BKLN (PowerShares Senior Loan Portfolio)


Portfolios on Covestor holding BKLN

The Beckerman Asset Allocation portfolio has a goal of generating long term growth with a secondary goal of income generation.  The portfolio will invest across a range of asset classes including stocks, bonds, alternatives and cash. It retains flexibility to overweight certain asset classes given the managers perception of fundamental opportunities.  We believe that this strategy is appropriate as a core holding for investors.

Strategy
ETF Asset Allocation
Sharpe ratio
-0.37 365 days
Performance
-5.2% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum


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Important Information

1. Past performance is no guarantee of future results.

2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.

3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.

4. All graph data is as of the end of day for the referenced period, unless otherwise specified.