With the start of summer, and our new website, we are feeling warm and fuzzy at Covestor so we are waiving our own management fees for all new Mirroring Accounts funded by the end of July! What this means is that you can open an account today, mirror the investments […]
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Portfolio manager Michael Arold’s Techincal Swing portfolio is filled with equities from many different sectors. In order to choose positions for his portfolio, Arold watches the market and individual sectors and uses many technical indicators. Once he has identified some positions that interest him he looks at the company’s fundamentals […]
For three consecutive months, the Conference Board’s Consumer Confidence Index® has been rising—but not anymore. The report released today showed that there has been a deep decline in the month of June. The results are based on surveys of 5,000 U.S. households. For the most part, the consumers surveyed were […]
Today we are going to take a look at the top holdings of portfolio manager Robert Foo. Foo uses market momentum to determine his investment strategy. During a bull market Foo invests in large-cap equities as well as exchange traded funds (ETFs) that are underleveraged. Being underleveraged can have an […]
There is a lot going on in Washington DC right now. A new potential Supreme Court justice is going through a confirmation hearing, a major Wall Street reform bill is still being adjusted, and one portion of the Sarbanes-Oxley law (which discusses strict internal audit and reporting procedures for companies) […]
The new Wall Street reform bill is not quite ready for prime time yet but as it works its way through Congress the bill is receiving revisions that seemed to be improving the moods of investors on Friday. The bill includes changes to investment vehicle rating procedures, bank investment policies, […]
The reality of the Federal Reserve’s FMOC Statement on Wednesday seemed to finally sink in today as investors abandoned ship and left the Dow Jones Industrial Average to plummet 145.71 points and close at 10,152.73. The statement discussed the fact that economic recovery was expected to continue at a moderate […]
When you are looking for signs of economic improvement, interest rates are the first piece of economic data you should review. When the Federal Reserve keeps interest rates low, it generally means the economy isn’t doing so well and they want to stimulate spending. When they raise rates—even incrementally—then we […]
Investors seemed indecisive today as the Dow Jones Industrial Average fell and rallied over and over before committing fall this afternoon. Reports of weaker than expected housing sales in May (likely due to bank delays in approving new mortgages) as well as imminent financial reforms seemed to have investors running […]
The goal of portfolio manager Laureola's Dividend Payers model is to outperform the market by investing in companies that are undervalued. This portfolio makes sure to focus on dividend-paying companies with strong credit profiles. In general, the profile attempts to invest in U.S. companies only, although some exceptions are made. […]
Interesting new research out this week on Financial Advisors and their use of New Media. Unsurprisingly it shows that a growing use of the major social networks both for research and marketing. As referenced on the Socialware Blog, highlights of the study from American Century Investments include: 44% of advisors […]
Creative accounting is no match for Epic Advisors’ model Bottom Up Analysis. This portfolio takes away the unbridled optimism offered by creative accounting and looks deeper into the financial statements of each company to assess its value. Then, using a proprietary system, Bottom Up Analysis determines the best price at […]