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.
The recent inquiry and writing from a Dow Jones reporter whom I respect has inspired me to share a more detailed perspective of the Korea Equity Fund (KEF)
Earnings look robust, but keep on an eye on top-line growth
I’m moving cautiously until healthcare political uncertainty eases.
Our top sectors for 2012 include Emerging Markets, Networking Equipment, Life Insurance and Oil Services.
