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 […]
Jason Zweig recently used his regular column in The Wall Street Journal to discuss the relatively poor performance of large cap stocks. It’s a theme we’ve pointed out a number of times in recent commentaries from Covestor managers who invest in small-caps, for example from Vivian Lewis and Jack Brown. […]
Author: Jonathan Tunney, Atlas Capital Covestor models: Broad ETF, MergerArb Disclosure: Long VGK Most markets performed well in 1Q2011 despite continued European sovereign debt concerns, spreading Mid-East/North Africa (MENA) societal upheaval and Japan’s triple disaster. Crude oil moved above $100/barrel in sympathy with concerns of potential flow interruptions associated with […]
Author: George Silva, Fat Pitch Financials Covestor model: Workouts Disclosure: Long EEA, ACL, NOVL, MENT, SHMR, NOC The first quarter of 2011 was one of recovery for the Fat Pitch Financials Workouts model. According to Covestor, the Workouts model grew 5.62% in the first quarter of 2011 versus 5.42% for […]
Covestor model manager Ben Dickey of Houston, Texas based BSG&L was recently a guest on News@7. Ben discussed investing for retirement, including some rule-of-thumb guidelines for how much to save and how much to withdraw at retirement age. You can hear the full interview by hitting the play button below: […]
The White House recently launched the Taxpayer Receipt, allowing citizens to identify exactly where their money is going, dollar for dollar. As reported by NPR’s Planet Money: You enter how much you paid in income taxes, and how much you paid for Social Security and Medicare (which have their own […]
John Ward is an independent equities trader whose methodology stems from and is founded on the collective research and studies of traders whom history has established possessed highly unusual market acumen. For his Precedent-based portfolio, Covestor model manager Ward uses a combination of fundamental and technical analysis: Fundamental analysis is paramount […]
Douglas Estadt owns two Wall Street technology companies and webcasts thousands of CEO conference calls. One of his companies is Wall Street Media, where you can find daily videos with Estadt. Estadt manages Covestor’s Management Access model which is a Short term model (day trading) which buys credible growth stories and […]
Author: Michael Arold Model: Technical Swing Disclosure: Long SLV A major market anomaly is the “momentum effect,” which has been investigated by various academics throughout the last decade. Jegadeesh, one of the key researchers on the subject, formulated a simple definition of the momentum effect: “evidence indicates that stocks that perform […]