Dan Plettner Profile Picture
  • Education New York University; Miami University of Ohio
  • Qualifications MBA, BS
  • Industry Financial Services
  • Investment Experience Approximately 20 years
  • Watch Dan's Webinar where he …

Dan Plettner

Individual Investor

Secrets of a Top Performer
Covestor Investment Management Webinar Video watch the video

Investment portfolio

Dan Plettner Core

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.78

365 days

Manager performance
0.00581,0.00408,0.00296,-0.00056,0.00323,0.00706,-0.00846,0.00782,0.00705,0.00141,0.00409,0.00409,-0.00340,0.00196,-0.00157,0.00628,0.00175,-0.00067,0.00466,0.00164,0.00066,-0.00432,-0.00374,-0.00386,0.00464,-0.00594,0.00290,-0.00953,-0.00183,0.00010,-0.00922,0.00227,0.00991,-0.00008,-0.00678,-0.00849,0.01056,-0.00303,0.00503,0.00748,-0.01226,-0.02024,-0.00064,-0.01803,0.00811,0.01158,0.01001,0.00408,0.00300,-0.00111,-0.00349,0.00094,0.00376,0.00591,0.00014,0.01349,0.00116,0.00707,-0.00207,0.00134,0.00257,-0.00173,0.00101,0.00325,-0.00275,0.00072,-0.00008,-0.00281,-0.00098,-0.00147,0.00852,0.00090,-0.00122,-0.00304,-0.00464,0.00561,-0.00084,-0.00047,0.00029,-0.00042,-0.00898,-0.00471,-0.00861,0.00321,-0.00817,0.00810,0.00432,-0.00210,-0.01464,-0.00139,-0.00026,-0.00076,0.00147,0.00676,0.00369,0.00377,0.00854,0.00834,0.00038,-0.00343,0.00175,0.00596,0.00269,0.01227,-0.00100,-0.00878,-0.00279,0.00040,-0.00016,0.00401,0.00028,-0.00245,0.00692,-0.00105,-0.00241,0.00598,-0.00493,-0.00531,-0.00048,0.01337,0.00476,0.00319,-0.00230,0.00720,0.00906,0.00651,-0.00004,0.00575,-0.00390,0.00212,0.00190,-0.00031,0.00182,-0.00287,0.00003,-0.00110,0.00195,-0.00402,0.00322,-0.00673,-0.00036,-0.00043,-0.00370,0.00100,0.00425,0.00468,0.00044,-0.00400,-0.00476,-0.00592,0.00207,-0.00093,0.00099,0.00106,0.00192,-0.00460,-0.00204,-0.00380,-0.00354,0.00671,0.00175,-0.00089,-0.01198,-0.00365,0.00162,0.00807,-0.00130,0.00777,-0.00143,0.00768,0.01174,0.00488,0.00421,-0.00738,-0.00261,0.00222,-0.01155,0.00102,0.00106,0.00523,-0.00021,-0.00062,0.00457,-0.00542,0.00444,0.00754,0.00029,0.00014,0.00373,0.00034,-0.00655,-0.01687,-0.00936,0.00366,-0.00748,0.00538,0.01700,-0.01699,0.00660,-0.00210,0.00876,0.00864,0.00251,0.00778,0.00030,0.00431,0.00583,0.00282,-0.00602,0.00325,0.00070,0.00469,0.00001,0.00073,0.00424,0.00282,-0.00708,0.00922,0.00051,0.00435,-0.00156,-0.00099,-0.00422,-0.00046,-0.01092,-0.00164,0.00526,0.00618,-0.00566,-0.00085,0.00197,-0.00271,0.00467,-0.00139,-0.00015,0.00359,0.00729,0.00251,0.00151,-0.00145,-0.00495,-0.00679,0.00227,0.00598,-0.00646,-0.00636,0.00136,-0.00026,0.00730,0.00479,-0.00006,0.00463:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
15.9%

