For his Precedent-based portfolio, Covestor model manager John Ward uses a combination of fundamental and technical analysis, and tends to take concentrated positions. Ward averages 35.57 trades per month, and the portfolio’s current top holdings include IPG Photonics Corp (IPGP), JDS Uniphase Corp (JDSU), Netflix Inc (NFLX) and 3D Systems […]
Monthly Archives: March 2011
123 posts
For his Mid-Cap Fundamentals portfolio, Covestor model manager John Ballard uses a long term buy-and-hold strategy. Ballard averages 19 trades per month, and this portfolio’s current top holdings include Markel Corp (MKL), Activision Blizzard (ATVI), Apple (AAPL), Retail Opportunity Investments (ROIC) and Seabridge Gold (SA) (as of end of day […]
For his Quantum Opportunity Value portfolio, Covestor model manager Tong Li uses quantitative methods in an effort to buy undervalued stocks and sell overvalued stocks and create a diversified small cap portfolio. Tong averages 24.6 trades per month, and this portfolio’s current top holdings include Mercer International Inc (MERC), Omega […]
For his Speedboat portfolio, Covestor model manager Global Equity Analytics and Research Services LLC (GEARS) takes a fundamentals based approach that is “financial statement analysis-driven.” This portfolio averages about 7 trades per month and has 33 holdings as of end of day 3/4/11. This portfolio’s current top holdings as of […]
Author: John Ballard Covestor model: Mid-Cap Fundamentals Disclosure: Long ACTI, MKL, AAPL, ATVI, NFLX, AMZN, ROIC, Y, SA, PHYS * See important disclosures In February I liquidated several small positions that I considered, overall, somewhat speculative. They were my least favorite ideas and therefore were the first to go as […]
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosure: No position in EPI or HAO * See important disclosures Last month, I discussed what appeared to be contradictory market trends. Specifically, the Indian equity market as measured by the ETF EPI looked quite bearish, while most other equity markets around […]
Author: Peter Kurata Covestor model: CANSLIM Disclosure: No position in GLD or SLV * See important disclosures Federal Reserve Chairman Ben Bernanke uses the rising stock market as his barometer for the success of quantitive easing. He also doesn’t think inflation is a problem, but the charts show otherwise. The […]
Author: Richard Moore Covestor model: Market Comparables Disclosure: None * See important disclosures The investment indicators I use to gauge the risk present in the stock market remain in conflict. The market remains in an uptrend by any measure, but my sentiment indicators remain in extremely negative territory. This means […]
Author: Gerald Gehman Covestor model: Undervalued Growth Companies Disclosure: Long EZCH, FNSR, QUIK, ANAD, LSCC, DRWI, TWER, TSEM * See important disclosures Worldwide broadband usage, particularly video, is projected to grow explosively for a number of years. Eight of the eleven companies in my Covestor portfolio are coiled to participate […]
Author: TenStocks Covestor model: TenStocks Disclosure: Long HTCH, BAC * See important disclosures We added a new investment to the TenStocks Covestor portfolio at the end of February. This brings our current holdings to five. We are now approx 60% invested and 40% in cash. The new investment is Hutchinson […]
Economist Michael Spence won the Nobel Prize for his theory of signaling. In this short video from Big Think, he explains how it’s applicable to someone trying to win over a love interest:
James Hofmann recently launched his second Covestor model: Greater China. I had a chance to discuss the new model with him in the following Q&A. MW: Why did you decide to focus on China with this model, as opposed to other emerging markets? JH: China over other emerging economies is […]