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- Education Cornell University
- Qualifications Masters of Engineering, BS Mechanical & Aerospace Engineering
- Job Title Systems Engineer
- Investment Experience 6 years
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linkedin.com
Jonathan Wee
Individual Investor
I’m a growth investor with a long-term view on macroeconomic trends. As a systems engineer, I use processes and tools that reduce the risk in complex projects to create better products for customers. I bring this same approach to my investments. Poor or risky decisions make investing a nightmare. That is why I want to increase the transparency so lacking in typical mutual funds with regard to research, watch lists, trade decisions and portfolio performance. By publishing these findings, we can improve our investment strategies together.
Investment style
I use a top-down, fundamental approach joined with technical analysis for deciding entries and exists. My investment focus revolves mostly around US large and mid-cap stocks. I include ETFs if I can’t find a better performing stock inside my sector of interest.
How I got started
My parents introduced me to the basics of investing through a custodial brokerage account when I was younger. Over time, I discovered my current strategy and want to share my process with others so investors can learn from each other.
Investment models
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Jonathan Wee Macroeconomic and Secular Trends
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Growth
Performance-
2.6%90 day
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12.8%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-14.6% 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
The drone revolution is just beginning
20 May 2013
Drones will emerge as a big investment sector.
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