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. […]
Interactive Advisors
479 posts
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 […]
As part of the site upgrade we have updated three important performance measures, to make it easier to understand what the managers are doing, and how Investments are performing for their subscribers. They should help you to better interpret what is happening in your account: Average Subscriber Performance (Avg. Sub): […]
Model manager Patrick Clark focuses on the current purchasing power of the dollar in his portfolio because he thinks that we are facing a period of inflation. He attempts to take all emotional decision making out of the equation when choosing stocks and attempts to be market-neutral. If you’ve ever […]
We are excited to announce a number of changes to Covestor, that make it easier for you to find and follow successful investors. We have merged the Track Record functionality of the old Covestor.com with the automatic mirroring capability of cv.im to create the world’s largest online platform for Investment […]
Harsh Nahar uses a fundamental approach to analyzing positions for his portfolio. He focuses on financials of the companies and their adherence to Generally Accepted Accounting Principles (GAAP) before determining whether or not he will buy. Nahar also likes to watch for irrational price drops as they can be the most […]
Closed-end funds often trade below their net asset value (NAV). This market inefficiency can offer a competitive advantage for both buy and hold investors and short sales because it allows the investor to buy the fund at a discount. Dan Plettner’s model, Long/Short Opportunistic, exploits these inefficiencies and holds or […]
Model manager BSGL has created a portfolio loaded with equities with at least a 15% return on equity and a PEG ratio that factors a company’s earnings growth into the standard price to earnings ratio formula. This is done by dividing the company’s price to earnings ratio by its annual earnings […]
Portfolio manager David Fried puts his focus on those companies that have bought back some of their own shares, reducing some of the dilution of the market. In addition to buy backs, Diversified Buybacks pays close attention to the financial health and stability of the companies he buys and analyzes their […]
Due to site changes we are currently not taking new registrations on the Covestor.com site. There are no changes to existing accounts – you can login and use your account as normal. Please check back on the site in a couple of weeks if you are looking to sign up. […]