Education
University of Chicago; University of Illinois

Qualifications
MBA

Company Name
PPCA Inc.

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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.

Strategy
Stocks
Sharpe ratio
0.82 365 days
Performance
10.4% 365 days
Risk score
Fees
  • 0.5% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Portfolio tune-up 8 November 2016

    Smaller-cap value stocks have performed well

  2. Profile Picture Market mood shift 12 October 2016
  3. Profile Picture Beware the madness of crowds 1 August 2016
  4. Profile Picture Long road ahead for stocks 8 July 2016
  5. Profile Picture Time to rethink core-satellite portfolios 9 June 2016
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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.