Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
365 days
365 days
1% fee
$20,000 minimum
365 days
365 days
1% fee
$20,000 minimum
365 days
365 days
1% fee
$20,000 minimum
365 days
365 days
0.5% fee
$20,000 minimum
365 days
365 days
1% fee
$20,000 minimum
365 days
365 days
1% fee
$20,000 minimum
365 days
365 days
1.5% fee
$20,000 minimum
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.
Portfolio commentary
Upping our exposure to technology and utilities
15 May 2015
We also reduced allocations to finance and healthcare sectors.
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