Fletcher Wealth Profile Picture
  • Education East Tenessee State University
  • Qualifications MBA
  • Job Title Financial Planner
  • Company Name Fletcher Wealth Management
  • Company website and blog.
Manager Disclosure Document

Fletcher Wealth Management

Investment Adviser

Investment portfolio

Fletcher Wealth Management REITs

See full details
  • Strategy
    Yield
Sharpe ratio
0.80

365 days

Manager performance
0.00273,0.01980,-0.00659,-0.00515,-0.00461,-0.00879,0.00290,0.00173,-0.02033,0.00223,-0.01611,-0.01357,-0.00119,-0.00439,0.00828,0.00538,0.00299,-0.00562,-0.00820,-0.01046,0.00894,-0.00331,-0.00736,-0.00397,0.01103,-0.01185,-0.00884,-0.00509,-0.00353,0.00097,0.00626,0.00837,-0.00043,-0.02245,-0.00633,0.00696,0.00780,0.00637,0.02184,-0.01769,0.00920,0.00121,0.00178,0.00077,-0.00150,0.00456,-0.00521,-0.00228,0.00121,0.00709,0.00403,-0.00532,-0.00292,0.01816,-0.00734,0.00624,0.00493,0.00322,-0.00522,0.00963,0.00331,-0.00228,-0.01108,-0.00421,0.01112,-0.00742,0.01049,-0.00157,-0.02114,0.00642,-0.00553,0.00394,0.00782,0.00899,0.00012,-0.00222,0.00570,0.00130,0.00659,0.00199,-0.00227,0.00169,0.00332,-0.00424,0.00490,0.00166,0.00433,0.00022,0.01254,-0.00162,-0.00767,-0.01640,-0.00382,0.00813,0.00166,-0.00549,0.00500,-0.00038,0.00395,-0.01813,0.00027,0.01037,-0.00549,0.00710,-0.00995,0.00482,0.01039,0.00474,0.00201,0.00006,-0.00012,0.00390,0.00408,0.00667,-0.00251,-0.00783,-0.00430,0.00450,0.01387,0.00345,-0.00601,0.00580,0.00173,-0.00332,0.00449,-0.00021,0.01124,-0.00205,0.00237,0.00538,-0.00036,0.00396,-0.00315,0.01263,0.00004,-0.00341,-0.00066,-0.00289,0.00255,-0.00146,0.00720,-0.00593,-0.00100,-0.00155,-0.00284,0.00967,0.00462,-0.00636,0.00409,0.00307,-0.00081,-0.00061,-0.00188,0.01590,-0.00234,-0.00977,-0.00518,-0.00038,-0.00130,0.00148,-0.00499,-0.00008,0.00374,0.00783,0.00478,-0.00285,0.00232,-0.00220,-0.00095,0.00549,0.00328,0.00018,-0.00245,-0.00240,0.00415,0.00233,-0.00114,0.00197,-0.00071,0.00295,0.00000,0.00308,-0.00570,0.01061,-0.00327,0.00298,-0.00070,-0.00216,-0.00475,0.00395,-0.00764,-0.00227,-0.01154,-0.00131,0.00414,-0.00875,0.00181,-0.00112,0.00715,0.00191,-0.00052,0.01280,0.00492,-0.00127,0.01164,0.00272,0.00383,0.00155,-0.00521,-0.00046,0.00154,0.00145,-0.00064,0.00245,-0.00315,0.00092,-0.00075,0.00941,-0.00461,-0.00630,-0.01167,0.00259,-0.02751,-0.00328,0.00649,-0.00153,-0.01006,-0.00037,-0.00938,-0.00972,0.00218,-0.00211,0.00976,-0.00278,-0.00765,0.00149,-0.00028,0.00462,0.00190,-0.00465,0.01941,-0.00063,0.00603,0.00221,0.01149,-0.00375,0.00389,0.00062,0.01437,0.00772,-0.00347,0.00894:#0c3557:Manager 0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-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:#c8c8c8:S&P_500
9.0%

