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.
While market expectations for future rate cuts are more than likely going to continue to change, fixed income investors can position their portfolios to navigate the cloud of uncertainty by using an active/passive barbell strategy.
For the Pure Growth portfolio, Covestor model manager BSG&L focuses on companies with 15% ROE, good liquidity and a PEG ratio of less than […]
If the labor market is nearing a bottom and job creation surprises to the upside, investors may need to rethink the consensus Fed path.
My philosophy is not to follow Warren Buffett into BAC, but rather to invest with the principles that made value conscious investors like Buffett successful.
