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: 1.28
12.8%

Best 30 days

-11.5%

Worst 30 days

Performance

  • -4.8%
    30 day
  • -6.1%
    90 day
  • 4.3%
    365 day
    November 23, 2012
Monthly vs S&P500
Darren McCammon - Fifty Plus Monthly vs S&P500
-6.4% 12 months
  • $20,000 investment min
  • Margin account required
  • 1% fee

Replicability

96.6%
3.4%
  • Replicable
  • Non-replicable

Top 5 securities View all

8.8%
8.2%
7.8%
7.5%
7.0%

Portfolio commentary

  1. Amid the energy selloff the ultimate oil tanker play

    23 October 2014

    Capital Product Partners is a bargain at current trading levels.

  2. Retirement investing: Is an IRA or 401(k) right for you? 1 October 2014
  3. This top retirement destination offers an investing lesson 29 August 2014
  4. Retirement investing: How to take control 30 May 2014
  5. Will retiring Baby Boomers derail the economy? 16 May 2014

show more


Performance detail

  • Manager (net of fees)
  • Dow Jones Aggressive

Performance

Covestor inception November 23, 2012

as of October 22, 2014 Manager (net of fees) Dow Jones Aggressive S&P 500
Past 30 days -4.8% -4.6% -3.2%
Past 90 days -6.1% -5.0% -2.6%
Past 365 days 4.3% 4.9% 12.1%
Since Covestor inception (Annualized) 14.3% 16.5% 20.3%
2014 (YTD) 0.4% 1.9% 6.0%
2013 27.4% 27.0% 32.4%

Risk metrics

Last 365 days

as of October 22, 2014 Manager (net of fees) Dow Jones Aggressive S&P 500
Best 30 days 6.3% 8.0% 7.9%
Worst 30 days -11.5% -7.3% -6.7%
Volatility 11.1% 9.3% 10.9%
Sharpe Ratio 0.39 0.53 1.11
Sortino Ratio 0.58 0.68 1.45
Maximum Drawdown -13.7% -8.8% -7.3%
Value-at-risk (95%, 1 week) -2.6% -2.2% -2.5%
vs. Dow Jones Aggressive vs. S&P 500
Information Ratio - 0.08 - 0.95
Alpha 0.8% -4.1%
Beta 0.88 0.74
R-Squared 0.54 0.52
  • $20,000 investment min
  • Margin account required
  • 1% fee

Latest transactions View all

Average trades per month 5.7
Executed Symbol Security Replicable Type Price
10/21/14 ITB iShares U.S. Home Construction ETF Yes Buy to cover $23.62
10/20/14 MCC Medley Capital Corp Yes Sell $11.49
10/20/14 SRV Cushing MLP Total Return Fund/The Yes Sell short $8.35
10/14/14 LINE Linn Energy LLC Yes Buy $23.87
10/14/14 CPLP Capital Product Partners LP Yes Buy $7.74
10/10/14 HTGC Hercules Technology Growth Capital Inc Yes Buy $14.06
10/10/14 PNNT PennantPark Investment Corp Yes Buy $10.61
10/09/14 NCT Newcastle Investment Corp Yes Sell $12.58

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.