This week, Focal Point Management added SPDR EURO STOXX 50 ETF (FEZ) to their Quantitative Hedging model. This model invests in many different sectors and takes an adaptive, rotational approach to choosing investments. FEZ attempts to mirror the performance of the EURO STOXX 50 index, a Blue Chip index for […]
Covestor model manager Harsh Nahar takes a bottom up approach to identifying appropriate investments for his Bottom Up Concentrated model. He also looks for positions with price movements created by short-term irrationalities. The top holding in this model is Citigroup Inc (NYSE: C). In 2009, C’s net revenues increased to […]
As always, we’ve got a great list of new Covestor model managers for you to check out. Below you’ll get an overview of their background, model goals and objectives, subscription minimums and top holdings. Be sure to click the links for more detailed information. Raymond Stoudt is a retired Air […]
The Federal Deposit Insurance Corporation (FDIC) released the results of its second quarter survey of the national banking system today. The report (which you can read in its entirety here) has some good news, including the fact that quarterly earnings at banks are the highest they’ve been in almost three […]
Today we are going to look at the new positions added by just one Covestor model manager, Michael Arold, who bought two new positions in his Technical Swing model this week. One of the positions is ProShares UltraShort Russell 2000 ETF (TWM), which seeks to provide results that match 200% […]
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 […]
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 […]