The TenStocks model takes both a top down and a bottom up approach to creating a model with deep value and special situation investments. The model currently has four holdings and is long only. The top holding in TenStocks is Bank of America Corp (NYSE: BAC). BAC has had some […]
Yolander Prinzel
371 posts
This week we talked to optical surgeon and 42-year investing veteran Robert Freedland about his new Healthcare model. Covestor LIVE: What made you decide to create your Healthcare model? Robert Freedland: I have been with Covestor for several years and was fortunate to be one of the initial models since […]
Economic news was not as positive today as it had been earlier this week, and that definitely had an effect on U.S. markets. First, the Department of Commerce released their October 2010 Full Report on Manufacturers’ Shipments, Inventories and Orders (found here) which revealed that new orders for manufactured goods […]
The Fundamental Asset Allocation model managed by Prism Capital uses a fundamental approach to investing and focuses on long-term capital appreciation as well as risk management. The model is diversified globally among many different asset classes and is designed to have minimal volatility in order to enhance the model’s long-term […]
The National Association of Realtors added a little fuel to the market-rising fire today with their October Pending Home Sales report (found here). The report states that pending home sales increased by 10.4 percent in October. Also bolstering investor confidence was an article on Reuters reporting that Cyber Monday sales […]
We added a few new model managers and models to Covestor this week. The first is Sreeni Meka, a value investor who has a sixteen year history investing. In order to choose positions for his model, Sreeni conducts an in-depth analysis of companies by reviewing their annual and quarterly financial […]
U.S. markets rose substantially today after a spate of positive news and forecasts were released. First, the ADP National Employment Report for November was issued and noted that there was an increase of 93,000 private-sector jobs for the month. In addition, the increase of 43,000 noted for October was revised […]
In the Luxury Liner model, Covestor manager GEARS takes a fundamental approach based on financial statement analysis and uses documentation interpretation software to identify unusually depressed companies. Recently, Direxion Daily Large Cap Bear 3X Shares (BGZ) was added to the model. The goal of the fund is to deliver results […]
The S&P/Case-Shiller Home Price Indices showed a 2 percent decline in home prices in the third quarter of 2010, a disappointing (though not entirely surprising) follow-up to the 4.7 percent increase in prices reported in quarter two. The report (found here) also states that house prices are currently 1.7 percent […]
In the Dividend Growth model, manager James Hofmann looks for equities that have stable dividends and above average yields. He uses a value-based approach to investing and holds some cash in the model for market timing purposes. Recently, he added tobacco company Lorillard Inc (NYSE: LO) to the model. On […]
It looked as though it was going to be a dark day for the Dow Jones Industrial Average as it sank as many as 162 points today. This drop came after the release of details about Ireland’s $85 billion bailout and concerns that Portugal might also need a bailout. These […]