Tom Schlegel Profile Picture

Tom Schlegel

Individual Investor

My full-time job is developing new products for Radio Flyer as SVP of product development. I have a passion for new products and innovative services that create new customer experiences. I enjoy being on the forefront of technology and attempt to spot new trends and adapt to consumer behaviors early in the business cycle. I've been investing in stocks for over 12 years and spend nights and weekends researching stock positions and new investment ideas.

Investment style

My investment style is blend that starts top-down with a focus on product, then looks for sound fundamentals and ends with technical analysis informing buy and sell points.

How I got started

I got started analyzing stocks as a kid with my father using Value Line reports that came in huge binders. I began investing my own money in stocks as a way to save money for my own kid's college fund. Over the years, I've studied the investing methods of Benjamin Graham,Warren Buffett, Peter Lynch, Jack Bogle and the William O'Neil's CANSLIM approach. I've also read other books by Jim Cramer, Phil Town, Joel Greenblatt and Louis Navellier to keep up on different investing methodologies.

Personal Interests

I have 4 boys who keep me busy.


Investment models

Important Information

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.

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