Author: Y H & C Investments Covestor model: GARP Disclosure: Long DGI, CLGX, GIGM, CASS, JMBA, DLB February 2011 was a good month for the stock market. The environment is still excellent for stocks, with the caveat being global events like the political events in the Middle East and how […]
Monthly Archives: March 2011
123 posts
Author: Leif Eriksen Covestor model: Performance with Protection Disclosure: Long TOT, ESV, CSCO, ITW, TEF *See important disclosures “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the […]
The Atlantic has a great interactive infographic that groups America into twelve different “states” based on economic similarities among different counties. Click through to view it: Source: “Map: The 12 States of America” The Atlantic, 3/8/11. http://www.theatlantic.com/misc/the-12-states-of-america/
emerging markets since the start of 2011: Opportunity was seen in the U.S. and Europe, so capital moved from emerging markets into the developed world.
Author: Gerry Wollert (Rebound Trading Systems) Covestor model: Rebound ETF Disclosure: None Gerry Wollert ETF March Monthly Investment Report The broader markets continued to advance during the month of February, 2011. This positive performance was encouraging given the worrisome civil unrest in Northern Africa and the Middle East. I am […]
Author: James Hofmann Covestor model: Greater China Disclosure: Long TSL, CHL, SOHU, SNP, CMED *See important disclosures If you just started following my China Value model, I wanted to spend some time telling you what it is about. The model seeks to invest in and take advantage of opportunities in the […]
VisualizingEconomics has a great chart today, showing this recession’s effect on inflation-adjusted GDP per capita for Americans, versus its long (138 year!) trend line. Click for larger version: Source: “Long-term real growth in US GDP per capita 1871-2009” Catherine. VisualizingEconomics, 3/8/11. http://www.visualizingeconomics.com/2011/03/08/long-term-real-growth-in-us-gdp-per-capita-1871-2009/
Author: Andy Schornack Covestor model: Financial Services Disclosure: Long LXP, NYB, CWH-D, FMER, TWGP February was the sixth straight month of model portfolio gains. A rising tide certainly lifts all boats, and this portfolio is no exception. However, I did spend particular time researching investments to position the portfolio into the […]
Author: Gerry Wollert (Rebound Trading Systems) Covestor model: Rebound Mutual Fund Disclosure: None The broader markets continued to advance during the month of February, 2011. This positive performance was encouraging given the civil unrest in Northern Africa and the Middle East. I am not a registered investment advisor and I […]
For his Venture Capital Aggressive portfolio, Covestor model manager Yinglan Tan invests in venture-backed equities with “predictable earnings and growth.” Tan averages 30 trades per month, and this portfolio’s current top holdings include the Nuveen Multi-Strategy Income and Growth Fund (JPC), Aruba Networks (ARUN), Silicon Image (SIMG) and Ebix (EBIX) […]
A fascinating report today from CNBC’s Kate Kelly on how farmers in the Midwest are using Twitter to update each other about crops: Once a convenient outlet for boredom on the tractor, tweeting with fellow farmers has become a way for the participants in a far-flung and isolating business to […]
equity market, as the SP 500 index closed above the 1300 level on all 19 trading days. The SP 500 index had only one minor 3-day pullback on news about Libya’s