As you’ve no doubt noticed, some portfolio managers on Covestor choose individual sectors to invest in within their portfolios. But some just look for strong, undervalued companies in any sector. This week we’ve seen quite a few new positions purchased by managers with these free-thinking portfolios. Manager Douglas Estadt, who […]
Investors seemed indecisive today as the Dow Jones Industrial Average fell and rallied over and over before committing fall this afternoon. Reports of weaker than expected housing sales in May (likely due to bank delays in approving new mortgages) as well as imminent financial reforms seemed to have investors running […]
The goal of portfolio manager Laureola's Dividend Payers model is to outperform the market by investing in companies that are undervalued. This portfolio makes sure to focus on dividend-paying companies with strong credit profiles. In general, the profile attempts to invest in U.S. companies only, although some exceptions are made. […]
Interesting new research out this week on Financial Advisors and their use of New Media. Unsurprisingly it shows that a growing use of the major social networks both for research and marketing. As referenced on the Socialware Blog, highlights of the study from American Century Investments include: 44% of advisors […]
Creative accounting is no match for Epic Advisors’ model Bottom Up Analysis. This portfolio takes away the unbridled optimism offered by creative accounting and looks deeper into the financial statements of each company to assess its value. Then, using a proprietary system, Bottom Up Analysis determines the best price at […]
Stocks seemed determined to soar today as the Dow Jones Industrial Average rose over 100 points from Friday’s close just minutes into the session. The Dow maintained a portion of its early morning gain most of the day but unfortunately, ominous mortgage news may have spooked investors resulting in an […]
The Dow Jones Industrial Average managed to maintain its delicate forward momentum to close at 10,450.64 today, an increase of 16.47 points. This combined with $7.65 billion in sales of HSBC, JPMorgan Chase, and Bank of America bonds have shown an increase in overall investor confidence. HSBC’s bond sales were […]
company operating in the ocean marine, other liability, aircraft and inland marine/fire sectors) improved and showed increased stockholder equity and net
A canceled BP Plc (NYSE: BP) dividend, bad news on jobs and manufacturing reports and possibility that BP might be attempting to secure a line of credit weren’t enough to keep the Dow Jones Industrial Average down on Thursday. It closed at 10,434.17 up 24.56 points from Wednesday. BP itself […]
As part of the site upgrade we have updated three important performance measures, to make it easier to understand what the managers are doing, and how Investments are performing for their subscribers. They should help you to better interpret what is happening in your account: Average Subscriber Performance (Avg. Sub): […]
According to a report released by Fitch Research today, as many as 75% of the homeowners who modified their home loans through the Home Affordable Modification Program (HAMP) and other loan modification programs will be in default again within the next 12 months. While this may have been anticipated by […]
Model manager Patrick Clark focuses on the current purchasing power of the dollar in his portfolio because he thinks that we are facing a period of inflation. He attempts to take all emotional decision making out of the equation when choosing stocks and attempts to be market-neutral. If you’ve ever […]