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

Fletcher Wealth Management

Investment Adviser

Investment portfolio

Strategy
Yield

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-1.09 365 days
Manager performance
Manager perf
-0.00269,0.00774,-0.00058,-0.00288,0.01119,-0.01762,0.01233,0.00860,-0.02156,0.00512,-0.00796,0.00377,0.00547,-0.00248,-0.01025,0.00282,-0.03401,0.00769,-0.00417,0.00066,0.01604,-0.00657,0.00878,-0.00025,0.02008,-0.00132,0.02656,-0.00159,-0.00894,-0.01740,-0.00736,0.00251,0.01333,-0.00925,0.00032,0.00570,0.00990,-0.01506,-0.00026,-0.01863,0.00143,-0.00332,0.00276,-0.00230,0.00341,-0.00609,0.00089,-0.00184,-0.00175,0.00293,0.00089,-0.00275,-0.00074,-0.01959,-0.01561,0.00449,0.00045,-0.01901,-0.00302,0.01307,0.01399,-0.01580,0.00129,-0.00995,0.01935,0.00911,-0.00266,0.00130,-0.00109,-0.00306,-0.00066,-0.00374,0.00713,-0.00461,-0.01396,0.00958,-0.00723,-0.01664,0.00271,-0.01574,0.00497,-0.01340,0.00622,0.00792,-0.00359,-0.00513,0.01074,0.00482,0.01122,-0.00234,-0.00818,-0.00720,-0.00808,-0.00999,0.00408,-0.01391,-0.00170,0.01113,0.00094,0.00457,0.01461,-0.00512,-0.00720,0.00905,0.00252,-0.00098,0.00104,0.00500,-0.00570,0.00176,-0.00492,-0.00004,-0.00926,0.00156,0.00252,-0.00033,0.00471,-0.00688,0.00781,0.00464,-0.00455,-0.00699,-0.00042,0.00427,-0.00029,0.00621,0.00460,0.00048,0.00690,0.00801,-0.00067,-0.00429,-0.00058,-0.01986,-0.04717,-0.02809,0.02117,0.01409,-0.00096,-0.02263,-0.01619,0.00797,0.00101,-0.02128,0.01434,-0.01190,0.00005,0.01361,0.00215,0.00875,0.01617,0.01222,-0.00427,0.00718,-0.01293,0.00641,-0.00885,0.00343,-0.01949,0.00785,0.00257,-0.00105,0.00703,0.02340,0.00029,0.01159,0.01015,-0.00164,0.00185,-0.00469,-0.00790,0.01108,0.00892,0.00901,-0.00122,-0.00488,0.01218,-0.01628,-0.00444,-0.00231,0.00412,-0.00052,-0.01125,0.02019,-0.00822,-0.00653,0.00513,-0.03580,-0.01962,0.00593,0.00217,-0.00531,-0.00958,0.01578,0.00286,0.01518,0.00863,0.01435,0.00225,0.00053,0.00309,0.00850,-0.00643,0.01152,-0.01767,-0.01567,0.01513,-0.00088,0.00097,-0.00424,-0.00712,-0.00300,-0.00174,0.01628,0.01902,-0.00469,-0.01462,0.00475,0.00568,0.01318,-0.00013,0.00418,0.00668,-0.00418,-0.01123,-0.00046,0.01401,-0.00827,-0.02251,-0.00521,0.00365,-0.00665,-0.01583,-0.00067,-0.00907,0.00726,-0.03278,0.01176,0.02552,-0.01164,0.01461,-0.01986,-0.00411,0.02074,0.00063,-0.01042,0.00839,0.00267,-0.01527,-0.02190,-0.03465,-0.00305:#0c3557:Manager -0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019:#c8c8c8:S&P_500
-19.2%
365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 minimum

