• Education
    Harvard University; Boston University
  • Qualifications
    BA Economics; Certificate in Financial Planning
  • Founded
    2012
  • Company Name
    Island Light Capital
  • Address
    5 Walpole Street
    Unit 306
    Dover
    Massachusetts
    02030
  • Links
      Blog
      Website

Investment portfolio

Strategy
ETF asset allocation

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
- 365 days
Manager performance
Manager perf
Risk score
Fees
  • 0.5% fee
  • $20,000 minimum

Portfolio commentary

  1. island-light-capital/_profile-35x35.jpg Investing through market riptides 21 April 2016

    In fast-changing markets, it's easy to fall prey to short-term thinking

  2. #local.item['profilepicurl']# Investing in a time of uncertainty 15 February 2016
  3. #local.item['profilepicurl']# Smart advice for a scary market 27 January 2016
  4. #local.item['profilepicurl']# Adjusting our sails in an uncertain market 12 January 2016
  5. #local.item['profilepicurl']# Why the US bull market still has legs 28 October 2015
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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.