Author: Vivian Lewis Covestor model: International Yield As North Koreans starve while their regime totters on, as Bashir Al-Assad shoots people in areas of Syria opposed to his dynasty, a question springs to mind: Who exactly is the sovereign for whom sovereign wealth funds invest? Is it the regime? Is […]
Not a new question, but this is a remarkable answer that any Microsoft or software sector investor will appreciate, as will any student of corporate and innovation culture. From former Microsoft employee Hussein Kanji, on Quora: . . . I was at Microsoft in recent years, 2002-2005, and was recruited […]
Until recently, we displayed Covestor model portfolio performance in comparison to just one benchmark, the S&P 500. This large-cap U.S. equity index was a helpful benchmark for a portion of our models, but for those with different mandates – like small-cap stocks or international focused portfolios – the S&P 500 […]
31, 2011, an increase of approximately 46% from March 31, 2010 and an increase of approximately 38% from December 31, 2010. AWP segment backlog increased
Author: Michael Arold Model: Technical Swing Disclosure: Long SLV, UDN In a recent post, I hypothesized that the US dollar could shape up a bullish “declining wedge” chart pattern, which could lead to a sharp reversal in Silver prices. A fresh look at the chart shows that the opposite happened: […]
Author: Dan Plettner Covestor models: Disclosure: Long FGI and FGF in Core, Well Intentioned Activism Profile Closed-End Funds, Long/Short Opportunistic A fool and his money are soon parted. In the investment industry, observation of advisors wasting client wealth occurs far too frequently. What is uncommon in the investment business is […]
downgrade. Paul Ashworth, chief US economist at Capital Economics, said this in the Financial Times: “Given the size of the US Federal deficit, which will be
BTC Impex, based in Kyiv, Ukraine, is run by Volodymyr Khmurych, a CFA Charterholder and member of the CFA Ukraine Society. Volodymyr takes a generalist approach with no focus on certain industries and sectors with specialization in value stocks. His strategy involves top-down analysis of industries followed by bottom up […]
Covestor manager Jesse Barkasy has traded his own accounts for 24 years and has worked as a professional trader for 13 years. He describes himself as a “trend follower and chart reader.” Barkasy manages Covestor’s Trend Following model, which uses trend following and chart reading techniques. The model will take big risks […]
Jeff Phillips is has been investing for more than twenty years. He is Harvard educated, with a finance background and a passion for decoding the markets. Jeff employs a disciplined and backtested approach developed over many years. Jeff manages Covestor’s Long-Short Equity model, a hedge fund-like portfolio where he selects stocks […]
Author: Todd Feldman, BFI Advisors Model: Behavioral Global Macro Disclosure: Long EMB, GLD, HYG, IXC, SLV Our Behavioral Finance Investment Advisors (BFIA) indicators had been flashing warning signs that March was going to be a rough month. We were therefore cautious and purchased inverse ETFs to protect our positions in […]
Author: William Deshurko, 401 Advisor Model: Equity Opportunity Disclosure: Long VMW Our core Equity Opportunity portfolio is an example of what happens when you start something in the middle, as opposed to beginning with a fresh start. This has been an active portfolio at my practice for a couple of […]