Archive

We have recently been asked by a couple of members to clarify the individual stock return calculations, as these did not reflect the single stock returns they were seeing in their online broker accounts. We thought we would therefore take the opportunity to clarify how the return formula works.The key […]

This week’s Wall Street Transcript interview is with Covestor member Howard Barr, aka habarr. Howard currently works in IT but may shortly be switching to a career in Finance. He has a mixed strategy incorporating both short-term positions and some longer-term holdings. Typically when shooting for short term gains he […]

One of our closest partners at Covestor is Wall Street Webcasting (WSW). WSW is the leader in Institutional Webcasting, serving over 50 major investment banks, as well as developing and running a range of online shows from their studios in New York. Wall Street Media, a division of WSW, host […]

This weeks interview is with colorful Covestor member Tim Sykes. Many of you will know Tim’s story already, turning his $12k Barmitvah money into $1.65 million while still a student at Tulane University before founding his hedge fund, Cilantro Fund Management, LLC in 2003. He has since written a book, […]

We have overhauled the commentary on Covestor, to allow you to keep track better of all of your investment decisions in a single blog. You no longer need to go into each holding, watchlist item or your market report to share your rationales. Instead posts can be drafted and attached […]

Following our post last week looking for members happy to talk to journalists about the current markets, it was great to see two of our finest in yesterday’s Forbes article ‘Plan for Long Haul but Tweak Holdings’, through the Associated Press. The two members quoted are Robert Freedland (also a […]

This weeks Wall Street Transcript Interview is with Covestor member Peter Kurata, aka IBD Investor. Peter is a former Microsoft Manager and now a full time self-investor. He is a passionate follower of William O’Neil’s CANSLIM system, and reader of the Investors Business Daily newspaper. IBD called the market correction […]

Two new broker agents are now available for automatic import to Covestor- thinkorswim and E*Trade Canada. Both of these imports come with minor disclaimers when importing directly to Covestor. thinkorswim is a  subsidiary of Investools Inc. and a fantastic broker, that provides services targeted at self-directed options traders and active […]

We are receiving a number of requests from journalists right now who are looking to give their readers guidance to navigate these uncertain times. With the movements in the markets making headlines daily we are being asked to pass on great self-directed investors, willing to share their perspectives. If you […]

This week’s interview is with Covestor member John Mooney, aka mooney. John is an avid personal investor and author of the popular stock blog The Gnome of Zurich Investor. John invests in a range of areas but tends to hold a core set of stocks he believes to be undervalued […]

Investopedia. For those of you who don't know the site - Investopedia.com is now a wholly owned subsidiary of Forbes Media. It is a tremendous resource for

After a short break for the holidays our weekly interviews with The Wall Street Transcript are back. This week’s interview is with Covestor member Mark Crennan, aka lycos14. As Mark says on his profile, he currently works as an analyst for a top 5 asset management firm, having invested […]