10+ years experience investing in every kind of company imaginable with a current focus on smaller market cap companies, especially those with interesting dividends. Here to post my thoughts publicly in order to help other investors and to gain valuable feedback from the community here.
Spent over 30 years developing leading-edge software technology before getting 'involuntarily retired' several years ago. Still interested in software architectures, and personal research in advanced ontology architectures (I have rather idiosyncratic views on how these should be developed).
Having failed to pay attention to my retirement portfolio prior to 2008 (it was all in stock funds at the time), waited until early 2010 to get the main rebound. Then started to actively engage in my own financial planning and portfolio management. Started treating this as a 'full-time job' in 2011. Started to get comfortable with my portfolio management approach in 2012 - and managed to get almost 14% last year (2012) in my main IRA with a basically 'conservative' 65% bond funds to 35% equities model ;-)
Sadly, two smaller portfolios didn't do anything like that well, and I am working on understanding why - I believe it is largely because they were much less diversified, despite being nominally more aggressively allocated.
Started drawing pension this year, but still need to draw down the portfolio by around 15-20% a year (assuming no return) until I draw social security (target in around 4 years), at which point I should finally become cash-flow positive - yay!
I am a 52 year old value investor. But not the way value is normally defined. Sometime value stocks like utilities are a “Good” buy and sometimes they are overpriced. I look at the fundamentals.
I diversify across all kinds of investments where ever I see value. One of my favorite stocks to own is when a Dividend Achiever stock is out of favor and goes on sale.
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
- Masters Finance
- Previous work at Boutique Investment Bank, Bulge Bracket, and Commercial Bank
Taken Graduate Level courses in Financial Modeling, Financial Econometrics, Fixed Income Investments (MBS/CMBS/Bonds, Interest Rate Derivatives), Derivatives (Calls, Puts, Spreads, Futures, Forwards, Swaps, and Exotic Options), Portfolio Management (DCF modeling), Mergers and Acquisition, and Macroeconomics.
My real name is Frederick Bruckman. ("Paimon" is depicted in the Ars Goetia as a "King of Hell" and expert in the mysteries of the mind--but is also a truly awful pun.) I've completed a B.A. in Economics at the University of Illinois at Chicago, "class of 2013" (enrolled 1989-2012!). I try to buy stocks that are making new highs.