Everyday Capital Profile Picture

Everyday Capital

Individual Investor

Investment portfolio

Everyday Capital Everyday Portfolio

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
1.33

365 days

Manager performance
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8.4%

365 days

Risk score

0.5% fee
$10,000 minimum


Portfolio 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

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.