VXX
37 posts
SWAN Asset Management discusses its methods of providing investors peace of mind during uncertain times.
Covestor manager Robert Zingale shares his reasons for maintaining his short position against the VXX.
Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Disclosure: Short PST, VXX *See important disclosures February 2011 was a good month for the Alpha Trapper model. It was the first month since the model’s inception in December that its results really demonstrated the value of a hedging strategy. The first half […]
In his Price Volatility Volume model, manager William Smith uses quantitative analysis to find equities that have been overbought or oversold. Recently, he added Exact Sciences Corp (NASDAQ: EXAS) to the model. EXAS, a colorectal cancer-focused molecular diagnostics company, recently had a jump in stock price. On August 24th EXAS […]
It has become accepted wisdom that the stock market will move in an inverse relationship to the dollar. That is exactly what happened last month as the dollar index fell and the stock market rose sharply.
Our approach to this summer’s range bound market proved far too defensive for the record setting advance in September. Early in the month we sold most of our fully priced momentum based securities in the Income Plus account.
John Ballard’s Mid-Cap Fundamentals model focuses on the best companies in under-capitalized sectors. Ballard uses a fundamental approach and looks for strong balance sheets and high returns on capital. Recently, he added Sirius XM Radio Inc (NASDAQ: SIRI) to the model. SIRI’s total assets dropped slightly in 2009, going from […]
model, Michael Arold surveys market movement and technical indicators while taking advantage of short-term price swings and positions that have been over
The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]
Capital Ideas has two successful models with Covestor—the Macro Plus Income model and the recently launched ETF Only model. Both have succeeded in beating the S&P 500 in recent months, so we thought we’d sit down with one of the founding principals to get some insight into their success. Covestor […]
Leif Eriksen’s Performance with Protection model was designed with the goal of outperforming the market over the long run. But there’s more to the model than just that; Eriksen also attempts to protect capital by taking a top-down, fundamental approach and investing in high quality companies that have products or […]