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): […]
Interactive Advisors
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. […]
With so many varied models available for replication in a Covestor Managed Account we have updated the search functionality on CVIM. When you visit the CVIM site (cv.im) you will notice the new feature, that allows you to easier filter and sort for models of interest to you. Use the […]
We are shortly going to pass the fifty mark of people managing models available for live replication in a single managed account and it seemed timely to share this visual of the diversity of managers on there. There are an incredible mix, from Andy Djordjalian down in Argentina managing a […]
When a model manager submits an order, their broker sometimes breaks down the order into multiple fills for execution to optimize the price achieved. For example, a model manager enters an order to Buy 1,000 ICXT. The broker is able to fill 400 immediately at two different prices and breaks […]