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

Investment portfolio

Dan Plettner Core

See full details
  • Strategy
    Yield
Sharpe ratio
1.37

365 days

Manager performance
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,-0.00006,0.00463,0.00141,0.00086,-0.00469,-0.00026,0.00254,0.00216,0.00125,0.00180,-0.00044,-0.00235,0.00202,-0.00242,0.00135,0.00584,0.00106,-0.00212,-0.00641,0.00480,0.00219,-0.00148,0.00365,0.00281,0.00351,0.00213,0.00327,0.00287,-0.00092,0.00259,-0.00176,-0.00176,0.00534,0.00410,0.00094,0.00199,-0.00137,-0.00422,0.00041,-0.00085,0.00334,0.00399,0.00079,0.00045,0.00228,-0.00234,0.00155,0.00028,0.00366,0.00182,0.00414,-0.00028,0.00321,-0.00138,-0.00475,0.00198,-0.00512,0.00049,0.00241,-0.00225,0.00339,-0.00677,0.00434,-0.00207,0.00471,0.00276,0.00117,-0.00329,-0.00269,-0.00125,-0.00369,-0.01402,-0.00663,0.00034,-0.00705,-0.00079,-0.00295,0.00639,0.00545,-0.00144,0.00342,0.00356,0.00062,0.00561,0.00525,0.00077,0.00213,-0.00126,0.00244,0.00229,0.00286,-0.00191,0.00093,-0.00078,0.00322,-0.00162,0.00297,-0.00348,-0.00298,-0.00023,-0.00388,-0.00451,-0.00259,0.00218,-0.00095,0.00291,-0.00210,-0.01085,-0.00046,-0.00062,-0.01012,0.00752,-0.00407,-0.00120,-0.00389,-0.00486,0.00456,0.00009,-0.00710,0.00598,-0.01337,-0.01354,-0.01070,-0.00166,-0.00394,0.01078,0.01179,0.00834,0.01661,-0.00198,0.00907,0.00221,-0.00518,0.00979,-0.00087,0.00208,0.00948,-0.00125,-0.00374,0.00289,0.00060,0.00112,0.00067,0.00172,-0.00087,-0.00082,0.00192,-0.00188,0.00396,0.00039,-0.00796,0.00642,0.00155,0.00008,0.00350:#0c3557:Manager 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,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
11.1%

365 days

Risk score

1.5% fee
$30,000 minimum


Dan Plettner Long/Short Opportunistic

See full details
  • Strategy
    ETF rotation
Sharpe ratio
1.89

365 days

Manager performance
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,-0.00251,0.00118,0.00233,-0.00246,-0.00078,0.00023,0.00059,0.00030,0.00268,-0.00204,-0.00044,-0.00157,-0.00005,0.00339,0.00554,0.00280,-0.00269,-0.00175,0.00594,-0.00047,-0.00265,0.00288,0.00088,-0.00019,0.00143,0.00621,0.00301,0.00248,0.00160,0.00182,-0.00079,0.00235,0.00022,0.00322,0.00148,-0.00184,-0.00125,-0.00074,0.00045,-0.00021,0.00343,-0.00206,-0.00221,-0.00076,-0.00258,0.00422,-0.00047,0.00137,0.00087,0.00555,0.00133,-0.00106,-0.00076,-0.00521,0.00017,-0.00359,0.00216,0.00110,0.00077,0.00273,-0.00496,0.00290,0.00044,0.00020,0.00132,0.00256,-0.00231,0.00030,-0.00225,0.00069,-0.00636,-0.00007,0.00040,-0.00616,-0.00002,-0.00267,0.00384,0.00502,0.00109,0.00071,0.00180,-0.00114,0.00460,0.00274,0.00020,0.00195,-0.00122,0.00200,0.00127,0.00346,-0.00032,0.00243,0.00108,0.00292,0.00038,0.00369,-0.00281,-0.00032,0.00182,0.00001,0.00051,-0.00584,0.00078,0.00017,0.00342,-0.00281,-0.00765,-0.00566,0.00302,-0.00615,0.00342,-0.00407,-0.00037,-0.00243,-0.00274,0.00293,0.00353,-0.00406,0.00215,-0.00816,-0.01174,-0.00852,0.00029,-0.00593,0.00269,0.00830,0.01014,0.01243,0.00264,0.00286,-0.00030,-0.00625,0.00654,-0.01255,0.00012,0.01090,0.00181,-0.00375,0.00266,0.01132,0.00013,-0.00380,0.00456,0.00103,-0.00085,-0.00237,-0.00176,-0.00288,0.00132,0.00190,0.00345,0.00045,0.00155,0.00264:#0c3557:Manager 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,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
12.2%

