Covestor manager Targex Capital uses proprietary computer algorithms designed to own ten to twenty stocks. Its system only trades in high volume NASDAQ stocks that have met all requirements of technical indicators. Targex has a very short hold time, typically within 1 to 15 days. Targex was established in 2009 by […]
Frank Voisin
465 posts
Covestor model manager Yinglan Tan is the author of the book The Way of the VC – Top Venture Capitalists On Your Board and he is currently an Adjunct Professor living in Singapore. For serious money, Yinglan believes that certain Asian venture-backed equities are solid investment vehicles to leverage on […]
Covestor model manager James Hofmann manages the Greater China and Dividend Growth portfolios. James, a value investor, believes return on equity and dividends create and drive investor wealth. While hunting for companies with strong dividends in the 5 – 6% yield range, James often looks at utilities companies. His expertise […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: no holding in ABB Power and automation giant ABB, Ltd. (NYSE: ABB) was named Cleantech Corporation of the Year at the Cleantech Forum in San Francisco. The company has been focused on acquiring start ups in the cleantech space for the last couple of […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: Long 7 clean energy stocks Bubbles are a social phenomenon at least as much as they are a financial phenomenon. What characterizes them? At the top of bubbles, participants ignore glaringly obvious risks. In October 2007, Meredith Whitney pointed out the almost glaringly […]
downgrade. Paul Ashworth, chief US economist at Capital Economics, said this in the Financial Times: “Given the size of the US Federal deficit, which will be
BTC Impex, based in Kyiv, Ukraine, is run by Volodymyr Khmurych, a CFA Charterholder and member of the CFA Ukraine Society. Volodymyr takes a generalist approach with no focus on certain industries and sectors with specialization in value stocks. His strategy involves top-down analysis of industries followed by bottom up […]
Covestor manager Jesse Barkasy has traded his own accounts for 24 years and has worked as a professional trader for 13 years. He describes himself as a “trend follower and chart reader.” Barkasy manages Covestor’s Trend Following model, which uses trend following and chart reading techniques. The model will take big risks […]
Jeff Phillips is has been investing for more than twenty years. He is Harvard educated, with a finance background and a passion for decoding the markets. Jeff employs a disciplined and backtested approach developed over many years. Jeff manages Covestor’s Long-Short Equity model, a hedge fund-like portfolio where he selects stocks […]
Author: Todd Feldman, BFI Advisors Model: Behavioral Global Macro Disclosure: Long EMB, GLD, HYG, IXC, SLV Our Behavioral Finance Investment Advisors (BFIA) indicators had been flashing warning signs that March was going to be a rough month. We were therefore cautious and purchased inverse ETFs to protect our positions in […]
Author: William Deshurko, 401 Advisor Model: Equity Opportunity Disclosure: Long VMW Our core Equity Opportunity portfolio is an example of what happens when you start something in the middle, as opposed to beginning with a fresh start. This has been an active portfolio at my practice for a couple of […]
Jason Zweig recently used his regular column in The Wall Street Journal to discuss the relatively poor performance of large cap stocks. It’s a theme we’ve pointed out a number of times in recent commentaries from Covestor managers who invest in small-caps, for example from Vivian Lewis and Jack Brown. […]