Skip to content
Smarter Investing
Back Home
by InteractiveAdvisors
  • Outlook
  • Strategies
  • Sustainability
  • Reflections
  • About
  • Search
Back Home
by InteractiveAdvisors
  • Outlook
  • Strategies
  • Sustainability
  • Reflections
  • About
Covestor Live Interview with James Hofmann (FTR, MRK, VZ)

Covestor Model manager James Hofmann’s Dividend Growth model has not only outperformed the S&P 500 for the past two months, but it has also managed a 9.24 percent return in July. We sat down with James to learn more about his investing decisions and to find out how he finds […]

Archive

Covestor Live Interview with James Hofmann (FTR, MRK, VZ)

by Yolander Prinzel
Published September 7, 2010
Dan Plettner Taxable Income September Monthly Investment Report (GRX, DHG, GS, JPM, JWF, KEY, FTB, OSM)

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 […]

Strategies

Dan Plettner Taxable Income September Monthly Investment Report (GRX, DHG, …

by Dan Plettner
Published September 3, 2010
Dan Plettner Core Model September Monthly Investment Report (GCS, AWP, VXX, VXZ, JPM, WPK)

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 […]

Strategies

Dan Plettner Core Model September Monthly Investment Report (GCS, AWP, …

by Dan Plettner
Published September 3, 2010
U.S. Markets End the Week On a Positive Note (M, JCP, ME, ORCL)

The Department of Labor released August’s employment numbers on Friday. Overall, August saw a gain of 67,000 jobs in the private sector, a number that exceeded expectations. Although the unemployment rate also increased to 9.6 percent, the news was not devastating because most of that increase was the result of […]

Archive

U.S. Markets End the Week On a Positive Note (M, …

by Yolander Prinzel
Published September 3, 2010
New Positions on Covestor—September 2nd, 2010 (SNDK, CROX)

Covestor model managers Epic Advisors added a couple of new positions to their Bottom Up Analysis Agg model this week. In this model, Epic Advisors uses fundamental analysis and market timing when determining which positions to add. The model is aggressive and mixes core, long-term hold purchases with day trading […]

Strategies

New Positions on Covestor—September 2nd, 2010 (SNDK, CROX)

by Yolander Prinzel
Published September 3, 2010
A Day of Good Economic News Helps U.S. Markets Rise (COST, JCP, M, HPQ, DELL)

The National Association of Realtors (NAR) released the July results for the Pending Home Sales Index today. Thanks to contracts for home sales signed in July, the index rose 5.2 percent. The chief economist for the NAR said that home sales will still be “soft” in the coming months. This […]

Archive

A Day of Good Economic News Helps U.S. Markets Rise …

by Yolander Prinzel
Published September 2, 2010
Patrick Clark September Investment Report (UUP, IYR)

Author: Patrick Clark Disclaimer: Patrick Clark does not own UUP or IYR in his Covestor Market Neutral Growth Model. August 30, 2010: The overall market continues to look bearish technically. As the market moves lower, my trading rules have reduced my long bias which currently stands at 25%. I expect […]

Strategies

Patrick Clark September Investment Report (UUP, IYR)

by Interactive Advisors
Published September 2, 2010
Harloff Capital September Investment Report

Author: Gary Harloff Harloff to the Fed: We Need Mo Money Disclaimer: Gary Harloff does not own VMW, AZO, HWK or BIN in this Opportunistic ETF model. August 30, 2010: The big picture is that the Fed is promoting low interest rates and low money supply. The former is to […]

Strategies

Harloff Capital September Investment Report

by Interactive Advisors
Published September 2, 2010
BSG&L Financial September Investment Report (PVR, WHX, LINE, KMP, ANH, RSO, CAT, BUCY, JOYG, UTX)

Author: Ben Dickey Disclaimer: Ben Dickey owns LINE, KMP, CAT, BUCY, UTX in his Covestor Growth Plus Model and LINE and UTX in his Covestor Pure Growth Model. August 30, 2010: This summer has been troublesome for investors. Healthcare Reform, Financial Regulation, and other government requirements have stymied the economy […]

