Everyday Capital Profile Picture

Everyday Capital

Individual Investor

The Everyday Portfolio, managed by Everyday Capital Strategies, is the result of over 10 years of technical investigation and volatility management research. The firm was founded by Joseph Ollis and does not currently manage any capital.

Everyday Capital is an LLC. owned solely by Joseph Ollis. In addition to this Covestor model, Everyday Capital provides a financial newsletter.

Investment process

The portfolio employs a simple technical timing strategy as well as a market momentum strategy to reduce volatility from a diversified portfolio of ETFs. During times of higher volatility the Portfolio will overweight less volatile assets such as short term bonds and during times of low volatility in the market the portfolio will overweight higher-beta assets such as emerging markets or commodities.

Company background

Everyday Capital Strategies, LLC was founded in 2011 with the sole purpose of providing investors with an alternative to the volatility associated with diversified buy and hold programs (aka passive investing).


Investment models

Model commentary

  1. Adding equities, as this bull move does not appear to be over

    9 February 2012

    Our portfolio is continued to be positioned about 60% in bonds and 40% in equities.

  2. Looking to increase our equities exposure 9 January 2012
  3. Adding a Malaysia ETF for the end of the year 15 December 2011
  4. Staying in bonds and gold amid this high volatility 17 November 2011

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Important Information

Important Information

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

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.