365 days

Risk score

1.5% fee
$30,000 minimum


Dan Plettner Long/Short Opportunistic

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.04

365 days

Manager performance
0.00503,0.00238,0.00509,0.00042,0.00285,0.00993,-0.00773,0.00450,0.00024,-0.00011,0.00565,0.00296,-0.00353,0.00009,-0.00043,0.00372,-0.00126,0.00048,0.00447,-0.00011,-0.00294,-0.00200,-0.00124,-0.00812,0.00172,-0.00585,-0.00093,-0.00738,0.00338,0.00059,-0.00760,0.00014,0.00165,0.00384,-0.01145,-0.00778,0.00124,-0.00247,0.00265,0.00654,-0.00954,-0.00965,0.00016,-0.00957,0.00374,-0.00063,0.00493,0.00080,0.00269,0.00592,0.00087,0.00043,-0.00386,0.00105,0.00767,0.01117,-0.00391,0.00265,0.00162,0.00051,0.00136,-0.00082,-0.00056,0.00364,0.00002,-0.00107,-0.00260,-0.00485,-0.00018,0.00110,0.00291,0.00108,-0.00492,-0.00184,-0.00411,0.00355,-0.00103,0.00048,0.00308,-0.00170,-0.00969,-0.00017,-0.00792,0.00139,-0.01175,0.00640,0.00279,-0.00352,-0.01384,-0.00031,-0.00061,0.00153,0.00280,0.00360,0.00370,0.00215,0.00859,0.00503,-0.00089,-0.00328,0.00373,0.00706,0.00364,0.01085,-0.00167,-0.00735,-0.00261,-0.00048,-0.00002,-0.00191,-0.00089,-0.00329,0.00696,0.00212,-0.00251,0.00870,-0.00759,-0.00521,-0.00058,0.01157,0.00571,0.00302,-0.00158,0.00501,0.00810,0.00318,-0.00040,0.00093,-0.00339,0.00287,-0.00066,-0.00242,0.00255,-0.00439,0.00322,0.00091,-0.00202,-0.00308,0.00216,-0.00792,-0.00020,-0.00094,-0.00600,0.00482,0.00432,0.00377,0.00141,-0.00263,-0.00695,0.00140,0.00014,-0.00328,0.00183,0.00378,0.00466,-0.00673,0.00037,-0.00065,-0.00260,0.00349,0.00110,-0.00188,-0.00139,-0.00414,-0.00016,-0.00024,-0.00122,0.00397,-0.00456,0.00307,0.00557,0.00354,-0.00116,-0.00553,0.00000,0.00405,-0.01027,0.00404,-0.00250,0.00463,0.00116,-0.00004,0.00659,-0.00335,0.00369,0.00614,0.00154,-0.00036,0.00366,-0.00206,-0.00557,-0.01292,-0.00708,0.00365,-0.00803,0.00686,0.00463,-0.01172,0.00700,-0.00149,0.00692,0.00568,-0.00004,0.00682,0.00045,0.00479,0.00334,0.00183,-0.00532,0.00170,-0.00014,0.00461,-0.00254,0.00136,0.00628,0.00633,-0.00639,0.00772,0.00212,0.00688,0.00143,-0.00093,-0.00152,0.00303,-0.00645,-0.00308,0.00548,0.00108,-0.00789,0.00083,0.00375,0.00485,0.00255,0.00060,0.00023,0.00653,0.00200,-0.00014,0.00596,-0.00362,-0.00021,-0.00269,0.00507,0.00388,-0.00455,-0.00013,0.00096,-0.00195,0.00239,0.00529,-0.00338,-0.00251:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
7.6%

365 days

Risk score

2% fee
$20,000 minimum


Dan Plettner Taxable Income

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  • Strategy
    Lower risk Multi-Asset
Sharpe ratio
1.69

