GNCMA (General Communication, Inc.)

Technology (Technology Hardware and Equipment)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

Hua Jiang

MBAC (H:JMBA)

107.80%

-0.10%

1.10%

ValueInception Jun 01, 2010

This model focuses on the technology sector, both in information technology as well as healthcare using a fundamental approach.

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GrowthInception Oct 11, 2010

The model will identify companies that have a unique product in a growth industry with enough financial resources to withstand …

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OpportunisticInception Jun 28, 2010

Primarily technology focused but with a leaning to any new idea that is leading-edge.

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GEARS

Speedboat (G:ESBX)

47.64%

73.02%

1.50%

Specialist KnowledgeInception May 24, 2010

Fundamentals based and financial statement analysis-driven, the speedboat model selects rapidly accelerating companies, which are …

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Chris Rees

TenStocks (T:STSE)

43.44%

-3.64%

2.30%

ValueInception May 19, 2010

Top down/bottom up approach to create a concentrated model of deep value and special situation investments.  Goal is to buy …

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Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
  3. Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions including cash plus reinvested dividends and earnings in the account provided by the member. It is exclusive of any commissions and fees in the portfolio.
  4. Month to Date returns and 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.
  5. The subscription fee range between 0.5%-2.30% p.a. per subscription to a model. They are subject to a $12.50 minimum per subscription per month, whether or not any trade activity occurs. No subscripition fees are charged on cash that is not subscribed to models
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
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