I recently sat down with Covestor’s Mike Tarsala to discuss my core-satellite approach in the post-QE Infinity era. Per Tarsala’s article: A 200-point drop in the Dow Industrials is as good a reminder as any that it’s important to play both offense and defense with your investment strategies, says Charles Sizemore, portfolio manager on the Covestor platform. One specific way...Read More

Covestor produced the following video featuring Charles Sizemore, the manager of the Dividend Growth Portfolio and three other models at Covestor. For more information, see the Dividend Growth Portfolio’s profile page, which includes performance and recent portfolio moves.Read More

I recently gave my thoughts on Netflix (Nasdaq:$NFLX) and its business model to the E-Commerce Times’ Erika Morphy: Netflix all but invented the content-over-Internet model, which is quickly reshaping the way consumers view media, said Covestor Model Manager Charles Lewis Sizemore. “Netflix and its competitors are the biggest shake-up to media since paid cable TV,” he told...Read More

Watch Charles Sizemore discuss the importance of social media in the modern investment advisory at Covestor’s Next Invest Conference. If you cannot view the embedded video, please follow this link.Read More

In the first day of trading after Hurricane Sandy pounded New York, the S&P 500 had its best trading day in seven weeks. I’m not one to assign a lot of significance to a single day’s trading, but I did find it encouraging.  It suggests that the damage left behind was less severe than the...Read More