Investment Models, Page 9

173 investment model(s)

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Leif Eriksen Global Growth Brands
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- Approach Fundamental, Growth
- Asset class Equity
- Geography US
Performance
- 3.0%
  90 day
- 26.9%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

25.7% 12 months

4
1.1% fee
James Roberts Fortune's Most Admired Companies
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- Approach Fundamental
- Asset class Equity
- Geography US
Performance
- 2.7%
  90 day
- -0.1%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

-1.8% 12 months

3
1.1% fee
Robert Freedland Sustained Momentum
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- Approach Fundamental
- Asset class Equity
Performance
- 2.3%
  90 day
- -
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

0.8% S.I.

3
0.8% fee
Tom Schlegel Disruptive Game-Changers
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- Approach Fundamental, Growth
- Asset class Equity
- Geography Global
Performance
- 2.1%
  90 day
- 0.2%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

3.6% 12 months

4
1.1% fee
James Roberts Best Ideas
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- Approach Fundamental
- Cap Bias Large caps
- Geography US
Performance
- 2.0%
  90 day
- -
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

-2.8% S.I.

5
1.1% fee
Dan Plettner Pure Short Opportunistic
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- Approach Fundamental, Long/Short, Specialist knowledge
- Asset class Multi Asset Class
- Geography Global
Performance
- 1.6%
  90 day
- -9.5%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

-16.1% 12 months

5
2.3% fee
Stone Fox Capital Net Payout Yields
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- Approach Fundamental, Yield Focus
- Asset class Equity
- Cap Bias Large caps
- Geography US
Performance
- 1.3%
  90 day
- 6.3%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

8.9% 12 months

2
1.1% fee
Swan Hedged Equity
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- Approach Fundamental
- Asset class Equity
- Geography US
Performance
- 1.2%
  90 day
- -2.7%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

-6.1% 12 months

1
1.1% fee
Vinay Munikoti Interest Rates and Currencies
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- Approach Quant/Technical
- Asset class Currencies, Debt
- Geography Global
Performance
- 0.9%
  90 day
- 8.6%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

2.6% 12 months

2
2.3% fee
Rahul Diddi Diversified Target Yield Bond ETFs
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- Approach Fundamental, Yield Focus
- Asset class Debt, Equity
- Geography Global
Performance
- 0.8%
  90 day
- 4.7%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

2.8% 12 months

2
0.5% fee

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Important information

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

Performance for the model manager’s account has been calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

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173 investment model(s)

Leif Eriksen Global Growth Brands

James Roberts Fortune's Most Admired Companies

Robert Freedland Sustained Momentum

Tom Schlegel Disruptive Game-Changers

James Roberts Best Ideas

Dan Plettner Pure Short Opportunistic

Stone Fox Capital Net Payout Yields

Swan Hedged Equity

Vinay Munikoti Interest Rates and Currencies

Rahul Diddi Diversified Target Yield Bond ETFs

About investing

About Covestor

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173 investment model(s)

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Leif Eriksen Global Growth Brands /* <![CDATA[ */ Info.add($("#uid-2").get(), "Top down, global trend based approach to picking growth stocks and ETFs. Favors small to mid-cap stocks. Goal is to outperform the market by early identification of growth opportunities. "); /* ]]> */

Robert Freedland Sustained Momentum /* <![CDATA[ */ Info.add($("#uid-6").get(), "A concentrated group of ten stocks selected out of a larger group of approximately fifty stocks that I follow for high growth and technical performance, along with good underlying fundamentals. "); /* ]]> */

Dan Plettner Pure Short Opportunistic /* <![CDATA[ */ Info.add($("#uid-12").get(), "The Pure Short Opportunistic model is an ambitious, short-only portfolio that targets total return. "); /* ]]> */

Stone Fox Capital Net Payout Yields /* <![CDATA[ */ Info.add($("#uid-14").get(), "Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases. "); /* ]]> */

Vinay Munikoti Interest Rates and Currencies /* <![CDATA[ */ Info.add($("#uid-18").get(), "Quantitative strategy providing exposure to movement in interest rates and currencies. Daily investment decisions derived from multiple macro-economic forecasting models and momentum systems. "); /* ]]> */

Rahul Diddi Diversified Target Yield Bond ETFs /* <![CDATA[ */ Info.add($("#uid-20").get(), "The objective of the model is to generate a consistent 5-6% income using a diversified portfolio of bond ETFs and closed-end funds with a target rating of a low risk (single A) portfolio. "); /* ]]> */

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About investing

About Covestor

On twitter

Leif Eriksen Global Growth Brands

Robert Freedland Sustained Momentum

Dan Plettner Pure Short Opportunistic

Stone Fox Capital Net Payout Yields

Vinay Munikoti Interest Rates and Currencies

Rahul Diddi Diversified Target Yield Bond ETFs