Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
Leif is a long term investor with experience in both good and bad markets. His success is the result of a "sound intellectual framework" and an unemotional approach to decision making. He is an engineer and consultant focusing on the benefits of using information technology. He uses this knowledge in his investment decisions.
Reads a number of different financial publications including Barron’s and various investment newsletters to get investment ideas. He also finds ideas on the Internet. When he finds an idea he adds it to his watch list, sorted by investment theme and source.
Leif uses his extensive network of global contacts to validate (or challenge) his ideas and assumptions about trends, sectors, and individual companies. He invests in high quality companies that benefit from macro trends such as globalization, aging populations, and the adoption of technology.
He will occasionally increase cash positions and use simple hedges to protect capital when he determines it’s warranted. The goal is absolute return regardless of what the market is doing. Results during the worst decade in US market history (2000-2009) reflect his success and aversion to risk.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
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
My ETF picks for a market rally with room to run
17 April 2012
It would be odd for a bull market to end just as the economy is getting some wind at its back.
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