Two New Investment Models

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In partnership with Covestor, I have unveiled two portfolios that individuals with smaller accounts can invest alongside me.

The first is a long only and lower risk version of our Restaurant and Food Chain portfolio, especially designed for Covestor. More information on this portfolio and how to invest can be found here

The second portfolio, is exclusive to Covestor and get this - has a minimum investment of only $5,000. This portfolio is a customized High Dividend Low Volatility portfolio using large cap stocks.

Sometime in 2013 I hope to roll out a Wall Street All-Stars portfolio on Covestor where we will have the best picks from our resident all-stars for you to invest in one simplified portfolio.

Disclosure: At the time of this commentary Scott Rothbort, his family and/or clients of LakeView Asset Management, LLC had no positions in stocks mentioned — although positions can change at any time.

Scott Rothbort is also the publisher of the LakeView Restaurant & Food Chain Report, a newsletter focusing in on food, restaurant and agricultural stocks. You can subscribe at www.restaurantstox.com

Chat with Scott all day in “The Finance Professor’s Classroom” with your Platinum subscription to Wall Street All-Stars.

You can email Scott at [email protected]

 

 

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About Scott Rothbort

Scott Rothbort has over 25 years of experience in the financial services industry. He is the Founder and President of LakeView Asset Management, LLC, www.lakeviewasset.com a Registered Investment Advisor specializing in customized separate account management for high net worth individuals. In addition, he is the founder of TheFinanceProfessor.com www.thefinanceprofessor.com an educational social networking site where his blog also resides; and, publisher of The LakeView Restaurant & Food Chain Report www.restaurantstox.com , a newsletter focusing on investment and trading ideas in the food, restaurant and agricultural sectors. Mr. Rothbort is also a Term Professor of Finance at Seton Hall University’s Stillman School of Business, where he teaches courses in finance and economics; is the Chief Market Strategist for The Stillman School of Business; and, the co-supervisor of the Center for Securities Trading and Analysis. Feel free to reach out to Scott Rothbort by email at [email protected]

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