Strategy
Stock selection

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-1.32 365 days
Manager performance
Manager perf
-0.00907,0.00961,0.01167,-0.00236,0.00305,0.00297,0.01871,-0.00337,0.00509,-0.00595,-0.00863,-0.00382,0.00357,0.00204,0.00226,0.00189,-0.01183,-0.00492,-0.01292,0.00626,0.01050,-0.01171,0.00866,0.00839,0.00901,-0.00695,0.00859,-0.00492,-0.01047,-0.01187,-0.00511,0.00867,0.01354,-0.00940,-0.00260,-0.00112,-0.00472,-0.00057,0.01344,0.00232,0.00183,-0.00486,0.00693,0.00244,-0.00175,-0.00830,0.00735,-0.00059,-0.00048,0.01243,0.00247,-0.01014,-0.00124,-0.00245,-0.00634,0.02072,-0.00752,-0.01848,-0.00503,0.00701,0.01923,-0.00475,-0.00507,-0.00525,0.00861,0.00089,0.00028,-0.00864,-0.02470,0.00492,0.00127,-0.01479,0.00759,-0.00821,-0.00124,0.00436,0.00379,-0.00533,-0.00438,0.00435,-0.00908,-0.00469,0.00401,0.00075,-0.00028,-0.00173,-0.00174,-0.00060,0.00084,-0.00704,-0.00359,-0.00090,0.00182,-0.00724,0.00699,-0.02181,-0.00725,-0.00919,0.00514,-0.00194,0.00680,-0.01962,0.00791,0.01258,0.00488,0.00550,-0.01044,0.00452,-0.00717,-0.00631,-0.00283,-0.00495,0.01116,-0.01756,-0.00901,0.02309,0.00336,-0.00497,-0.00060,0.03126,-0.00751,-0.00783,-0.00209,-0.00923,0.01785,0.00387,0.01462,-0.00303,0.01794,0.01702,-0.00940,-0.00715,-0.02313,-0.02349,-0.02211,-0.00709,0.01835,0.02733,0.01087,-0.01065,-0.02293,0.02029,-0.00445,-0.01116,0.01853,-0.01077,-0.00172,-0.00477,-0.00273,0.00295,0.01360,0.00681,-0.01489,-0.00606,-0.02277,-0.00772,-0.00257,-0.01010,-0.03932,-0.01639,0.03410,0.01388,0.02090,0.02313,-0.00633,0.02055,0.00362,0.00793,-0.00077,-0.01198,-0.00113,0.01478,-0.00536,0.00148,-0.00398,-0.00807,0.02755,0.00122,-0.00786,-0.00811,0.00008,0.00129,0.00232,0.01557,0.00174,-0.01223,-0.00469,0.01030,-0.00401,-0.00442,-0.00791,-0.01182,-0.00172,0.01707,-0.00012,0.01639,0.00009,-0.00400,0.00297,-0.00145,-0.00514,-0.00184,-0.00158,0.00967,-0.01012,-0.01753,0.00581,-0.02419,-0.02694,0.00819,0.00890,-0.03933,-0.00239,0.00992,0.00598,-0.02737,-0.01173,0.01381,0.01341,0.02606,-0.00176,-0.00628,0.00744,-0.01564,-0.00024,-0.00693,0.00650,-0.02857,-0.03291,-0.00375,-0.01095,-0.00058,-0.03880,0.02433,-0.03198,-0.01719,-0.00895,0.00950,0.03468,-0.01942,0.01892,-0.01681,-0.00068,0.01988,0.01446,-0.03038,0.00957,0.00459,-0.03404,-0.05214,0.00097,0.01150:#0c3557:Manager -0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019:#c8c8c8:S&P_500
-27.3%
365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Strategy
Yield

