Capital Ideas has two successful models with Covestor—the Macro Plus Income model and the recently launched ETF Only model. Both have succeeded in beating the S&P 500 in recent months, so we thought we’d sit down with one of the founding principals to get some insight into their success. Covestor […]
Yolander Prinzel
The Bureau of Economic Analysis announced today that the pace of GDP had slowed to 1.6 percent in the second quarter of 2010, compared to the 3.7 percent it had grown the first quarter. This slowing pace of recovery brought about fresh concerns over a double dip recession. Federal Reserve […]
Leif Eriksen’s Performance with Protection model was designed with the goal of outperforming the market over the long run. But there’s more to the model than just that; Eriksen also attempts to protect capital by taking a top-down, fundamental approach and investing in high quality companies that have products or […]
The number of new unemployment claims fell by 31,000 last week according to a report by the U.S. Department of Labor. The reduction in claims was not substantial enough to indicate a strong improvement in the economy or job market, but it is good news nonetheless. The four-week moving average […]
As we mentioned yesterday, some bad news on the housing front knocked U.S. markets down a notch. Today, investors were either determined to find good deals or to play an active role in economic recovery. This activity sent The Dow Jones Industrial Average up 19.61 points to 10,060.06. The Nasdaq […]
Covestor model manager Navellier’s Allweather Premium model attempts to protect investors’ capital during down markets. They use alternative investment, large cap stocks, fixed income and ETFs to do so. This model tends to lag during up markets with returns of 20% or more. The top position in this model is […]
We talked about Braver Wealth’s Diversified model here, with its focus on ETFs and preserving capital. This week, Braver Wealth added iShares Barclays 20+ Year Treasury Bond Fund (TLT). TLT invests up to 90 percent of its assets in the index whose performance it’s trying to replicate—the Barclays Capital U.S. […]
Here are a few of the new managers we’ve added to the Covestor community. Bill Smith is a business man with an affinity for numbers. He has a 20-year history in trading and has used a quantitative analysis method to trade equities for the past decade. This method helps him […]
According to a release today by the National Association of Realtors, sales of existing homes during the month of July dropped 27.2 percent. Total home sales are now at their lowest level since 1999, and single-family home sales are at their lowest since 1995. The home buying tax credits that […]
Covestor model manager Ryan Lee’s Long-Term Conservative model has a five year time horizon and takes a conservative approach to investing. When reviewing potential companies to add to the model, Lee looks for returns on invested capital, cash flow, debt and company growth. His goal is to buy at a […]
On Friday, the Equipment Leasing and Finance Association (ELFA) issued a press release showing that their monthly confidence index for the equipment finance industry had increased slightly in August. In July, the index was at 57.6 and in August it rose to 58.2. Even in light of this increase, 73% […]
U.S. markets were mixed today after a slew of mixed economic news and indicators this week curbed investor optimism and reignited fears of a double dip recession. Concerns over a double dip recession weren’t just contained to U.S. investors; Bloomberg.com reported this week that former Office for Budget Responsibility Chairman […]