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- Education Vanderbilt University
- Qualifications BA
- Job Title Financial Writer
- Industry Financial Services
- Investment Experience 30 Years
- Stock Diagnostics
James Roberts
Individual Investor
I am an individual investor with a background in research and analysis. I worked as a research analyst for a micro-cap value hedge fund for 8 years and then opted for semi-retirement while writing company research reports for StockDiagnostics.com.
Investment style
I carefully consider company fundamentals including cash flows, return on equity (ROE), and increasing sales when considering a potential stock for inclusion in my portfolio.
Investment models
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James Roberts StockDiagnostics
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
0.5%90 day
-
12.9%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-7.6% 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
Boulder Income Fund is my Berkshire proxy trade
17 May 2013
Boulder Income Fund has a 25% stake in Berkshire.
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