Call 1.866.825.3005 for more information
- Job Title Jen Sokira, Editor & Walt Sokira Publisher
- Industry Financial Services
- Founded 2011
- Company Name Focused Stock Research
- Number of Employees 2
-
Website
https://fsr.bloomfire.com -
Twitter
http://twitter.com/#!/Fo… - 2824 Steet Flag Way
- Stow
- Ohio
- 44224
- Focused Stock Research company …
Focused Stock Research
Individual Investor
Jennifer K. Sokira is editor and Walter J. Sokira is publisher of subscription service Focused Stock Research. Walt Sokira is also an entrepreneur, money manager, educator and public speaker. Walt earned his MBA from Kent State University. He currently teaches undergraduate and MBA courses at Case Western Reserve University's Weatherhead School of Management.
Investment process
We will invest in the best ideas from the Focused Stock Research buy list. You can find more information on Focused Stock Research at https://fsr.bloomfire.com.
Our Focused Stock Equity Income model invests in common stocks, preferred stocks, MLPs and REITs. Stocks are evaluated using a blend of value and growth principles, however the main emphasis is yield. Therefore, the majority of this model's return is expected to come from the holdings high-yields. While seeking some appreciation potential the model assumes that the investment capital can be recovered over time as securities are sold. Simply, winners and losers will net-out.
Company background
Focused Stock Research is a multidimensional investment research and investment education solution that enables both new and experienced investors to make timely, better-informed decisions when investing in individual stocks. It provides a wealth of focused financial information, intelligently presented online, plus objective research, insightful commentary, price projections, and other insightful analysis.
Investment models
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Focused Stock Focused Stock Equity Income
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography US
- Style Yield
Performance-
5.4%90 day
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27.9%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5005.0% 12 months
Important Information
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
Covestor managers buy retail stocks despite scary headlines
10 July 2012
Covestor managers are still scooping up select retail stocks -- doubling down in some instances-- despite a new landslide of worrying data for the group.
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