ROIC – Smarter Investing

Income investors shouldn’t panic as rates rise

Even with rates rising, a dividend growth strategy still makes sense if done right.

Strategies

Income investors shouldn’t panic as rates rise

REIT and MLP shares have taken a hit. But they still have potential long term.

Strategies

After the bloodletting: Are REITs and MLPs still a buy?

For his Mid-Cap Fundamentals portfolio, Covestor model manager John Ballard uses a long term buy-and-hold strategy. Ballard averages 19 trades per month, and this portfolio’s current top holdings include Markel Corp (MKL), Activision Blizzard (ATVI), Apple (AAPL), Retail Opportunity Investments (ROIC) and Seabridge Gold (SA) (as of end of day […]

Strategies

What Covestor managers are buying: Tupperware Brands (TUP)

I’m getting defensive: Here’s why and how – J. Ballard

Author: John Ballard Covestor model: Mid-Cap Fundamentals Disclosure: Long ACTI, MKL, AAPL, ATVI, NFLX, AMZN, ROIC, Y, SA, PHYS * See important disclosures In February I liquidated several small positions that I considered, overall, somewhat speculative. They were my least favorite ideas and therefore were the first to go as […]

Strategies