model for Covestor, Undervalued Growth Companies, identifies those companies with a unique product and the financial resources to withstand economic stress but
The International Equities model managed by Robert Giannini takes a quantitative and systematic approach to investing in international equities. The model hedges against downside risk from long exposure by using broad market ETFs. International Equities is rebalanced monthly and generally holds from three to ten international ETFs. When a position […]
The China & India model, managed by Joseph Agresti, is focused on Chinese and Indian securities that are traded on U.S. exchanges. Agresti uses fundamental analysis and a momentum-based approach to choose positions for the model. The model generally has between three and ten positions and uses commodities to hedge […]
The Analytic Investment model seeks to take advantage of equity mispricing opportunities caused by market inefficiencies. Last month, Amtech Systems Inc (NASDAQ: ASYS) was added to the model. ASYS’ stock price had been climbing pretty steadily over the past six months. According to Yahoo! Finance, on June 29th ASYS had […]
In manager Richard Moore’s Market Comparables model, a long-refined financial model is used to help find companies based on relative price movement and valuations over time. From there, Moore looks at each company’s financial forecast to get an idea of their potential for earnings growth. This month, Moore added several […]
Undervalued Growth Companies model manager Gehman Capital attempts to build a diversified portfolio of undervalued stocks within the model. Their goal is to maximize returns and add undervalued companies that have a unique product, are in a growth industry and that have sufficient financial resources to withstand some economic stress. […]
Ronald Guerrini attempts to outperform the S&P 500 and Nasdaq 100 while picking positions that will have less volatility and shallower drawdowns in his Breakouts and Reversals model. The model has a multi-day holding approach that focuses on breakouts and reversals. This month, he added power and automation company Abb […]
In the Precedent-Based model managed by John Ward, the goal is to minimize risks while combining fundamental analysis with market timing strategies that stem from technical analysis. Recently, additional shares of Netflix Inc (NASDAQ: NFLX) were added to the model. NFLX has recently changed its membership options, adding a streaming […]
The day after Federal Reserve Chairman Ben Bernanke’s rare interview with CBS’ 60 Minutes aired, U.S. markets were relatively quiet with no major swings up or down. The interview (which can be found here) was intended to answer critics of the Fed’s $600 billion treasury buying plan for quantitative easing. […]
Another good effort to visually explain the credit crisis that led to the 2008 meltdown, but I think Jonathan Jarvis’ The Crisis of Credit retains its crown as the top animation for this all important story.
President Obama’s proposal to extend the Bush tax cuts along with unemployment benefits, child tax credits, business tax cuts and the Making Work Pay credit seemed to have made investors relatively optimistic today, and the Dow Jones Industrial Average remained above last night’s close of 11,362.19 almost all day. The […]