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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 worked for a micro-cap value hedge fund as a research analyst for 8 years and then opted for semi-retirement while writing company research reports for StockDiagnostics.com and managing rental real estate for my former boss at the hedge fund
Investment style
The models will be driven by fundamental factors, including cash flows, ROE and increasing sales as applied to a particular universe of stocks.
How I got started
My father paid me for reading books of his choice rather than giving me an allowance when I was in high school. Most were non-fiction dealing with business, especially the stock market. I began investing on my own at 16. I was hired as a registered representative for a Wall St. investment broker at age 23.
Personal Interests
Tennessee is blessed with an abundance of water. TVA lakes, navigable rivers and creeks that sometimes look like rivers are commonplace. I enjoy motor boating on Dale Hollow Lake on the Kentucky-Tennessee border where we have a small cabin that seems to need constant attention. I love leisurely keeping it in acceptable condition. In response to escalating gas prices, I bought a peddling kayak for myself, and one for my wife. We enjoy navigating the 7-mile stretch of the Obey River between Dale Hollow Dam and the Cumberland River in them when the Corps of Engineers is releasing water to generate electricity.
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-
5.8%90 day
-
17.5%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-4.3% 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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