Since August 12th of last year I have been managing a model portfolio on the Covestor platform. Covestor is a registered investment advisor. I am not a registered investment advisor, and legally, my relationship with Covestor is that of data provider. The way that it works is that Covestor's clients choose to "mirror" the trades of one or more of the many model managers on the platform. Some of the model managers are also registered investment advisors, and some, such as myself, are merely data providers. My model, the all-cap value model, can be found here. I have the majority of my family's wealth invested in an account that mirrors the all-cap value model. The model just "went live" on the Covestor website a couple of weeks ago. Each month, Covestor model managers provide commentary on the Covestor blog. My introductory post on the Covestor blog came out this morning and can be found here. I have also given Covestor permission to republish posts from this blog. I expect to continue to post here, but due to my extremely busy schedule there might be some fairly long periods between posts.
