For his Performance with Protection portfolio, Covestor model manager Leif Eriksen takes a top-down fundamental approach that favors large- and mid-cap companies. His goal is to outperform the market over the long run while protecting capital. Current top positions include Qualcomm Inc (QCOM), Devon Energy Corp (DVN), and NxStage Medical […]
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Author: Leif Eriksen Covestor model: Performance with Protection Disclosure: Long TOT, ESV, CSCO, ITW, TEF *See important disclosures “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the […]
Author: Leif Eriksen Covestor model: Performance With Protection Disclosure: Long BRK.B, DOV, and VZ * See important disclosures I have fared slightly better than the S&P 500 so far in 2011, thanks to strong showings from a handful of stocks including QCOM and ATHR (acquired by QCOM in January). As […]