Bill Deshurko of Centerville, Ohio founded 401 Advisor in 2003 after becoming frustrated with by losses incurred through a typical buy and hold approach. He developed his strategy primarily for retirees and other investors who require a high monthly income to maintain their lifestyle. The strategy is also suited for […]
Monthly Archives: April 2011
120 posts
Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Disclosure: Short USO, UNG This month of March was a bit disappointing for the model, flat to slightly negative just like the stock market. On a positive note, the model saw a lot less volatility than the S&P 500, making it a less […]
Author: Cheng Yuan Covestor model: Value with Catalyst Disclosure: Long ENZN I sold out of my position in Citigroup (NYSE: C) for a small gain in March in preparation for a better opportunity that I have been following for some time. My hope is this opportunity will produce a much […]
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosure: none As disruptive as the headlines have been lately, my portfolio has been resilient, registering a monthly gain in March. One reason for the positive performance is that unlike the vast majority of portfolios, mine is not 100% long or 100% […]
Author: Yale Bock Covestor model: GARP Disclosure: Long GIGM, DGI, CASS, CLGX, JMBA, DLB March 2011 was a difficult month in the equity markets, as “black swan” events suddenly become not just one time events, but seemingly normal happenings. Even more unusually, these black swans occurred back to back to […]
Author: Tarquin Coe Covestor model: Market Timing Technicals Disclosure: None Up until recently, emerging markets, a “risk-on” leader, was breaking down on a relative basis. Such weak performance was threatening the bull market argument. However, like Technology and other higher beta areas, the emerging markets have tended to turn tail […]
Joseph Mjelde has been in active duty military for 22 years and has been continually learning about investing through personal study over the last 20 years or so. Joseph’s investment style is bottom-up, using fundamental analysis to find the best performing companies in an industry. He concentrates on fundamentals (revenue/earnings/cash […]
Michael Pollock has a good article in today’s WSJ on the difficulty of relying on the standard metrics for mutual fund performance: If you’re trying to decide what mutual fund to buy, all sorts of rankings and performance figures are easily available. And you should look at most of them […]
D5 Advisors shorted oil shipper Frontline Ltd. (NYSE: FRO) on Friday, April 1, for their Covestor Oil and Gas Producers model. Here’s how Bloomberg described FRO’s latest earnings report, on February 22: Frontline Ltd., the world’s largest operator of supertankers, posted a bigger-than-expected fourth- quarter loss and declared a dividend […]
Robert Freedland has over 40 years of investment experience and is a full-time optical surgeon. He uses his expertise in the medical field to help select healthcare stocks. In investing, Robert utilizes two divergent strategies for identifying new names for inclusion. In strong market environments, he searches for companies with […]
Philip Pecoraro is a psychiatrist and internist with 26 years of clinical practice experience in general internal medicine, emergency medicine and general and consultation (hospital-based) psychiatry. He has been an associate professor of Medicine and Psychiatry at a university medical center. He has ten years of private investment experience and […]