TWGP
5 posts
Author: Andrew Schornack Model: Financial Services Disclosure: Long TWGP, PBCT The month of April posted mixed results in the portfolio. While the portfolio outperformed the newly added benchmark SPSY (S&P Financials Index) by 2.13%, it underperformed the S&P 500 Index by 0.82% according to Covestor’s calculations. The existing portfolio as […]
Author: Andrew Schornack Model: Financial Services Disclosure: Long TWGP The portfolio experienced the first negative return month since August 2010. From September 2010 – February 2011, the model reported returns exceeding my expectations. As I mentioned in the first investment report in November 2009, the goal of the portfolio is […]
Author: Andy Schornack Covestor model: Financial Services Disclosure: Long LXP, NYB, CWH-D, FMER, TWGP February was the sixth straight month of model portfolio gains. A rising tide certainly lifts all boats, and this portfolio is no exception. However, I did spend particular time researching investments to position the portfolio into the […]