In this series, we’ve asked Covestor managers: “What is the single most important lesson you’ve learned about being a successful investor, and how do you try to apply that today?” Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Investing has never been my full-time profession, but I have had an interest […]
asset classes in the effort to generate superior returns based on actively managed risk by investing along the efficient frontier, where superior returns are
Author: John King, Quacera Covestor model: QPM Radar Disclosure: none Let’s begin with a few statistics. Hyperinflation is generally defined as occurring when the inflation rate hits 50% in one month. This definition comes from the work of American economist Philip Cagan in his 1956 study of monetary systems and from […]
For his Performance with Protection portfolio, Covestor model manager Leif Eriksen takes a top-down fundamental approach that favors large- and mid-cap companies. His goal is to outperform the market over the long run while protecting capital. Eriksen recently purchased Loews Corporation (NYSE: L) for the portfolio. Loews is a holding […]
We’ve been harping on the importance of plain language in investment product fee statements, which we believe in strongly. But as Brett Arends explains in a recent WSJ column, it’s not just fees that suffer from obfuscation. Financial advisors need to speak to clients in plain language about the entire […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: No positions in stocks mentioned Sinovel’s recent refusal to accept shipments from American Superconductor (NASDAQ: AMSC) may be due to more than just a slowdown in the Chinese wind market. Many of my best ideas come from readers. When American Superconductor announced that their largest customer, […]
Covestor manager Jesse Barkasy has traded his own accounts for 24 years and has worked as a professional trader for 13 years. He uses technical analysis and looks for breakouts. Barkasy manages Covestor’s Trend Following model, which “uses trend following and chart reading techniques. The model will take big risks investing large […]
Michael Wagner knows risk. An airline pilot by profession, he has a deep respect for the riskiness of a situation, which he brings to his investment philosophy. He manages the Covestor Small-Cap Swing Trader model, which focuses on small and micro-cap stocks, which tend to be riskier due to their […]
Legendary value firm Tweedy, Brown gave its case for holding Cisco Systems Inc (NASDAQ: CSCO) in its recently released 1Q 2011 shareholder letter: Cisco Systems provides routing, data and networking products for the internet. The company’s clients include corporations, public institutions and telecommunications companies worldwide. Cisco is financially strong and we think […]
Capital - Aggressive from Yinglan Tan Hedged Equity from Swan Asset Management Suncoast Equity from Suncoast Equity Management Core Holding from Vista
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn’s Greenlight Capital. The hedge fund went long Yahoo last quarter – here’s why: The Partnerships established a new position in Yahoo! (YHOO) at an average cost of $16.93 per share. The company developed an extraordinary anti-shareholder reputation in recent years, […]
Keshav Agrawal is a CPA with a background in accounting and finance. He has more than a decade of experience in trading stocks and derivatives for his personal account. Keshav believes that “the market always offers opportunities,” and in search of this he follows various industries and companies depending on current domestic […]