New Managers on Covestor (MSFT, DELL, JNJ, IGOV, IWM)


This week we have two new Covestor model managers to introduce to you. The first is Ryan Leggio, a research analyst in the financial services industry. His Intrinsic Value model is focused on investing in above average companies that are at a below average price. The long-term model generally is invested in large cap securities. On September 28th, the model’s top holding was Microsoft Corp (NASDAQ: MSFT). The model is also invested in Dell Inc (NASDAQ: DELL) and Johnson & Johnson (NYSE: JNJ). Intrinsic Value has a $5,000 minimum subscription.

Another new manager is Alex Dunegan, who acts as both the Director of Operations and of Product Development for one of the world’s largest currency managers. Over the years Alex has used quantitative investment strategies as well as risk management tools to design portfolio optimization strategies that he believes investors should have low-cost access to. Alex has made this process available with his Quantitative Optimization model, which minimizes downside risks and attempts to create long-term success with ETFs. On September 28th, the top holding in his model was iShares S&P/Citigroup International Treasury Bond Fund (IGOV). The next largest holding in the model is iShares Russell 2000 Index Fund (IWM). The Quantitative Optimization model has a $5,000 subscription minimum.