DIVERSIFIED PORTFOLIOS, INC.

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Diversified Portfolios is based out of Bloomfield Hills. Diversified Portfolios is a large advisory firm with 447 clients and discretionary assets under management (AUM) of $858,364,989 (Form ADV from 2018-03-13). Their last reported 13F filing for Q4 2018 included $161,324,000 in managed 13F securities and a top 10 holdings concentration of 83.4%. Diversified Portfolios's largest holding is Vanguard Total Stock Market ETF with shares held of 371,180. Diversified Portfolios has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $161.324 Million
  • Prior Market Value $180.89 Million
  • New Purchases1 stock
  • Additional Purchases15 stocks
  • Sold out of3 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 83.40 %
  • Turnover % [1]:8.51%
  • Turnover Alt % [2]: 2.97 %
  • Time Held Top20:13.55 quarters
  • Time Held Top10:13.90 quarters
  • Time Held All:13.34 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.67%
Performance Last 4 Quarters: 2.88%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DIVERSIFIED PORTFOLIOS, INC.
39520 WOODWARD AVENUE SUITE 200
BLOOMFIELD HILLS MI    48304
Country: United States

Business Phone: 248-644-3030
Fax: 248-644-4040
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MI
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 105,753,000
Total Number of Clients: 447
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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DIVERSIFIED PORTFOLIOS INC

ownership team - last updated 2017-06-20
Name Title Start Date Direct/Indirect % Ownership
TOAL, ROBERT, EDWARD PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DIVERSIFIED PORTFOLIOS INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-10-01
DIVERSIFIED PORTFOLIOS INC PRESIDENT direct 1993-10-01 2005-03-16
DIVERSIFIED PORTFOLIOS INC PRESIDENT/CCO direct 1993-10-01 2006-03-10
YOLLES, RONALD, MARK TREASURER 10/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
YOLLES-SAMRAH WEALTH MANAGEMENT, LLC PRINCIPAL direct 1987-11-01
DIVERSIFIED PORTFOLIOS INC TREASURER direct 2010-10-01
YOLLES INVESTMENT MANAGEMENT INC PRESIDENT direct 1987-11-01 2004-03-30
POST, THOMAS, CARPENTER SECRETARY 10/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DIVERSIFIED PORTFOLIOS INC SECRETARY direct 2010-10-01
INDEPENDENCE ADVISORS INC WEALTH MANAGER direct 1993-11-01 2009-03-31

WhaleScore history for DIVERSIFIED PORTFOLIOS, INC.

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