365 days

Manager performance
0.00779,0.00143,0.00305,0.00007,0.00223,0.01033,-0.00627,0.00590,0.00395,-0.00053,0.00373,0.00346,-0.00216,0.00198,0.00027,0.00702,0.00288,-0.00045,0.00235,0.00174,0.00201,-0.00818,-0.00342,-0.00119,0.00199,-0.00610,0.00303,-0.00903,-0.00252,0.00085,-0.00976,0.00329,0.00809,0.00053,-0.00693,-0.00885,0.00809,-0.00120,0.00321,0.00618,-0.00951,-0.01541,-0.00113,-0.01875,0.01050,0.00944,0.00952,0.00340,0.00470,-0.00044,-0.00405,0.00295,0.00249,0.00772,0.00028,0.01032,-0.00082,0.00466,-0.00372,0.00131,0.00370,-0.00161,-0.00402,0.00254,-0.00133,-0.00124,0.00065,-0.00175,0.00141,0.00265,0.00671,0.00082,-0.00276,-0.00342,-0.00287,0.00250,-0.00289,0.00017,-0.00024,-0.00485,-0.01252,-0.00100,-0.01015,0.00714,-0.00820,0.00585,0.00462,-0.00118,-0.01455,0.00102,0.00209,0.00411,0.00103,0.00410,0.00350,0.00173,0.00543,0.00835,-0.00092,-0.00233,0.00273,0.00652,0.00280,0.01285,-0.00438,-0.00795,-0.00131,-0.00064,0.00080,0.00213,0.00038,-0.00383,0.01033,0.00047,-0.00308,0.00910,-0.00657,-0.00780,-0.00200,0.01298,0.00471,0.00206,-0.00405,0.00699,0.00817,0.00305,0.00126,0.00305,-0.00072,0.00162,0.00226,-0.00206,0.00130,-0.00449,0.00365,-0.00006,0.00168,-0.00177,0.00099,-0.00820,-0.00117,0.00020,-0.00211,0.00248,0.00515,0.00368,-0.00206,-0.00296,-0.00596,0.00368,0.00237,-0.00165,0.00035,0.00414,0.00426,-0.00530,-0.00182,-0.00274,-0.00494,0.00527,0.00112,0.00059,-0.00545,-0.00414,0.00155,-0.00127,-0.00078,0.00796,-0.00277,0.00455,0.00831,0.00509,0.00222,-0.00245,-0.00300,0.00669,-0.00580,0.00407,-0.00019,0.00549,0.00169,0.00207,0.00305,-0.00462,0.00093,0.01255,0.00071,0.00140,0.00411,-0.00103,-0.00376,-0.01336,-0.00709,0.00342,-0.00845,0.00724,-0.00155,-0.01315,0.00442,-0.00028,0.00691,0.01020,0.00403,0.00597,-0.00082,0.00412,0.00375,0.00511,-0.00719,0.00331,0.00202,0.00390,-0.00208,0.00220,0.00491,0.00421,-0.00637,0.00398,-0.00053,0.00424,-0.00214,-0.00171,-0.00070,0.00114,-0.01118,-0.00082,0.00768,0.00398,-0.00484,-0.00160,-0.00012,-0.00382,0.00294,-0.00411,-0.00135,0.00116,0.00725,0.00476,-0.00202,-0.00013,-0.00313,-0.00733,0.00138,0.00534,-0.00720,-0.00611,0.00199,0.00144,0.00800,0.00271,-0.00108,0.00333:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
14.0%

365 days

Risk score

1% fee
$50,000 minimum


Dan Plettner MLP Direct Ownership

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  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.24

