Manager: Gerry Wollert Model: Rebound Mutual Fund Trader The month of April started on a down trend. And then, mid-month, the markets changed direction and trended higher for the balance of the month. This positive performance was encouraging given the continued civil unrest in Northern Africa and the Middle East […]
Strategies
3489 posts
yield. To accomplish this the strategy has two components: a high dividend stock component and a trading component that trades the SPDR Barclays Capital High
Manager: Don Peters Model: QFT Long Short My long/short model buys stocks with strong fundamentals and technicals and shorts stocks with weak fundamentals and technicals. The strategy is currently (as of 5/9/11) 70% long and 30% short. Despite the continuing bull market, I will always maintain an allocation on the […]
Covestor manager Dan Plettner seeks to exploit inefficiencies in Closed-End Funds and other under-followed exchange-traded securities across multiple asset categories. Dan holds SunAmerica Focused Alpha Growth Fund, Inc. (NYSE: FGF) and SunAmerica Focused Alpha Large-Cap Fund, Inc. (NYSE: FGI), two closed-end funds, in his Covestor Core, Well-Intentioned Activism and Long/Shore Opportunistic […]
Manager: Patrick Clark Model: Market Neutral Growth I will start this commentary by updating last month’s comments on the Yen. The CurrencyShares Japanese Yen ETF (NYSE: FXY) has moved steadily higher since last month. The Yen is strengthening, which is a very good indicator for Japan in my view. I […]
Manager: Gehman Capital Model: Undervalued Growth Companies Last Month I wrote that “The stocks in my portfolio got hammered in March.” I concluded that “I think profits and future projections will cause the portfolio to move to levels even higher than in the past.” Seven of the stocks in the […]
Manager: Bob Freedland Models: Buy and Hold Value On May 13, 2011, I purchased shares of Danaher (NYSE: DHR) for the model. I would like to share some of my observations and things that made this stock attractive to me. According to the Yahoo profile on Danaher, the company …designs, manufactures, […]
Manager: Ben Dickey, BSG&L Financial Services Model: Pure Growth and Growth Plus Income The U.S. economy is slowly gaining momentum, but it is still too slow to reduce unemployment. My belief is that the U.S. economy will stay slow and will expand at an annual rate of about 2%. The one […]
Manager: Cheng Yuan Model: Value with Catalyst April was another lethargic month for my model portfolio. The opportunity that I have been waiting for did not come. So I continue to hold on to cash. Despite the inactivity, the portfolio rode the mild market ebb and flow to end up about 1% […]
Manager: Tom Konrad Covestor model: Alt Energy Stocks Disclosure: Long RAMPF, NGPLF, MGMXF, PUOPF Which company might snatch battered Nevada Geothermal Power out of the scratch-and-dent bin for a song? When Raser Technologies (OTC: RZTI) declared bankruptcy at the end of April, I shrugged it off. I saw the writing on the wall […]
Manager: Leif Eriksen Covestor models: Performance with Protection and Global Growth Brands I made a few changes to my portfolio and, most importantly, a resolution to avoid chasing performance in the current market. Investors rarely make money trying to figure out where the market is going in the short term. […]