Manager: Ben Dickey, BSG&L Financial Services Model: Pure Growth and Growth Plus Income The U.S. economy is slowly gaining momentum, but it is still too slow to reduce unemployment. My belief is that the U.S. economy will stay slow and will expand at an annual rate of about 2%. The one […]
Manager: Cheng Yuan Model: Value with Catalyst April was another lethargic month for my model portfolio. The opportunity that I have been waiting for did not come. So I continue to hold on to cash. Despite the inactivity, the portfolio rode the mild market ebb and flow to end up about 1% […]
Manager: Tom Konrad Covestor model: Alt Energy Stocks Disclosure: Long RAMPF, NGPLF, MGMXF, PUOPF Which company might snatch battered Nevada Geothermal Power out of the scratch-and-dent bin for a song? When Raser Technologies (OTC: RZTI) declared bankruptcy at the end of April, I shrugged it off. I saw the writing on the wall […]
Manager: Leif Eriksen Covestor models: Performance with Protection and Global Growth Brands I made a few changes to my portfolio and, most importantly, a resolution to avoid chasing performance in the current market. Investors rarely make money trying to figure out where the market is going in the short term. […]
Manager: Harloff Capital Management Covestor model: Opportunistic ETF U.S. equity markets moved higher last month. As of the end of April, the S&P500 is up 8.43% year to date, and our Opportunistic ETF Covestor model is up 21.68%. We are currently bullish on the S&P500, NDX, gold, and bonds. Our analysis […]
Manager: Vivian Lewis Covestor model: International Yield Last week I dined with a Pimco employee who will remain nameless for his own protection. He told me that the $238-bn (under management) firm’s CEO and co-chief investment officer, Mohammed El-Erian, took his family to Egypt last December. There the fund manager […]
Manager: John Linnemeier Model: Opportunistic and Adventurous John Linnemeier is the author of How an Average Man Lived an Adventurous Life, an autobiography that traces his travels through more than 125 countries. He brings his wealth of worldly experience to investment management, hunting for fundamentally sound companies with exceptional growth potential. John manages […]
Author: Tom Konrad Covestor model: Alt Energy Stocks Richard Branson-backed nonprofit the Carbon War Room is a group that thinks big in the battle against catastrophic climate change. They’re only interested in attacking problems with the potential to reduce carbon emissions on the gigaton scale – that is, reducing emissions by a […]
Manager: Andy Djordjalian Model: South America Andy Djordjalian is a private investor living in Buenos Aires, Argentina. He manages Covestor’s South America model, which diversifies across South American countries, asset classes and industries. He recently purchased Gafisa SA (NYSE: GFA) for the model, so we asked Andy to share his investment […]
Manager: Richard Moore Model: Market Comparables The stock market continued its winning ways in April. Fueled by easy money from the Federal Reserve, commodities led the way with gold and silver going parabolic. I continue to be concerned and regard the stock market as a high risk investment at this […]
Manager: Paul Franke, Quantemonics Investing Model: Relative Value We are quite pessimistic about the U.S. trade and federal budget deficit situations and their repercussions. We have been preparing investors for a weak growth period in stocks and the economy for several more years, at a minimum. The math on both deficits is quite […]