Manager: Harloff Capital Management Covestor model: Opportunistic ETF U.S. equity markets moved higher last month. As of the end of April, the S&P500 is up 8.43% year to date, and our Opportunistic ETF Covestor model is up 21.68%. We are currently bullish on the S&P500, NDX, gold, and bonds. Our analysis […]
Monthly Archives: May 2011
130 posts
Manager: Vivian Lewis Covestor model: International Yield Last week I dined with a Pimco employee who will remain nameless for his own protection. He told me that the $238-bn (under management) firm’s CEO and co-chief investment officer, Mohammed El-Erian, took his family to Egypt last December. There the fund manager […]
Manager: John Linnemeier Model: Opportunistic and Adventurous John Linnemeier is the author of How an Average Man Lived an Adventurous Life, an autobiography that traces his travels through more than 125 countries. He brings his wealth of worldly experience to investment management, hunting for fundamentally sound companies with exceptional growth potential. John manages […]
Author: Tom Konrad Covestor model: Alt Energy Stocks Richard Branson-backed nonprofit the Carbon War Room is a group that thinks big in the battle against catastrophic climate change. They’re only interested in attacking problems with the potential to reduce carbon emissions on the gigaton scale – that is, reducing emissions by a […]
Manager: Andy Djordjalian Model: South America Andy Djordjalian is a private investor living in Buenos Aires, Argentina. He manages Covestor’s South America model, which diversifies across South American countries, asset classes and industries. He recently purchased Gafisa SA (NYSE: GFA) for the model, so we asked Andy to share his investment […]
Manager: Richard Moore Model: Market Comparables The stock market continued its winning ways in April. Fueled by easy money from the Federal Reserve, commodities led the way with gold and silver going parabolic. I continue to be concerned and regard the stock market as a high risk investment at this […]
Manager: Paul Franke, Quantemonics Investing Model: Relative Value We are quite pessimistic about the U.S. trade and federal budget deficit situations and their repercussions. We have been preparing investors for a weak growth period in stocks and the economy for several more years, at a minimum. The math on both deficits is quite […]
Manager: Scott Daly Model: NASDAQ 100 Long-Short Quant The markets are irrational at best. The basic economic factors, unemployment remaining so high, oil at levels not seen before, foreclosures still rising, all would lead you to think that the market has one way to go, down. But yet it continues to […]
Manager: TenStocks Model: TenStocks The Tenstocks Covestor Portfolio completed its first year on May 11th, 2011. We do not believe performance based on less than five years of data has any real significance. The predictive value of one year’s worth of performance is close to zero. Multiple grains of salt […]
Manager: Alejandro Paschalides Model: Energy Alejandro Paschalides manages Covestor’s Energy model, which invests in companies heavily exposed to energy/transportation costs, and uses a top-down approach to qualitatively narrow down investment options. He recently shorted Green Mountain Coffee Roasters (NASDAQ: GMCR), so we asked Alejandro to share his investment thesis for the transaction with us. […]
Author: George Silva, Fat Pitch Financials Covestor model: Workouts There was a modest amount of activity in the Workouts model in the month of April. As was mentioned in the April report, the remaining shares of the model’s position in The European Equity Fund (EEA) were sold on April 1, […]
Author: Capital Ideas Model: Macro and Macro Plus Income The month of April brought a few changes to our portfolios. The Macro ETF fund remained focused on the three major trends we believe will continue. To invest in those trends we own the following securities. They are: Trend 1: The expanding need for […]