Monthly Archives: April 2014

58 posts

social-media-ipos

The tech-heavy Nasdaq Composite has broken a 17-month uptrend.

Strategies

Is the Nasdaq signaling another tech wreck?

Why I lightened up on Facebook and Priceline

Social media stocks face selling risk in the weeks ahead.

Strategies

Why I lightened up on Facebook and Priceline

KIPO: Finding my highest conviction idea off the beaten path

I am looking for the most attractive risk-reward opportunities in this bull market. Today, I wanted to introduce my highest conviction idea. Keating Capital (KIPO) has been my most recent addition to the Core Total Return portfolio. It’s a closed-end fund that specializes in making pre-IPO investments in emerging growth […]

Strategies

KIPO: Finding my highest conviction idea off the beaten path

hedge-funds

Youth is not wasted on hedge funds.

Outlook

Younger hedge funds perform better: study

Spreading portfolio risk is an effective strategy in this market.

Strategies

Why a diversified portfolio really matters in 2014

industrial-stocks

Investors may be rotating into late-cycle industrial stocks.

Strategies

Boring may be beautiful for investors as economic recovery matures

What’s behind the sell-off in tech stocks?

Technology and high-momentum stocks are leading the market's slide lower.

Strategies

What’s behind the sell-off in tech stocks?

Kimberly-Clouse-covestor

Kimberly Clouse, Chair of Covestor’s Advisory Board, discusses mutual fund fees and taxes.

Outlook

Covestor Radio: Mutual fund fees and taxes can bite

How I’m playing the stock market’s sector rotation

I continue to be overweight emerging market stocks.

Strategies

How I’m playing the stock market’s sector rotation

Staying defensive in a market with runaway valuations

Why this stock market bull run isn't over yet.

Outlook Strategies

Staying defensive in a market with runaway valuations

Former energy trader focuses on energy and exploration stocks

Harry Briggs manages the Tactical Energy portfolio on Covestor.

Archive

Former energy trader focuses on energy and exploration stocks

stock-market-vix

Should stock investors be bracing for a deeper correction?

Outlook

Checking the market’s vital signs