Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
I am an active investor with a decade of experience. My goal is to buy stocks with long-term value and to avoid unnecessary risk. I hold both B.S. and M.S. degrees from Stanford University and work full-time as a software engineer.
My strategy requires patience. I wait for the opportunities that I believe are the right ones. Then I back up my decisions with mathematical evidence. I evaluate each investment to determine how it would fit in with my existing portfolio and look carefully at potential risk factors.
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
I pounced when Apple fell below $425
11 March 2013
Apple has a low PE, an incredible balance sheet, and potential for further growth.
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