365 days

Risk score

2% fee
$20,000 minimum


Dan Plettner Taxable Income

See full details
  • Strategy
    Yield
Sharpe ratio
1.05

365 days

Manager performance
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,-0.00023,0.00131,-0.00340,-0.00238,0.00154,0.00672,0.00141,0.00170,0.00138,-0.00234,0.00089,-0.00351,-0.00005,0.00606,0.00136,-0.00101,-0.00432,0.00315,0.00357,-0.00370,0.00020,0.00041,0.00290,0.00355,0.00048,0.00362,0.00278,-0.00018,-0.00134,-0.00042,0.00374,-0.00112,-0.00135,0.00253,-0.00398,-0.00234,0.00310,0.00080,0.00133,0.00486,0.00043,-0.00148,-0.00079,-0.00099,0.00280,0.00321,0.00445,0.00247,0.00743,-0.00335,0.00039,-0.00207,-0.00326,0.00184,-0.00250,0.00459,0.00218,-0.00240,0.00274,-0.00749,0.00502,-0.00219,0.00471,0.00026,0.00157,-0.00296,-0.00062,-0.00118,-0.00469,-0.01415,-0.00582,-0.00088,-0.00577,0.00093,-0.00137,0.00779,0.00683,-0.00191,0.00398,0.00293,0.00199,0.00392,0.00429,-0.00160,0.00257,-0.00065,0.00211,0.00127,0.00243,-0.00111,0.00227,-0.00060,0.00132,-0.00272,0.00055,-0.00439,-0.00333,-0.00196,-0.00391,-0.00606,-0.00301,0.00063,-0.00168,0.00259,-0.00421,-0.00907,-0.00214,0.00197,-0.00899,0.00020,-0.00352,0.00293,-0.00162,-0.00397,0.00426,0.00198,-0.00325,0.00779,-0.00990,-0.01503,-0.01410,-0.00148,-0.00887,0.01053,0.01122,0.00510,0.01484,-0.00143,0.00600,0.00315,-0.00234,0.00660,-0.00156,0.00225,0.00962,0.00107,-0.00358,0.00231,-0.00099,-0.00110,-0.00159,0.00460,-0.00204,-0.00227,0.00073,-0.00378,0.00215,-0.00309,0.00194,0.00324,0.00039,0.00155,0.00216:#0c3557:Manager 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,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
7.7%

