The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]
GCS
6 posts
The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]
The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]
Disclaimers: Dan Plettner owns GCS and VXX in his Covestor Core Model. The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time […]
I thought I'd offer some bullet points for Covestor's contemplation regarding the five largest positions in the Taxable Income Model, in which I try to carry minimal interest-rate risk, relative to bond alternatives. OSM is an exchange traded note "bond", with unique inflation protection monthly coupon payments. It trades at […]
Closed-end funds often trade below their net asset value (NAV). This market inefficiency can offer a competitive advantage for both buy and hold investors and short sales because it allows the investor to buy the fund at a discount. Dan Plettner’s model, Long/Short Opportunistic, exploits these inefficiencies and holds or […]