University of Chicago; University of Illinois


Company Name

Show more

Investment portfolio

The Centric Core portfolio seeks to complement other equity investment strategies. It tends to take on less risk and offer slightly less reward than the S&P 500 over time. Most importantly, my own research suggests that it is less correlated to value and growth than the S&P 500 Index, making it a potentially better source of diversification.

Sharpe ratio
1.55 365 days
17.4% 365 days
Risk score
  • 0.5% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Fool’s rally? January 11, 2017

    Why it may be a tough year for stocks and bonds

  2. Profile Picture Stocks look bubbly December 21, 2016
  3. Profile Picture Portfolio tune-up November 08, 2016
  4. Profile Picture Market mood shift October 12, 2016
  5. Profile Picture Beware the madness of crowds August 01, 2016
Show more

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.