This week’s interview is with Covestor member John Mooney, aka mooney. John is an avid personal investor and author of the popular stock blog The Gnome of Zurich Investor. John invests in a range of areas but tends to hold a core set of stocks he believes to be undervalued […]
We received an E*Trade marketing email on friday advertising a new fund. The subject line sounded sensible: "how to survive an up-down market". But looking closer, there was no great insight. The conlcusion was to diversify. Less likely to help you to survive the market, than to better correlate to […]
Investopedia. For those of you who don't know the site - Investopedia.com is now a wholly owned subsidiary of Forbes Media. It is a tremendous resource for
After a short break for the holidays our weekly interviews with The Wall Street Transcript are back. This week’s interview is with Covestor member Mark Crennan, aka lycos14. As Mark says on his profile, he currently works as an analyst for a top 5 asset management firm, having invested […]
With very best wishes for the holiday season to our members, visitors, partners and friends from all of the team at Covestor!! (Not forgetting the newest member of our data team, born last wednesday 19th weighing in at an impressive 3.5kgs and already working hard on dividends…. )
This weeks interview is with Covestor member Andy Schornack, aka I3East. Andy currently works as an Associate Vice President at a community bank in the Minneapolis/St Paul area and invests in his spare time. Andy has a value focus – investing in small-mid cap stocks and in companies he understands. […]
An interesting round-table discussion was posted on 12.10 in Pensions and Investments (The Journal of International Money Management) about the changing face of value of investment management firms. It highlights how despite the credit crunch, there is continued client demand for alternative investments (i.e. hedge funds) which is driving both […]
The Interview this week is with popular stock blogger, and Covestor member, Lloyd Philip – aka Flatwallet. Lloyd is the author of the stock blog Get Rich or Blowout Tryin’. Lloyd’s focus is on short term day-trading opportunities arising from his technical analysis. He looks for unusual movements in particular […]
We are working hard to add new brokers for automatic import, and are delighted that four new brokers have just gone live on the site. On registration you can now select these in the drop down list, to have your account on Covestor update automatically. The four are: Merrill Lynch […]
This week’s Wall Street Transcript interview is with RIA and Covestor member Sean Hannon. Sean runs an Investment advisory firm, Epic LLC, and has 10 years financial services experience working for Goldman Sachs and JPMorgan. EPIC pursues four main investment strategies, Merger Arbitrage, Asset Allocation, Market Timing and Volatility. Sean […]
Over the coming weeks we will be announcing a number of partnerships which will both enhance the offering on the site but also raise the profile of our members across the web. The first of these is with leading Investment Club software provider Bivio.com Bivio is a powerful web-delivered application […]
This weeks interview is with Covestor member Don Bartell. Don has been investing for over 35 years and is now actively managing his portfolio with a view to his retirement. A former commodities broker, and a great character, Don uses detailed statistical analysis to make investment decisions. In his interview […]