This portfolio is new to the Covestor platform and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-1.50 365 days
Manager performance
Manager perf
-0.01071,0.01228,0.01712,0.00398,-0.00282,0.00146,0.01656,-0.00601,0.00193,0.00333,-0.01436,0.00796,-0.01349,0.00949,-0.00260,0.00105,-0.01065,-0.01054,0.00020,-0.00804,-0.00286,-0.00665,-0.00163,0.00747,0.01821,-0.01055,0.00632,0.01031,-0.01392,0.00092,0.00134,-0.00105,0.01473,-0.00270,-0.00196,-0.00201,0.00353,0.00570,0.00764,0.00106,0.00559,-0.00337,0.00643,0.00635,0.00153,-0.00948,0.00034,-0.00161,0.00382,0.01130,0.00264,-0.00238,-0.00183,0.00548,0.00335,0.00537,-0.00497,-0.00319,-0.01605,-0.00102,0.01083,-0.00277,0.00577,0.01060,0.00447,0.00135,0.00186,-0.00172,-0.00325,0.00475,0.00447,-0.01075,0.00113,-0.01138,-0.00585,-0.00366,0.00294,-0.01280,-0.01334,0.01113,-0.00409,0.00135,-0.00061,-0.00320,-0.00382,0.01009,-0.00211,-0.00140,0.00282,-0.01321,-0.01023,-0.00257,0.00115,-0.01227,0.00235,-0.01256,-0.00306,-0.00890,0.00981,-0.00946,0.01308,-0.01286,0.00601,0.00969,0.00189,0.00449,-0.01454,-0.00405,-0.01705,-0.01828,-0.00522,-0.01437,-0.00441,0.00288,0.00263,0.02422,0.01018,-0.01324,-0.00369,-0.02123,-0.01177,-0.03655,-0.00397,-0.00502,0.02408,0.00347,0.02608,-0.00549,0.01387,0.01678,-0.00962,-0.01297,-0.02089,-0.01891,-0.03445,0.00053,0.01888,0.03649,0.01547,-0.01208,-0.02050,0.00925,-0.00054,-0.00566,0.00249,-0.01040,0.00206,-0.02356,-0.00472,0.00082,0.00918,0.00148,-0.01028,0.01078,-0.02049,-0.02734,-0.00480,-0.00607,-0.06207,-0.05008,0.06455,0.03226,0.03189,0.02708,0.00389,0.01417,0.00788,0.00195,-0.01411,-0.01987,0.00282,0.01316,0.00805,-0.01088,-0.00477,-0.01489,-0.02242,-0.00775,-0.02427,-0.00735,0.02660,0.00889,0.00487,0.00629,0.01013,-0.02547,-0.01332,-0.00948,-0.01450,-0.00297,-0.01952,-0.02266,0.00902,0.03780,-0.00698,0.00838,-0.01034,-0.01773,-0.00092,0.00966,-0.00520,-0.00841,-0.00272,-0.01189,-0.02823,-0.03358,-0.04106,-0.05011,0.01004,0.06057,-0.01918,-0.04850,-0.01989,0.00587,0.01813,-0.02762,-0.00734,0.02914,0.03070,0.05480,-0.00815,-0.01632,-0.00831,-0.00460,0.03158,0.01367,-0.00009,-0.04699,-0.04399,0.01048,-0.03772,-0.02698,-0.04780,0.05370,-0.04297,-0.04905,-0.04034,0.03211,0.09074,-0.02233,0.02723,-0.01416,0.02815,0.01070,-0.01953,-0.01784,0.01431,0.00589,-0.02401,-0.08082,-0.01233,0.01290:#0c3557:Manager -0.00003,0.00964,0.00407,0.00160,-0.00031,-0.00106,0.00613,-0.00030,0.00276,-0.00077,-0.00148,-0.00296,0.00613,-0.00454,-0.00439,0.00120,-0.01417,0.00394,-0.01696,-0.00192,0.01260,-0.00607,0.01353,-0.00332,0.01216,-0.00487,0.00901,-0.00175,-0.00614,-0.01456,-0.00238,0.00237,0.01224,-0.00880,-0.00397,0.00353,0.00661,-0.00206,0.00268,0.00446,0.00520,-0.00458,0.00163,0.00515,-0.00078,-0.01131,0.00924,-0.00148,0.00509,0.00236,0.00225,-0.00414,0.00277,-0.00374,-0.01013,0.01092,0.00294,-0.01184,-0.00446,0.00377,0.01346,-0.00509,-0.00295,-0.00030,0.01078,0.00077,0.00305,-0.00064,-0.00093,0.00234,-0.00223,-0.01028,0.00916,-0.00127,-0.00632,0.00206,-0.00101,0.00212,-0.00862,-0.00144,-0.00647,0.00042,0.01204,0.00174,-0.00699,-0.00462,0.00569,0.00198,0.00990,-0.00530,0.00609,0.00064,-0.00735,-0.00297,-0.00039,-0.02087,0.00266,0.00694,-0.00031,-0.00386,0.00608,-0.01665,0.00226,0.01234,0.01107,0.00445,-0.00074,0.00801,0.00111,0.00077,-0.00426,-0.00239,-0.00568,-0.01070,-0.00578,0.01239,0.00732,0.00003,-0.00227,-0.00276,-0.00225,0.00311,-0.00775,-0.00287,0.01281,-0.00956,0.00095,-0.00128,0.00391,0.00521,-0.00263,-0.00826,-0.02110,-0.03185,-0.03941,-0.01352,0.03903,0.02430,0.00061,-0.00839,-0.02958,0.01829,0.00116,-0.01533,0.02508,-0.01390,0.00528,0.00449,-0.00409,0.01283,0.00871,-0.00256,-0.01616,0.00457,-0.01232,-0.00205,-0.00336,-0.00047,-0.02567,0.00123,0.01908,0.00197,0.01432,0.01829,-0.00359,0.00804,0.00882,0.00073,0.00128,-0.00683,-0.00472,0.01485,0.00457,0.00027,-0.00142,-0.00583,0.01663,0.01103,-0.00191,-0.00255,0.01184,-0.00045,-0.00481,0.01187,0.00273,-0.00355,-0.00113,-0.00035,-0.00982,0.00151,-0.00323,-0.01399,-0.01121,0.01490,-0.00134,0.01616,-0.00112,0.00381,-0.00123,0.00122,-0.00013,0.00059,-0.00464,0.01068,-0.01100,-0.01437,0.02053,-0.00699,-0.00649,-0.00774,0.00225,-0.01942,0.00476,0.01062,0.01452,-0.01504,-0.01780,0.00778,0.00882,0.01242,-0.00160,0.00000,-0.00218,0.01063,-0.00722,-0.00941,-0.01530,0.00201,-0.01312,-0.02370,-0.01084,0.00085,0.00780,-0.02497,0.01670,-0.02160,0.00053,-0.01169,0.00520,0.02028,-0.01564,0.01414,-0.01086,0.00553,0.02476,-0.00044,-0.01874,0.00499,0.00153,-0.01848,-0.01415,-0.00066,-0.00019:#c8c8c8:S&P_500
-46.5%
365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

Portfolio commentary

  1. A historic bull market turns 6

    10 March 2015

    Whether this historic bull market can turn 7 is an intriguing question.

  2. Post election predictions for your portfolio 5 November 2014
  3. In the luxury property market, bidding wars are for suckers 26 August 2014
  4. Hedging the dollar with these core holdings 16 November 2011
  5. Oil and Gas MLPs remain a safe haven 14 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.