Author: Andrew Schornack Model: Financial Services Disclosure: Long TWGP The portfolio experienced the first negative return month since August 2010. From September 2010 – February 2011, the model reported returns exceeding my expectations. As I mentioned in the first investment report in November 2009, the goal of the portfolio is […]
Frank Voisin
469 posts
NYSE: BRK-B) was added again, albeit the day before David Sokol’s departure came to light. It’s true that Berkshire’s golden years are long gone (as even
Author: Sasa Persic Model: Long Short S&P 500 Covestor manager Sasa Persic has over 10 years of trading experience along with knowledge of various markets and instruments. His approach is based on statistical analysis of historical data for broad market. Persic manages Covestor’s Long Short S&P 500 model. which utilizes statistical […]
Author: James Hofmann Model: Greater China Disclosure: Long MY Chinese equities have been facing a lot of headwind lately. The Bank of China has been continually raising rates and reserve requirements for the past few months in an attempt to slow inflation. This, combined with lower growth rates, has been […]
Author: Leif Eriksen Model: Performance with Protection Disclosure: Long DELL It’s been another uncertain month for the markets, a challenging month for investors and maybe even more so for traders. Yet the markets are up for the year, with the DJIA leading the way (for a change). The Dow’s significant […]
Author: Sreeni Meka Model: Long Term Value Disclosure: Long CNIT, MNRO Last Month, a tsunami hit Japan and took a toll on Japan and its economy. The death toll was in the thousands and caused enormous destruction to the nation’s daily life and its infrastructure. The unexpected Black Swan event […]
Author: TenStocks Model: TenStocks Disclosure: Long HTCH Some years ago I began collecting little nuggets of wisdom as I came across them in the course of my work. Some of these nuggets are from famous investors like Buffett, Munger and Templeton. Some are from totally unknown independent investors, and some […]
Author: Bristlecone Value Partners Model: Large Cap Value Disclosure: Long T, MSI, CTAS, NRG, PFE, S, DELL, APOL, MMI, CSCO, WAG In March, the portfolio’s value was effectively unchanged, matching the S&P 500 index return including dividends. For the first quarter, the portfolio was up about 6.2% versus 5.9% for […]
Author: Jesse Barkasy Model: Trend Following Disclosure: None Jesse Barkasy manages Covestor’s Trend Following model which uses trend following and chart reading techniques. Current top positions include Sky-mobi Ltd (ADR) (NASDAQ: MOBI). Jesse had this to say about March’s stock market rally: The market’s rally on low volume continued, and as stated, I […]
gold has gone hyperbolic. Given the rise, we thought it would be useful to touch base with some of Covestor’s model managers who run portfolios that hold the
Author: Kevin Shine, Shine Financial Services Model: Asset Allocation As I pass the one year mark since inception, I am very pleased with the risk adjusted returns of my Asset Allocation model. This is a “set it and fine tune it” type of fund of funds. It is meant to […]
Author: Mark Holder Model: Opportunistic Arbitrage Model Disclosure: Long X, WFT, FCX, IBN, CCIH, RDWR, ANR, MEE, CEPH March was another volatile month. The month ended on a solid note with the Opportunistic Arbitrage (levered) model ending with a 2.3% gain compared to a slight loss for the S&P500. Considering […]