365 days

Manager performance
0.00664,0.00682,-0.00880,-0.00973,0.00102,-0.00037,-0.01765,-0.00356,0.00011,0.00468,0.00146,0.01878,0.00349,0.00565,-0.00208,0.00119,0.00631,-0.00753,0.01044,0.00455,0.00644,0.00521,-0.00539,-0.00235,0.00300,-0.01276,-0.01447,-0.01502,-0.00215,-0.00266,-0.01031,0.01405,0.01277,-0.00379,-0.01316,-0.00142,0.00047,0.00905,0.00687,0.00267,-0.00262,-0.02378,0.00322,-0.01258,0.02405,0.01577,0.00930,-0.00161,0.01022,-0.02350,-0.01786,-0.00392,0.01206,0.00954,0.00723,0.00726,-0.00315,0.00508,-0.00829,0.00613,-0.00106,0.00829,0.00341,-0.00659,-0.00466,0.00216,0.00624,-0.00965,-0.00307,0.00270,0.01161,-0.00669,-0.00694,0.00940,-0.01070,-0.00672,0.00361,-0.00820,-0.00528,0.00749,-0.00043,-0.00110,-0.00873,0.01069,-0.00230,0.00733,0.00593,-0.00315,-0.00123,0.00419,-0.00696,-0.00650,-0.00287,-0.00208,0.00233,-0.00172,0.00796,0.00606,0.00650,-0.00075,-0.00580,-0.00338,-0.00592,0.01618,0.01425,-0.00727,-0.00148,0.00077,0.00318,0.00777,-0.00621,0.00313,0.00816,0.00076,-0.00659,0.00148,-0.00745,-0.00747,-0.00039,0.00560,0.00591,0.00732,-0.00358,0.01150,0.01186,0.00537,0.01212,0.00147,-0.00448,0.00607,-0.00060,-0.01094,0.00512,-0.00252,-0.00455,0.00718,0.00761,-0.00977,-0.00425,-0.01144,0.00409,-0.00320,0.00091,-0.00747,0.01316,0.01033,-0.00791,-0.01078,0.00516,0.00816,0.00648,-0.00075,-0.00161,-0.00169,0.00032,-0.00862,0.00018,-0.00324,-0.00679,0.00187,-0.00183,-0.00284,-0.00841,0.00252,0.00524,-0.00366,0.00065,0.00116,0.00905,0.00609,0.00793,0.00013,0.00140,0.00932,0.00490,0.00462,-0.01066,0.00012,-0.00065,0.00209,-0.00719,-0.00007,0.00264,-0.00499,0.00524,0.00233,0.00577,-0.00551,0.01182,0.00880,-0.00254,-0.00885,-0.00742,0.00937,-0.00302,0.00375,0.00405,-0.00970,-0.00427,0.00450,0.00716,0.01295,0.00195,0.00488,-0.00111,0.00372,0.00763,0.00619,-0.00824,-0.00510,-0.00005,0.00068,-0.00517,0.00921,-0.01058,-0.00606,0.00350,0.00393,0.00132,-0.00449,-0.00247,-0.00190,-0.00569,-0.00243,-0.00394,0.00737,0.00825,0.00189,-0.00687,0.00198,-0.00405,-0.00795,0.00247,-0.00055,0.00693,0.00336,-0.00009,0.00985,0.00023,0.00188,0.00022,-0.00942,0.01179,0.00419,-0.00788,0.01012,0.00259,0.00002,0.00904,0.00328,0.00547,0.00314:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
14.5%

