As always, we’ve got a great list of new Covestor model managers for you to check out. Below you’ll get an overview of their background, model goals and objectives, subscription minimums and top holdings. Be sure to click the links for more detailed information.
Raymond Stoudt is a retired Air Force Officer and a graduate of both University of Texas and University of Southern California. He has more than 20 years experience in investing. His Innovative Companies model focuses mostly on technology companies but that doesn’t mean Stoudt excludes companies from all other sectors. In fact, any company from another sector that has leading-edge or unique products may be considered as a possible addition for the model. Innovative Companies has a $5,000 minimum subscription and its top holding is EMC Corp (NYSE: EMC).
Walter Lu has a BS in Computer Science from University of Illinois at Urbana-Champaign and he integrates his own personality traits into his investing style. His Flexible Value model attempts to maximize total returns over the long-term with value investing. Within the model Lu focuses on liquidations, arbitrage and special situations. The model has a $5,000 minimum subscription and its top position is ATP Oil & Gas Corporation (NASDAQ: ATPG).
Ninja Trades is a stock advisory services that uses a proprietary system to identify market trends and pick top performing equities and ETFs. The system seeks to identify strong positions that are selling at a sharp discount. The Ninja Trades’ Stealthy and Nimble model screens potential positions by fundamentals and technicals. This flexible, opportunistic model has a $5,000 subscription minimum and its top holding is Warner Chilcott Plc (NASDAQ: WCRX).