365 days

Risk score

1.5% fee
$10,000 minimum


Fletcher Wealth Management Texas-Based

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.37

365 days

Manager performance
0.01900,0.00631,-0.00558,0.00651,-0.01634,-0.00236,0.00255,0.01063,-0.00313,-0.00356,-0.00691,0.01186,-0.00173,-0.00523,0.00482,0.00697,0.00548,-0.00412,-0.00238,0.00464,0.01675,0.00698,-0.00094,0.00138,-0.00007,-0.00364,-0.00476,-0.00690,-0.00904,-0.00717,0.01027,0.01275,-0.00616,-0.01637,0.00460,-0.00055,-0.00232,-0.00405,0.00578,0.00163,0.00699,0.01135,0.00068,0.00228,0.00070,0.00095,-0.00154,-0.00975,0.00400,-0.00959,0.00684,0.00431,0.00737,0.01344,-0.01066,0.01764,-0.00028,0.00087,-0.00599,0.01009,0.00774,-0.00912,-0.02022,-0.01701,0.01615,-0.01460,0.01471,-0.00199,-0.01973,0.00380,-0.00818,0.01156,0.02005,-0.00225,0.00955,-0.00069,0.01194,0.00032,0.00585,-0.00647,0.01041,0.00089,0.00273,-0.00323,0.00070,0.00554,-0.00430,-0.00304,0.01614,-0.00096,0.00250,-0.00292,-0.00081,-0.00131,0.00203,-0.00888,0.00589,0.00340,0.00515,-0.00871,0.00422,-0.00757,-0.00204,0.00912,-0.00615,0.00107,0.00245,0.00615,0.01155,0.00530,-0.00226,-0.00919,-0.01204,0.00645,0.01557,-0.02189,-0.00862,0.00467,0.00577,0.01084,0.00871,0.00914,0.00399,-0.00500,-0.00306,-0.01155,-0.00224,0.00405,0.00144,0.00274,0.00247,0.00491,-0.00559,0.01209,-0.00676,0.00252,0.01428,-0.00533,-0.00281,-0.00517,0.00413,0.00237,-0.00913,0.00239,0.00233,0.00586,0.00417,0.00404,0.00197,-0.00251,0.00121,-0.00017,0.00518,0.01064,0.01069,0.00733,0.00052,-0.00916,-0.00742,0.00128,0.00295,0.00597,0.00316,0.00273,0.00621,-0.00230,-0.00714,0.01699,-0.00109,0.00156,-0.00065,0.00761,-0.00231,0.00261,-0.01632,-0.01059,0.01281,-0.00415,0.00028,0.00341,-0.00475,0.00625,-0.01747,0.01180,0.00192,0.01268,0.00875,-0.00400,-0.00006,-0.00497,-0.00381,-0.00676,-0.02428,-0.00264,0.01036,-0.00957,0.00980,0.00021,0.00445,0.01002,-0.00622,0.00833,0.00775,0.00544,0.00731,0.00215,0.00400,-0.00155,-0.00089,0.01054,0.00507,0.00419,0.00016,-0.00139,0.00413,0.00523,-0.00569,0.00656,0.00105,-0.00557,0.00669,0.00215,-0.01066,-0.00329,0.01150,0.00165,0.00823,-0.00410,-0.01720,-0.00953,0.02004,-0.01853,0.01206,0.00477,-0.00380,-0.02110,-0.00885,0.00556,-0.00921,-0.01884,0.00570,-0.03484,-0.01740,-0.04372,0.01224,0.02181,0.03003,0.00506,0.01861,0.03009,-0.01215,0.00094:#0c3557:Manager 0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-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:#c8c8c8:S&P_500
20.7%

