The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]
With concerns about a double dip recession rising and economic data showing waxing and waning recovery indicators, many investors are running toward the safety of bonds and bond funds. Covestor model managers understand that bonds and conservative exchange traded funds (ETFs) can offer less risk during downward economic slopes and […]
The Bureau of Economic Analysis released their Personal Income and Outlays report today. In the report, they indicated that consumer spending had increased by .4 percent in July, which was more than analysts expected. The report also notes a .2 percent increase in both personal income and personal disposable income, […]
The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]
In July, we introduced you to manager Focal Point Management and their Quantitative Hedging model. This week, Focal Point Management added PowerShares QQQ Trust Series 1 (QQQQ) to their quantitative model. Since this buy, 100% of the model is invested in QQQQ, a UIT meant to replicate the performance of […]
Capital Ideas has two successful models with Covestor—the Macro Plus Income model and the recently launched ETF Only model. Both have succeeded in beating the S&P 500 in recent months, so we thought we’d sit down with one of the founding principals to get some insight into their success. Covestor […]
The Bureau of Economic Analysis announced today that the pace of GDP had slowed to 1.6 percent in the second quarter of 2010, compared to the 3.7 percent it had grown the first quarter. This slowing pace of recovery brought about fresh concerns over a double dip recession. Federal Reserve […]
Leif Eriksen’s Performance with Protection model was designed with the goal of outperforming the market over the long run. But there’s more to the model than just that; Eriksen also attempts to protect capital by taking a top-down, fundamental approach and investing in high quality companies that have products or […]
The number of new unemployment claims fell by 31,000 last week according to a report by the U.S. Department of Labor. The reduction in claims was not substantial enough to indicate a strong improvement in the economy or job market, but it is good news nonetheless. The four-week moving average […]
As we mentioned yesterday, some bad news on the housing front knocked U.S. markets down a notch. Today, investors were either determined to find good deals or to play an active role in economic recovery. This activity sent The Dow Jones Industrial Average up 19.61 points to 10,060.06. The Nasdaq […]
Covestor model manager Navellier’s Allweather Premium model attempts to protect investors’ capital during down markets. They use alternative investment, large cap stocks, fixed income and ETFs to do so. This model tends to lag during up markets with returns of 20% or more. The top position in this model is […]
We talked about Braver Wealth’s Diversified model here, with its focus on ETFs and preserving capital. This week, Braver Wealth added iShares Barclays 20+ Year Treasury Bond Fund (TLT). TLT invests up to 90 percent of its assets in the index whose performance it’s trying to replicate—the Barclays Capital U.S. […]