margin account required
  • NO FEE

Latest transactions View all

Average trades per month 0.6
Executed Symbol Security Replicable Type Price
04/23/15 VNQ Vanguard REIT ETF Yes Buy $82.19
04/23/15 VWO Vanguard FTSE Emerging Markets ETF Yes Sell $44.17
04/23/15 DJP iPath Bloomberg Commodity Index Total Return ETN Yes Buy $28.89
01/22/15 DJP iPath Bloomberg Commodity Index Total Return ETN Yes Buy $28.89
01/22/15 AGG iShares Core U.S. Aggregate Bond ETF Yes Buy $111.40
01/22/15 VNQ Vanguard REIT ETF Yes Sell $87.54
01/22/15 VEA Vanguard FTSE Developed Markets ETF Yes Buy $38.28
01/22/15 VTI Vanguard Total Stock Market ETF Yes Sell $105.24

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. 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.