365 days

Risk score

1.5% fee
$20,000 minimum


Fletcher Wealth Management Oil and Gas MLPs

See full details
  • Strategy
    Yield
Sharpe ratio
1.45

365 days

Manager performance
0.00814,0.00125,-0.01175,0.00146,-0.00190,-0.00969,0.00052,-0.00045,-0.00396,-0.00044,-0.00573,0.00203,-0.00470,0.00854,0.00071,0.01573,0.00418,0.00042,-0.00813,0.00902,0.01720,0.00519,0.00356,-0.00512,0.00313,0.00228,-0.01505,-0.00457,-0.01504,-0.00956,0.00721,-0.00251,0.00122,-0.00917,0.00045,0.00498,0.00275,-0.00410,-0.00135,0.00566,0.01154,0.01176,0.00249,0.00417,0.00616,0.00387,0.00267,-0.00869,-0.00423,-0.00382,-0.00145,-0.00871,0.00607,-0.00264,-0.00317,0.00544,0.00063,0.00331,-0.00812,0.00932,0.00839,-0.00235,-0.00721,-0.00726,0.00318,-0.00833,0.00553,0.00759,-0.00735,-0.00887,-0.00059,0.00607,0.01317,-0.02988,0.00206,0.00922,0.00343,0.00360,0.00008,-0.00761,-0.00632,0.00103,-0.00393,-0.00005,0.01036,-0.00193,-0.00265,0.00833,0.00173,0.00500,0.00182,-0.00351,-0.00742,0.00359,-0.00072,-0.00364,0.01425,0.00257,0.00600,-0.00794,0.00086,-0.00168,-0.00390,0.00555,0.00218,-0.00101,0.00815,0.00254,0.01344,0.00368,0.00146,-0.00247,-0.00983,0.00633,0.01301,-0.00866,0.00894,-0.00044,0.00125,0.00440,0.00525,0.00883,0.00098,-0.00281,-0.00172,-0.00694,0.00169,0.00601,-0.00567,0.00228,-0.00026,0.00865,-0.00276,0.01576,-0.01353,-0.00093,0.00817,-0.00031,0.00562,0.00336,0.00471,-0.00450,0.00484,0.00408,0.00667,-0.00127,-0.00492,0.00125,-0.00054,0.00452,0.00521,-0.00421,0.00603,0.00850,0.00591,-0.00071,-0.00329,-0.00524,-0.00220,-0.00139,0.01426,-0.00179,-0.00810,0.00475,-0.00277,0.01168,0.00207,0.01816,0.00220,0.00618,0.00257,0.00395,-0.00096,-0.00644,-0.00830,-0.00777,0.01213,-0.00372,0.00503,-0.00257,0.00485,0.00519,-0.00201,-0.00010,0.00177,0.00716,0.00111,0.00316,0.00290,-0.00243,-0.01169,-0.01413,-0.02223,-0.00431,0.01435,-0.01491,0.00041,0.00610,0.00431,0.03868,-0.00783,0.00838,0.01253,0.00836,-0.00342,0.00605,0.00382,-0.00012,-0.00398,0.00630,0.00474,0.00557,0.00224,0.00251,-0.00222,0.00428,-0.00632,0.00638,-0.00025,0.00265,0.00184,-0.00335,-0.01866,-0.00579,0.01057,0.00172,0.00739,0.01894,-0.01568,-0.00946,0.00412,-0.01145,0.01555,0.01069,0.00388,-0.00849,-0.00209,-0.00204,-0.00828,-0.00890,-0.00374,-0.03073,-0.01859,-0.05137,-0.00867,0.04628,0.04840,-0.00190,0.01307,0.01532,-0.00942,0.00661:#0c3557:Manager 0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-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:#c8c8c8:S&P_500
22.1%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. In the luxury property market, bidding wars are for suckers

    26 August 2014

    With the current real estate inventory, can high-end home buyers probably afford to shop around and wait for a good deal?

  2. Hedging the dollar with these core holdings 16 November 2011
  3. Oil and Gas MLPs remain a safe haven 14 November 2011
  4. Maintaining stability in my Dividends and Yield portfolio 11 November 2011
  5. Staying patient on Oil & Gas MLPs 19 October 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.