Author: Ronald Guerrini
Covestor model: Breakouts and Reversals
May was a poor month for the model portfolio. May saw a continuation of the downtrend established in April. The model kept taking on long positions when it should have been short or in cash.
Stocks are trending up but more volatility would help portfolio returns.
Mitch Jones, manager of Covestor’s Price Momentum model, discusses two China stocks that were his best and worst trades for the month.
Less is more as small-cap stocks outperform in early 2021
Some smart advice about sizing up maverick companies
