For the Athena US Equity portfolio, Covestor model manager Athena Invest looks for twenty US stocks that are held by top equity managers. This portfolio’s current top holdings include Rite Aid (RAD), Sirius XM Radio (SIRI), and Hurco Companies (HURC) (as of end of day 3/16/11). On March 10, the RAD position […]
Strategies
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Author: Robert Gay, GEARS Model: Earnings Surprise Disclosure: Long ENER I created the Earnings Surprise Model to exploit the earnings surprise pattern in fundamental data. The components of the surprise pattern are rising sales growth, higher gross profit margins, high and falling SG&A expenses, lower financing costs and positive and […]
Author: Robert Gay, GEARS Model: Speedboat Disclosure: Long LYTS The Speedboat model is financially leveraged as a matter of policy. This characteristic can produce a higher degree of performance volatility, but is designed to contribute to superior returns over time. This return pattern is evident in the performance chart above. […]
Author: Andrew Laubie Covestor model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY The Russell 2000 Long-Short model has suffered through the market rally since November 2010, but we opened the month of March with strong performance on March 1 thanks to the leveraged short ETFs (TWM) (SRTY) in the portfolio. The […]
Craigmillar Energy Fund seeks to take advantage of the global energy sector’s trend toward decarbonization by investing in alternative energy companies. One of its holdings is the Market Vectors Nuclear Energy ETF (NLR). Given the turmoil in the nuclear energy industry following the Japanese earthquake and tsunami, I asked Craigmillar portfolio […]
Author: James Hofman Covestor model: Dividend Growth Disclosure: Long NOK, FTR, ENP,MRK, HCBK, LO *See important disclosures My dividend value model is a long-term focused portfolio that emphasizes both income and valuation. I look to take advantage of opportunities that arise from companies and sectors temporally falling out of favor. Once the […]
For Capital Ideas’ Macro Plus Income portfolio, the portfolio manager seeks securities suitable for income reinvestment before retirement. The model averages around 16 trades per month and its current top holdings include the SPDR S&P MidCap 400 ETF (MDY), Baltic Trading (BALT) and the SPDR S&P Semiconductor ETF (XSD) (as of […]
Author: Bristlecone Value Partners Covestor model: Large Cap Value Disclosure: Long DELL, XOM, VMC, APOL, PFE, CSCO, WMT, NRG, CX, S, EOG, MXIM *See important disclosures In February, the portfolio roughly matched January’s return, rising approximately 3% again, slightly lower than the S&P 500’s return for the month. Year-to-date as […]
Author: Robert Freedland Covestor model: Healthcare Disclosure: Long ISRG, BAX *See important disclosures During the month of February, 2011, the Healthcare model had a decent month, but slightly underperformed the S&P 500. I continued to fine tune the holdings of the Healthcare model and made a few changes into what I […]
Author: Mark Holder Covestor model: Opportunistic Arbitrage Disclosure: Long FCX, IBN, CCIH, RDWR, ATW, SHLD, PUDA, CEPH, MEE, ANR *See important disclosures After a disappointing January, February was a welcome return to outperforming the market. The model returned approximately 3% greater than the S&P500. The market remained strong even in […]
Author: Capital Ideas Covestor model: Macro Plus Income Model and ETF Only Model Disclosure: Long BALT, DNR, EMC, FXL, IYJ, IYW, JNK, KWK, MDY, NRGY, PDS, WY, XSD, MOO, MDY, XES, XSD We continue to view the US markets as more attractive than those markets overseas. Therefore we have liquidated our […]
Author: Robert Freedland Covestor model: Buy and Hold Value Disclosure: Long AMZN, COP, JCI, PRGO) *See important disclosures After waiting patiently with several positions that were lagging the market, I chose to ‘swap out’ several holdings that had short-term issues and moved into new positions in what appeared to be more […]