Piggyback investing has made it so easy for investors to mimic the moves of the best and brightest — and most successful — asset managers. The hardest part is figuring out whose portfolio moves to clone.
Today’s Bloomberg deals with the issue of super star, celebrity fund managers and a recent study into their performance. It [...]
The investment arm of leading investment community, Covestor (see my coverage of the firm), just pimped out its search functionality.
With the new changes, it’s easier to drill down on managed portfolios by strategy, return, and risk metrics. From the search results, investors can lean more about individual portfolios or allocate capital to them, via a [...]
We’ve written for a while that for certain purposes, Exchange Traded Funds (ETFs) are a better mousetrap.
As Mutual Funds 2.0, ETFs have introduced:
new ways to implement investing ideas (eg. country exposure to Poland, Chile, etc.)
made existing ideas easier to trade (leveraged long and short funds, buy-write strategies)
provided continuous pricing (unlike Mutual Funds that price [...]
Piggyback investing is the art/science of building portfolios based on mimicking the stock picks of some of the best superinvestors — asset managers who have exhibited long term market-beating results.
Early research (check out some here) has shown that investors can achieve similar returns by piggybacking as the can by investing directly with the asset managers [...]
John Dorfman, investor and Bloomberg columnist, has been following the 4 most popular and hated stocks among Wall Street analysts for the past 11 years.
According to Dorfman’s research:
For 11 of the past 12 years, I have studied the performance of analysts’ four favorite stocks, and the fate of the four they most scorned…Their favorites, on [...]
Morningstar announced yesterday its nominees for a new award Morningstar Fund Manager of the Decade.
According to Morningstar:
The Manager of the Decade award is not just about returns. We consider the risks assumed to achieve those results and take into account the strength of the manager, strategy, and firm’s stewardship. We also think it’s a greater [...]
kaChing announced yesterday (rather quietly — strange) that they have indeed — after months of discussion — launched their investment management arm. What that means is that investors can open up an Interactive Brokers account to mirror the activities of portfolio managers on kaChing.
From board member Andy Radcliffe who posted on kaching’s blog yesterday:
We now [...]
Today’s post is a guest post from Valuecruncher, a stock picking service that analyzes individual stocks via discounted cash flow analysis. We also like the accompanying blog which highlights the site’s methodology and applies it to specific stocks. You can read more about the methodology here and how it works in practice.
This guest post, in [...]
I’ve come to the conclusion that investors are insane.
Given who you are, you may have one of two responses to that statement of fact:
you agree
you say, “huh?”
If you find yourself agreeing that investors are insane, I’m preaching to the choir. If you don’t understand what I mean by that statement, be patient. I’ll explain.
I’m in [...]
For investors willing to put in the time to get accepted, there are a couple of great resources for serious investors to share their work in a closed community of experts. I reviewed SumZero here and of course, there is the Value Investors Club.
I’ve mentioned a couple of times that there is an expert community [...]
