Darren McCammon Profile Picture Individual Investor

Fifty Plus

The Fifty Plus portfolio is designed for income-seeking retirees, individuals approaching retirement, or for those who want to supplement an existing low-volatility portfolio. It invests in income-producing stocks, real estate investment trusts (REITs), preferred stocks, master limited partnerships (MLPs), closed-end funds and bond exchange traded funds (ETFs).  My personal investment goal is to invest in industries and sectors that I believe will benefit from current macroeconomic conditions.

Risk score

Risk Score 4
4
Leverage: 1.18
12.8%

Best 30 days

-8.9%

Worst 30 days

Performance

  • 0.6%
    30 day
  • 3.0%
    90 day
  • 22.0%
    365 day
    November 23, 2012
Monthly vs S&P500
Darren McCammon - Fifty Plus Monthly vs S&P500
-1.6% 12 months
  • $20,000 investment min
  • Margin account required
  • 1% fee

Replicability

96.5%
3.5%
  • Replicable
  • Non-replicable

Top 5 Holdings View all

23.7%
8.1%
7.4%
-7.2%
5.9%

Portfolio commentary

  1. Retirement investing: How to take control

    30 May 2014

    Retirement investing doesn’t have to be scary.

  2. Will retiring Baby Boomers derail the economy? 16 May 2014
  3. IRAs, 401(k)s and more: The alphabet soup of retirement investing 14 April 2014
  4. Why Arlington Asset is misunderstood by investors 22 January 2014
  5. In praise of dividends 18 December 2013

show more


Performance detail

  • Manager (net of fees)
  • Dow Jones Aggressive

Performance

Covestor inception November 23, 2012

as of August 28, 2014 Manager (net of fees) Dow Jones Aggressive S&P 500
Past 30 days 0.6% 1.3% 1.6%
Past 90 days 3.0% 3.9% 4.3%
Past 365 days 22.0% 21.6% 24.7%
Since Covestor inception (Annualized) 19.8% 21.9% 24.5%
2014 (YTD) 6.8% 7.7% 9.5%
2013 27.4% 27.0% 32.4%

Risk metrics

Last 365 days

as of August 28, 2014 Manager (net of fees) Dow Jones Aggressive S&P 500
Best 30 days 6.3% 8.0% 7.9%
Worst 30 days -3.1% -4.4% -4.8%
Volatility 9.9% 9.0% 10.2%
Sharpe Ratio 2.22 2.40 2.41
Sortino Ratio 3.30 3.28 3.28
Maximum Drawdown -5.0% -5.6% -5.7%
Value-at-risk (95%, 1 week) -2.3% -2.1% -2.4%
vs. Dow Jones Aggressive vs. S&P 500
Information Ratio 0.07 - 0.39
Alpha 3.8% 3.7%
Beta 0.87 0.74
R-Squared 0.63 0.58
  • $20,000 investment min
  • Margin account required
  • 1% fee

Latest transactions View all

Average trades per month 5.1
Executed Symbol Security Replicable Type Price
08/26/14 PSEC Prospect Capital Corp Yes Sell $10.57
08/19/14 FULL Full Circle Capital Corp Yes Sell $7.32
08/15/14 FSIC FS Investment Corp Yes Buy $10.29
08/15/14 STON Stonemor Partners LP Yes Buy $24.58
08/15/14 STON Stonemor Partners LP Yes Buy $24.58
08/12/14 TSLA Tesla Motors Inc Yes Sell short $260.09
08/05/14 ARCC Ares Capital Corp Yes Buy $16.53
07/28/14 DCIX Diana Containerships Inc Yes Sell $2.46

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 average, time-weighted 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.