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 […]
Frank Voisin
469 posts
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. […]
The White House recently launched the Taxpayer Receipt, allowing citizens to identify exactly where their money is going, dollar for dollar. As reported by NPR’s Planet Money: You enter how much you paid in income taxes, and how much you paid for Social Security and Medicare (which have their own […]
John Ward is an independent equities trader whose methodology stems from and is founded on the collective research and studies of traders whom history has established possessed highly unusual market acumen. For his Precedent-based portfolio, Covestor model manager Ward uses a combination of fundamental and technical analysis: Fundamental analysis is paramount […]
Douglas Estadt owns two Wall Street technology companies and webcasts thousands of CEO conference calls. One of his companies is Wall Street Media, where you can find daily videos with Estadt. Estadt manages Covestor’s Management Access model which is a Short term model (day trading) which buys credible growth stories and […]
Author: Michael Arold Model: Technical Swing Disclosure: Long SLV A major market anomaly is the “momentum effect,” which has been investigated by various academics throughout the last decade. Jegadeesh, one of the key researchers on the subject, formulated a simple definition of the momentum effect: “evidence indicates that stocks that perform […]
Bond giant PIMCO recently filed the necessary paperwork to launch an actively managed total return bond ETF run by legendary bond trader Bill Gross. This will be an interesting new option for individual investors and investment advisers. From the LA Times: As required with an ETF, the holdings of the […]
Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company. He is an economist who did his undergraduate degree at Cornell University and his Masters at Yale University. George has twenty years of experience investing in individual stocks. Fat Pitch […]
Author: William Smith Models: Price Volatility Volume and Core Price Volatility Volume Disclosure: Long PUDA in both models I entered a trade in Puda Coal (NYSE: PUDA) on April 6, only to hear on April 8 that the company was being investigated by the SEC. There are a number of […]
Author: Amin Khakiani, Focal Point Management Models: Quantitative Hedging and Quantitative Broad Index Focal Point Management is a California-based SEC registered investment advisor was founded by Amin Khakiani. Amin has a background in engineering and mathematics and 11 years of corporate finance and strategic planning experience. Its Quantitative Hedging model is a […]
Author: James Hofmann Model: Dividend Growth Disclosure: Long LO, MSFT, HCBK March was a grand month for the Dividend Growth model as we outperformed the benchmark S&P 500 by 1.84% while taking on less risk. This model had positive performance for the month of March while the market had slightly negative […]