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Protecting Capital During Down Markets (EEM, EFA, IEF, MUB)

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 […]

Archive

Protecting Capital During Down Markets (EEM, EFA, IEF, MUB)

by Yolander Prinzel
Published August 25, 2010
New Positions on Covestor—August 25th, 2010 (TLT, UBS)

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. […]

Strategies

New Positions on Covestor—August 25th, 2010 (TLT, UBS)

by Yolander Prinzel
Published August 25, 2010
“Revisiting a Stock Pick” Medtronic (MDT)

Sunday, 15 August 2010 Author:  Robert Freedland In the difficult market that we find ourselves, I also find it difficult to highlight new stocks that I find appropriate to include in this blog and possibly in my own portfolio.  Picking up an old copy of “100 Best Stocks to own […]

Strategies

“Revisiting a Stock Pick” Medtronic (MDT)

by Robert Freedland
Published August 25, 2010
Strategic Investment Partners Capital Appreciation ETF Model Monthly Investment Report (SSO)

Author: Paul MacNamara, Strategic Investment Partners Disclaimer:  Paul MacNamara owns SSO in his Covestor Capital Appreciation ETF model. August 12, 2010:  July marked our sixth consecutive month of outperforming the market and six out of seven months since inception under CV.  The market made a dramatic rebound in July even […]

Strategies

Strategic Investment Partners Capital Appreciation ETF Model Monthly Investment Report …

by Interactive Advisors
Published August 24, 2010
Dan Plettner SLS Coverage (SLS)

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 SLS Coverage (SLS)

by Dan Plettner
Published August 24, 2010
Model Manager Dan Plettner Reopens AOD Short (AOD)

Author: Dan Plettner Disclaimer: Dan shorts ( AOD ) in his Covestor Long/Short Opportunistic Model. 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 […]

Strategies

Model Manager Dan Plettner Reopens AOD Short (AOD)

by Josh Mohrer
Published August 24, 2010
Spotlight on New Managers—Week of August 23rd (LOPE, INMD, ECA)

Here are a few of the new managers we’ve added to the Covestor community. Bill Smith is a business man with an affinity for numbers. He has a 20-year history in trading and has used a quantitative analysis method to trade equities for the past decade. This method helps him […]

Archive

Spotlight on New Managers—Week of August 23rd (LOPE, INMD, ECA)

by Yolander Prinzel
Published August 24, 2010
New Positions on Covestor—August 24th, 2010 (DHG, JPM, PRX)

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

New Positions on Covestor—August 24th, 2010 (DHG, JPM, PRX)

by Dan Plettner
Published August 24, 2010
U.S. Markets Drop as July Home Sales Data is Released

According to a release today by the National Association of Realtors, sales of existing homes during the month of July dropped 27.2 percent. Total home sales are now at their lowest level since 1999, and single-family home sales are at their lowest since 1995. The home buying tax credits that […]

Archive

U.S. Markets Drop as July Home Sales Data is Released

by Yolander Prinzel
Published August 24, 2010
Long-Term Conservative Model Focuses on Cash Flow and Debt (APOL, BDX, RSG)

Covestor model manager Ryan Lee’s Long-Term Conservative model has a five year time horizon and takes a conservative approach to investing. When reviewing potential companies to add to the model, Lee looks for returns on invested capital, cash flow, debt and company growth. His goal is to buy at a […]

Archive

Long-Term Conservative Model Focuses on Cash Flow and Debt (APOL, …

by Yolander Prinzel
Published August 23, 2010
Equipment Financing Confidence Improves while U.S. Markets Drop (AIG)

On Friday, the Equipment Leasing and Finance Association (ELFA) issued a press release showing that their monthly confidence index for the equipment finance industry had increased slightly in August. In July, the index was at 57.6 and in August it rose to 58.2. Even in light of this increase, 73% […]

Archive

Equipment Financing Confidence Improves while U.S. Markets Drop (AIG)

by Yolander Prinzel
Published August 23, 2010
U.S. Markets Mixed after a Week of Conflicting Economic Indicators

U.S. markets were mixed today after a slew of mixed economic news and indicators this week curbed investor optimism and reignited fears of a double dip recession. Concerns over a double dip recession weren’t just contained to U.S. investors; Bloomberg.com reported this week that former Office for Budget Responsibility Chairman […]

Archive

U.S. Markets Mixed after a Week of Conflicting Economic Indicators

by Yolander Prinzel
Published August 20, 2010

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