We have been able to accomplish much of what we wanted during 2011 in the Covestor Relative Value portfolio.
2011 Archive
Dogs of the Dow crush it in 2011... here's the 2012 list
This strategy has outperformed the rest of the Dow by about 15% in 2011.
Emerging markets look cheap, based on forward earnings
The EM countries have less debt and a rising industrial and consumer base, in contrast to most of the developed world.
High-yielder Annaly is still attractive following its dividend cut
Four reasons why - and one caveat.
Look under the hood of that Emerging Markets ETF
Be sure to check the sector allocation of an ETF to see if it really accomplishes what you're out to achieve.
It pays to be the mouse
Individuals can get in and out of positions very fast, while institutions cannot.
Oracle's big miss is actually no reason to sell
The earnings announcement was discouraging, but there were some positive points.
Charles Sizemore in Wall Street Journal video interview: Buy Germany
The interview with the WSJ's Evan Newmark was a followup to Charles' MarketWatch article on investing in Germany at this moment of crisis in Europe.
Is Wal-Mart safe in a global downturn?
Here's why I believe Wal-Mart will continue to keep investors happy through the near future.
Best Buy and Supervalu continue to look attractive
I reduced the portfolio’s heavy concentration in MS at a positive gain to employ into BBY and SVU after significant drops in those positions.