Strategies

BSG&L Financial September Investment Report (PVR, WHX, LINE, KMP, ANH, …

by Interactive Advisors
Published September 2, 2010
Focal Point Management September Investment Report (SPY, KBE, OIH, LQD, JNK)

Author: Amin Khakiani Disclaimer: Amin Khakiani does not own SPY, KBE, OIH, LQD or JNK in his Covestor Quantitative Hedging Model August 30, 2010: After a strong July, August was a choppy month for the equity markets. Our models performed in line with choppy market environment. Our technical indicators led […]

Strategies

Focal Point Management September Investment Report (SPY, KBE, OIH, LQD, …

by Interactive Advisors
Published September 2, 2010
American Values September Investment Report (SYY, TSN, ANDE)

Author: Carter LeCraw, CFP Disclaimer: American Values does not hold SYY, TSN or ANDE in its Covestor American Heroes Model. “A hero is a man who does what he can” -Romain Rolland August 30, 2010: When Gustus Bozarth was captured on video he captured the hearts of Americans. Gustus is […]

Strategies

American Values September Investment Report (SYY, TSN, ANDE)

by Eric Esterkin
Published September 2, 2010
The Dow Gains More Than 250 Points on Manufacturing News (AAPL, NFLX, SNE, BKC, VZ)

The Institute for Supply Management released their August 2010 manufacturing report today, and the report shows that 11 of 18 total manufacturing industries grew in August. Additionally, PMI (the Purchasing Managers Index) rose to 56.3 in August. PMI is considered an important economic indicator because its number can indicate the […]

Archive

The Dow Gains More Than 250 Points on Manufacturing News …

by Yolander Prinzel
Published September 1, 2010

Our Newsletters

By pressing Subscribe, I understand I will receive the Smarter Investing newsletter by email from Interactive Advisors, and I can unsubscribe at any time by using the links provided in those emails. I agree to Interactive Advisors Privacy Policy on our Forms and Agreements page.

✔ Thank you for requesting to receive the Smarter Investing newsletter by email. You may unsubscribe at any time by using the unsubscribe link provided at the bottom of each newsletter or by emailing us at clientservices@interactiveadvisors.com.

✘ Subscription failed. Please check you have entered a valid e-mail address.

Recent articles

  • The New Gold Story: Who’s Buying, and Why?
    The New Gold Story: Who’s Buying, and Why?
    4 days ago
  • Positive Indicators Lift Stocks into May
    Positive Indicators Lift Stocks into May
    4 days ago
  • UK Economy Faces Substantial Risks Ahead
    UK Economy Faces Substantial Risks Ahead
    2 weeks ago
  • Navigating Volatility: Corporate Strategies in 2025
    Navigating Volatility: Corporate Strategies in 2025
    2 weeks ago
  • US Tariffs Break the USD Bull Case
    US Tariffs Break the USD Bull Case
    2 weeks ago
  • Bullish Options Positioning Sets High Bar for This Week’s Earnings
    Bullish Options Positioning Sets High Bar for This Week’s Earnings
    2 weeks ago
  • Pale Blue Dot Calling
    Pale Blue Dot Calling
    3 weeks ago
  • Market Slips as Q1 Reports Arrive
    Market Slips as Q1 Reports Arrive
    3 weeks ago

Posts navigation

  • Newer posts Newer posts
    • 1
    • …
    • 487
    • 488
    • 489
    • …
    • 514
  • Older posts Older posts

Covestor Ltd, also known and doing business as Interactive Advisors, is an Interactive Brokers Group Company. It is an investment advisor registered with and regulated by the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

The content of the Interactive Advisors blog includes commentaries written by third-party portfolio managers, freelance writers and Interactive Advisors employees and does not necessarily represent the opinions of Interactive Advisors or any of its officers, directors, employees or staff. The content, whether or not provided by Interactive Advisors, is offered for informational purposes only, does not constitute investment advice, and is not an offer to buy or sell any security. The content of this blog is not a substitute for obtaining professional financial advice from a qualified person or firm. For additional information or questions about this blog, please contact editorial@interactiveadvisors.com.

For more information and disclosures about the Smarter Investing blog, view our legal disclosures.

© Covestor, 2025. All rights reserved

Designed with the Customizr theme