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Focal Point Management September Investment Report (SPY, KBE, OIH, LQD, JNK)
Author: Amin Khakiani Disclaimer: Amin Khakiani does not own SPY, KBE, OIH, LQD or JNK in his Covestor Quantitative Hedging Model August 30, 2010: After a strong July, August was a choppy month for the equity markets. Our models performed in line with choppy market environment. Our technical indicators led to us to hedge our ... read more
Manager Commentary Covestor Live on 2 Sep 2010
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American Values September Investment Report (SYY, TSN, ANDE)
Author: Carter LeCraw, CFP Disclaimer: American Values does not hold SYY, TSN or ANDE in its Covestor American Heroes Model. "A hero is a man who does what he can" -Romain Rolland August 30, 2010: When Gustus Bozarth was captured on video he captured the hearts of Americans. Gustus is the homeless man who "rescued" ... read more
Manager Commentary Eric Esterkin on 2 Sep 2010
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The Dow Gains More Than 250 Points on Manufacturing News (AAPL, NFLX, SNE, BKC, VZ)
The Institute for Supply Management released their August 2010 manufacturing report today, and the report shows that 11 of 18 total manufacturing industries grew in August. Additionally, PMI (the Purchasing Managers Index) rose to 56.3 in August. PMI is considered an important economic indicator because its number can indicate the beginning and end of a ... read more
Uncategorized Yolander Prinzel on 1 Sep 2010
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New Positions on Covestor—September 1st, 2010 (FEZ, UCO, DGIT)
This week, Focal Point Management added SPDR EURO STOXX 50 ETF (FEZ) to their Quantitative Hedging model. This model invests in many different sectors and takes an adaptive, rotational approach to choosing investments. FEZ attempts to mirror the performance of the EURO STOXX 50 index, a Blue Chip index for companies in the Eurozone. FEZ ... read more
Positions Yolander Prinzel on 1 Sep 2010
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A Bottom Up Approach with Short-Term Price Movement (C, BLK, PM)
Covestor model manager Harsh Nahar takes a bottom up approach to identifying appropriate investments for his Bottom Up Concentrated model. He also looks for positions with price movements created by short-term irrationalities. The top holding in this model is Citigroup Inc (NYSE: C). In 2009, C’s net revenues increased to $111 billion, up from the ... read more
Manager Spotlight Yolander Prinzel on 1 Sep 2010
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Spotlight on New Managers—Week of August 30th (EMC, ATPG, WCRX)
As always, we've got a great list of new Covestor model managers for you to check out. Below you'll get an overview of their background, model goals and objectives, subscription minimums and top holdings. Be sure to click the links for more detailed information. Raymond Stoudt is a retired Air Force Officer and a graduate ... read more
Manager Spotlight Yolander Prinzel on 31 Aug 2010
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Positive News in both Banking and Housing Leaves U.S. Markets Mixed (SKS, AAPL)
The Federal Deposit Insurance Corporation (FDIC) released the results of its second quarter survey of the national banking system today. The report (which you can read in its entirety here) has some good news, including the fact that quarterly earnings at banks are the highest they’ve been in almost three years. In addition, the number ... read more
Uncategorized Yolander Prinzel on 31 Aug 2010
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New Positions on Covestor - August 31st, 2010 (TWM, SKF)
Today we are going to look at the new positions added by just one Covestor model manager, Michael Arold, who bought two new positions in his Technical Swing model this week. One of the positions is ProShares UltraShort Russell 2000 ETF (TWM), which seeks to provide results that match 200% of the inverse of the ... read more
Positions Yolander Prinzel on 31 Aug 2010
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Claymore Dividend & Income Fund (DCS): Closed End Fund details matter. Barron's Misses the Mark
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 that uses Dan Plettner’s data ... read more
Manager Commentary Dan Plettner on 31 Aug 2010
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Conservative Covestor Models Featuring Bonds and Bond Funds (IEF, AGG, MBB, TEI)
With concerns about a double dip recession rising and economic data showing waxing and waning recovery indicators, many investors are running toward the safety of bonds and bond funds. Covestor model managers understand that bonds and conservative exchange traded funds (ETFs) can offer less risk during downward economic slopes and can provide helpful hedges in ... read more
Manager Spotlight Yolander Prinzel on 31 Aug 2010
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