Covestor

Important Information

1. Past performance is no guarantee of future results.
2. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
3. Average subscriber performance (“Avg Sub”) is calculated by Covestor and is composed of the average, daily, time weighted returns of all active subscriptions to this model. These returns include cash, brokerage commissions, Covestor advisory fees, and reflect individual client suitability and risk score restrictions. More »
4. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
5. All graph data is as of the end of day for the referenced period, unless otherwise specified.
6. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
7. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
8. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
9. All Model Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Model Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request.