For the Macro Plus Income portfolio, Covestor model manager Capital Ideas, a Texas based RIA co-founded by CJ Brott (pictured), aims to provide current income for investors who are five years either side of retirement. That is, we try to invest in securities suitable for income reinvestment before retirement. However, after […]
Jeremy Zhou manages Covestor’s Biotech and Medtech portfolio, which launched just recently. He brings to his investing a strong background in nutrition, toxicology and finance: his academic background includes a B.S. degree in Nutrition & Toxicology and a Masters of Public Health (MPH) with an emphasis on Epidemiology from UC Berkeley. […]
Turbotax produced this infographic that breaks down the U.S. government’s spending, how it’s changed in the last decade, and what it could look like in 2012, based on the proposed 2012 Presidential budget. Drag the scissors across the dates, then mouse over the sections of the dollar to see the […]
Michael Arold, based in Germany, aims to exploit market inefficiencies using a momentum-based trading strategy. He has a strong engineering background and currently works in the software industry. Here’s how Michael’s Covestor model, Technical Swing, works: Using multiple technical indicators, this model surveys movements in the market and the sectors […]
Online retailer Amazon (NASDAQ: AMZN) launched a cloud-based music locker on Wednesday. From the company’s press release, the service is designed to enable customers to securely store music in the cloud and play it on any Android phone, Android tablet, Mac or PC, wherever they are. Customers can easily upload […]
For his Anticitrade portfolio, Covestor Model Manager Spencer Mann uses a computer algorithm to value over 4,000 stocks on ten different fundamental criteria to create a relative ranking for those most suitable for the portfolio. Mann has an engineering background. He did a BS degree at Utah State University in […]
Bin Hong is one of Covestor’s new managers. He is a California based long term equity investor who focuses on both fundamental and technical indicators. He has held positions as research head of a commercial bank and as risk manager of trading desks. For his Long-Short Macro Trends portfolio, Hong combines fundamental and […]
Harvard economic historian Niall Ferguson went on Consuela Mack’s Wealthtrack this week to describe the fall of the West. He starts by naming the six killer apps (his term) that brought the West to prominence over the past 500 years, then explains China and India’s rise due to “downloading those […]
“Don’t invest in a fund where the manager has access to your assets,” says John Hempton, straight up, in response to Rob Curran’s WSJ article on hedge fund due diligence. Hempton, who runs Australia-based hedge fund Bronte Capital, says Curran’s piece “is so misguided as to be comical” and explains […]
Tarquin Coe, based in New Rochelle, NY, is the editor of The Coe Report, a brand of Chartcraft Inc. Chartcraft is a provider of market research and technical analysis, founded in 1947 by A.W. Cohen and a developer of many analytical tools still in broad use (e.g. the NYSE Bullish […]
John Frankola is the founder of Vista Investment Management, a Pittsburgh, PA based registered investment advisor that manages assets for high net worth individuals and institutional clients. As of January 2011, the firm has approximately $40 million under management. John has 33 years of experience in investment management, and previously […]