PC (Panasonic Coproration)

Consumer Goods (Personal and Household Goods)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

Special SituationsInception Jan 06, 2010

Income producing model of companies that have bought back their own shares, thereby decreasing shares outstanding. Screening then …

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ValueInception Apr 14, 2010

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash …

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ValueInception May 16, 2010

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash …

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ValueInception May 24, 2011

Value approach founded on the premise of buying excellent businesses at fair prices. Follows strict buy/sell guidelines. Will …

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John Ward

Precedent Based 2 (J:WPBT)

23.30%

-29.09%

2.30%

Market TimingInception Aug 14, 2011

The model is precedent-based. Fundamental analysis is paramount yet coupled with market timing strategies derived from the daily …

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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.
  7. All Personal Track Record holder & Model Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Model Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request.