365 days

Risk score

0.5% fee
$50,000 minimum


Dan Plettner Well-Intentioned Activism

See full details
  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
0.81

365 days

Manager performance
0.00378,0.00143,0.00283,0.00059,0.00262,0.00897,-0.00744,0.00490,0.00031,-0.00193,0.00582,0.00245,-0.00266,0.00110,-0.00307,0.00344,0.00090,-0.00260,0.00323,0.00596,0.00016,-0.00861,-0.00343,-0.00112,0.00354,-0.00629,-0.00205,-0.00767,-0.00300,0.00114,-0.01058,-0.00028,0.00448,0.00119,-0.01556,-0.00473,0.00514,0.00285,0.00284,-0.00057,-0.00707,-0.01904,0.00557,-0.01226,0.00980,0.00720,0.00773,0.00411,0.00441,-0.00267,-0.00057,-0.00466,-0.00415,-0.00032,-0.00267,0.01311,-0.00160,0.00395,-0.00137,0.00485,0.00070,0.00040,-0.00067,0.00436,-0.00195,0.00116,0.00034,-0.00485,0.00301,-0.00054,0.00448,-0.00367,0.00008,0.00089,-0.00505,0.01288,-0.00155,0.00435,0.00349,-0.00125,-0.00906,0.00119,-0.00857,0.00216,-0.01038,0.00568,0.00226,-0.00201,-0.01216,-0.00067,0.00312,-0.00050,0.00489,0.00268,0.00105,0.00473,0.00710,0.00338,-0.00091,-0.00493,0.00570,0.01251,0.00559,0.01326,-0.00326,-0.00605,-0.00573,-0.00204,0.00221,-0.00052,-0.00175,-0.00737,0.01078,-0.00212,-0.00196,0.00589,-0.00571,-0.00644,0.00288,0.01095,0.00499,-0.00105,0.00273,0.00611,0.01086,0.00212,0.00166,0.00212,-0.00122,0.00266,-0.00264,-0.00161,0.00021,-0.00396,-0.00094,-0.00148,-0.00193,-0.00283,0.00185,-0.00663,-0.00389,-0.00001,-0.00414,0.00088,0.00308,0.00191,-0.00038,0.00079,-0.00468,0.00053,-0.00300,-0.00338,0.00190,0.00564,0.00344,-0.00662,-0.00215,-0.00248,-0.00020,0.00168,0.00174,-0.00143,-0.00079,-0.00151,-0.00893,-0.00130,-0.00174,0.00617,-0.00190,0.00530,0.01151,0.00518,-0.00591,-0.00458,-0.00562,0.00640,-0.00658,-0.00022,-0.00345,0.01077,-0.00018,-0.00135,0.00574,-0.00048,0.00591,0.00383,0.00292,-0.00061,0.00204,-0.00141,0.00002,-0.00347,-0.00766,0.00288,-0.00473,0.01056,-0.00159,-0.00744,0.00599,0.00059,0.00206,0.00636,-0.00183,0.00215,0.00178,0.00596,0.00455,0.00440,-0.00337,0.00153,0.00217,0.00378,-0.00240,0.00290,0.00300,0.00203,-0.00650,0.00337,-0.00079,0.00289,-0.00290,-0.00120,0.00152,-0.00266,-0.00709,0.00045,0.00367,0.00123,-0.00031,-0.00403,0.00029,-0.00407,0.00097,-0.00422,-0.00085,0.00027,0.00405,0.00491,0.00081,-0.00392,-0.00048,-0.00359,0.00392,0.00229,-0.00641,-0.00433,0.00081,0.00031,0.00319,0.00130,0.00359,0.00321:#0c3557:Manager 0.01042,0.00013,0.00407,-0.00180,0.00721,0.00250,-0.00926,0.00949,0.01065,0.00191,0.00529,0.00457,-0.00322,0.00433,0.00014,0.01036,0.00543,-0.00496,0.01032,-0.00069,0.00175,-0.00816,-0.00278,-0.00053,0.00000,0.00636,-0.00689,0.00384,-0.01430,0.00604,-0.00547,-0.01354,0.00863,0.01285,-0.00028,-0.01015,-0.00813,0.01493,-0.00588,0.00758,0.00781,-0.01384,-0.02485,0.00267,-0.01215,0.00960,0.00980,0.00628,-0.00428,0.00553,-0.00032,0.00083,0.00000,0.01021,0.00555,0.00725,0.00022,0.01366,0.00309,0.00138,-0.00371,0.00289,0.00514,0.00164,0.00205,-0.00185,-0.00380,0.00257,0.00083,-0.00368,0.00041,0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409:#c8c8c8:S&P_500
6.3%

365 days

Risk score

1.5% fee
$50,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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 subscription minimum is the minimum subscription 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.