market appear to be improving gradually.” Meanwhile, core inflation readings are well within the Fed comfort level with restrained wage gains and the “output
Strategies
3507 posts
Author: Bristlecone Value Partners Model: Large Cap Value In April, the model portfolio’s value rose by about 2.7%, slightly lagging the S&P 500 monthly increase. Year-to-date as of end of day 4/30/11, the portfolio is up about 9% versus 9.1% for the S&P 500, including dividends. Most sectors rose in April, with […]
Manager: Conrad Leifur Model: S&P 500 Best of Breed The model returned 3.38% in April, roughly 0.5% ahead of the S&P 500. Positions that significantly outperformed their respective sectors and were therefore responsible for the outperformance were Intel (NASDAQ: INTC), Costco (NASDAQ: COST), Merck (NYSE: MRK), Sara Lee (NYSE: SLE), […]
Manager: Focal Point Management Models: Quantitative Broad Index, Quantitative Hedging April saw a continuing rally in the broad financial markets along with a continued decline in volatility. Our portfolios stayed on the long side; a low volatility environment makes tactical counter-move positioning difficult, and our portfolios will be bullishly positioned […]
Models: Deep Value, Earnings Growth, Opportunistic Value, Enterprise Value, Focus Value, Dividend According to Yahoo! Finance, the SP 500 index finished the
Manager: Sreeni Meka Covestor model: Long Term Value According to the recent employment report, non-farm payrolls added a quarter million jobs and unemployment stayed at 9 percent, which is one and a half percent lower than peak 2008 unemployment figures. First quarter GDP edged up a little, to $15 trillion […]
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 […]
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 […]