365 days

Risk score

1% fee
$50,000 minimum


Dan Plettner MLP Direct Ownership

See full details
  • Strategy
    Yield
Sharpe ratio
0.93

365 days

Manager performance
-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,-0.00210,-0.00530,-0.00631,0.00492,0.00766,-0.00754,0.00107,0.00184,0.00742,-0.00196,0.00757,-0.01147,0.00172,0.00689,0.00139,0.00878,0.00466,0.00265,0.00054,0.00393,0.00212,0.00352,-0.00456,0.00275,0.00124,0.00410,0.00469,0.00330,0.00115,0.00500,-0.00011,0.00721,0.00041,-0.00086,-0.00156,-0.00121,0.00445,0.00643,-0.00015,-0.00298,0.00422,-0.00004,0.01076,-0.00169,0.00653,-0.00061,0.00382,0.00380,0.00512,-0.00436,-0.00673,-0.00751,-0.00022,0.00998,-0.00588,0.00036,-0.00103,0.00220,0.01004,-0.00338,0.00295,0.00476,0.00691,0.00238,-0.00614,-0.00167,-0.00111,-0.00494,-0.01403,-0.01977,-0.01165,0.02096,-0.01948,-0.00674,0.00474,0.01073,0.02269,-0.00810,0.00709,0.00729,0.00382,0.00345,0.00476,0.00705,-0.00002,-0.00535,0.00696,0.00134,0.00344,0.00059,0.00648,-0.00563,-0.00100,-0.00902,0.00557,-0.00160,0.00330,-0.00224,-0.00029,-0.01369,-0.00275,0.01167,0.00294,0.00353,0.00789,-0.01571,-0.00979,0.00083,-0.01171,0.00893,0.00679,0.00025,-0.01671,0.00035,-0.00588,-0.00646,-0.01475,-0.00654,-0.03020,-0.02199,-0.03918,-0.01578,0.03701,0.04448,-0.00255,0.01488,0.01511,-0.01831,0.01692,-0.00227,-0.01460,0.00577,0.00480,-0.01619,0.00477,0.00731,-0.02181,0.00794,-0.00557,0.01658,-0.00259,-0.00207,0.00174,-0.01382,0.01895,0.00238,0.01065,0.00752,0.01388,0.00145,-0.01396,-0.00467,0.00435:#0c3557:Manager 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,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
13.0%

365 days

Risk score

0.5% fee
$50,000 minimum


Dan Plettner Well-Intentioned Activism

See full details
  • Strategy
    Yield
Sharpe ratio
1.21

365 days

Manager performance
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,-0.00142,0.00176,-0.00640,-0.00176,0.00062,0.00107,0.00046,0.00953,0.00086,-0.00365,0.00110,-0.00005,-0.00181,0.00341,0.00096,-0.00010,-0.00166,0.00120,0.00447,-0.00227,0.00124,0.00159,0.00003,0.00208,0.00185,0.00098,-0.00149,-0.00216,-0.00067,-0.00087,0.00248,0.00296,-0.00277,-0.00136,-0.00452,0.00071,0.00074,-0.00011,-0.00220,0.00310,0.00305,-0.00036,0.00109,-0.00074,0.00221,0.00199,0.00590,0.00216,0.00833,-0.00309,-0.00234,-0.00056,-0.00389,-0.00025,-0.00240,0.00257,0.00265,-0.00082,0.00222,-0.00444,0.00314,0.00293,0.00301,0.00116,0.00073,-0.00203,0.00033,0.00013,0.00192,-0.01145,-0.00385,-0.00030,-0.00428,-0.00023,-0.00143,0.00971,0.00347,-0.00140,0.00291,0.00370,0.00244,0.00604,0.00092,0.00040,0.00062,-0.00265,0.00087,0.00299,0.00017,0.00175,0.00236,0.00052,0.00074,-0.00076,0.00374,0.00017,-0.00135,-0.00318,-0.00909,-0.00005,-0.00561,-0.00003,-0.00090,0.00007,0.00192,-0.00786,-0.00040,0.00001,-0.00621,0.00032,0.00170,-0.00295,0.00450,0.00192,0.00575,0.00171,0.00108,0.00502,-0.00374,-0.00874,-0.00893,-0.00513,-0.00602,0.00322,0.00745,0.00822,0.01126,0.00100,0.00087,0.00247,-0.00100,0.00613,-0.03060,0.00111,0.00744,0.00162,-0.00179,-0.00159,0.02795,-0.00052,-0.00471,0.00499,-0.00219,-0.00098,0.00441,-0.00289,0.00079,-0.00382,0.00151,0.00134,0.00013,0.00175,0.00140:#0c3557:Manager 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,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000:#c8c8c8:S&P_500
8.8%

365 days

Risk score

1.5% fee
$50,000 minimum


Portfolio commentary

  1. Investing lessons from the NFL

    5 November 2014

    Like NFL fans, investors can overreact to the market scoreboard.

  2. Focusing on income and managing risk 13 August 2014
  3. Diversification is a must in this market 9 June 2014
  4. KIPO: Finding my highest conviction idea off the beaten path 9 April 2014
  5. Anatomy of two short positions in a bull market 21 March 2014

show more

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.