Posts tagged as:

covestor

Today’s post is a guest post from Valuecruncher, a stock picking  service that analyzes individual stocks via discounted cash flow analysis.  We also like the accompanying blog which highlights the site’s methodology and applies it to specific stocks.  You can read more about the methodology here and how it works in practice. This guest post, [...]

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For kicks, I just did a small test last week.  I created a portfolio of the most bought stocks on Covestor over the last month and wanted to compare how well these picks perform versus the greater market, say the S&P 500. Results were interesting and a bit misleading (a nice sample set of the [...]

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Measuring performance for all types of fund managers In thinking about expert investing communities like Covestor and Kaching, one of the main concerns users/investors should have is in how to judge performance of stock-jockeys.  These communities, which allow pretty much anyone to set up a portfolio and for others to piggyback on top of them [...]

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WSJ: Navigating online personal finance sites

by Zack Miller on June 8, 2009

I’m not particularly a fan of these Mainstream Media (MSM) overviews of Internet tools.  I find, more often than not, that they’re typically short on analysis and don’t help investors really navigate what’s really out there, why these tools are important, and how investors are successfully using them. This short video piece (2:45) ran late [...]

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How will investors behave with no newspapers?

by Zack Miller on May 18, 2009

Slow death of the newspaper and how investment decisions are affected While news and the proliferation of information is booming, clearly the newspaper industry is on its way out.  Its current revenue model just can’t support a quality newsroom in the face of widely available free information on the Internet. Numerous industry analysts continue to [...]

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It’s still early days for financial advisors adopting social media.  There are compliance issues, structural issues and just questions as to the ROI.  There are a few early adopters investment advisors, though, who have seen the light and are not only using social media, but building their practices via new media. EPIC Advisors and its [...]

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Top 11 Investing 2.0 Thought Leaders

by Zack Miller on February 2, 2009

There are many new faces on the scene in online finance.  As we move away from mere trading platforms and portals to more social media-like applications, we’ve taken a stab to enumerate some of the top thinkers/movers/entrepreneurs in the space to keep tabs on. I used a variety of slippery factors like vision and influence [...]

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This post appeared recently on IRWebReport as part of a guest contributor series I’ve been working on.  I thought it was a good overview and appropriate here for NewRules. Dominic Jones is really a thought leader in his field and is really ramming it home on his analysis of how social media is impacting investor [...]

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