Covestor manager Charles Sizemore – manager of the Dividend Growth, Strategic Growth Allocation and two other Covestor models – went on CNBC last week to discuss eBay’s earnings (he’s bullish on the stock, though he doesn’t currently own it in any of his Covestor portfolios), Apple and Microsoft. The full video is embedded below:
The Dividend Growth portfolio selects dividend-paying stocks that I believe will provide an attractive income over the next decade and beyond. I believe a fundamental shift in investor preferences is occurring that favors income over growth. This is due, in part, to the aging of America’s Baby Boomers. At the same time, I see traditional income investments such as bonds and certificates of deposit currently offering unattractive yields that are quite low.
- S&P 500
Strategic Growth Allocation
The Strategic Growth Allocation portfolio is Sizemore Capital’s answer to traditional asset allocation. It invests primarily using ETFs. The portfolio is appropriate for risk-averse investors that prefer a more passive "buy and hold" strategy that is consistent with their risk and return goals. My goal is to achieve returns comparable to the S&P 500 Index while potentially taking on less risk.
- S&P 500