Andy Zaky is a Hedge Fund Manager at Bullish Cross Asset Management, and editor of the Bullish Cross financial newsletter. His main area of knowledge is in global macro economics, fundamental analysis and technical analysis. Andy has about 14 years of investment experience, a strong background in accounting and financial statement analysis, technical analysis, broad market analysis, macro economics and law. Andy both focuses on long term investments and trading short term calls and puts on the major index-pegged ETFs (QQQQ, SPY and DIA). Andy has a J.D. from the UCLA School of Law.
Retired Teacher, conservative investor looking for ways to safely hedge portfolio. Have experience in forex, option trading, and successfully managing my portfolio for the last five years through low risk, high probability trades.
MTR Investors Group was founded in mid 2008. Since that time our primary goal is to provide powerful and profitable investment research tools to stock and option investors/traders. We do not provide buy or sell recommendations on any stock, etf, or other investments. We simply provide powerful tools for stock and option investors and traders.
The following are the primary tools we provide (we also provide economic models and advanced charting):
I. Expert Option Search
Our Credit Spread. Iron Condor, Covered Call and Cash Secured Put screener is one of the most powerful tools we provide to the individual investor. Powerful features such probability of assignment, downside protection, and many others. Our screener helps option traders make the best decision possible when writing Covered Calls, Naked Puts, Credit Spreads, and Iron Condors.
Many investors use our option screener to monitor a long term portfolio and select the best covered calls to sell on their portfolios.
Option Writers/Sellers use our option screener to find options with the highest probability of expiring worthless.
II. Stock Miner
Stock Miner is use to analyze stocks from a monthly and weekly historical performance. We use Stock Miner for weekly and monthly trade setups.
III. Stock Market Scout (SMS) & Stock Market Level (SML)
We use SMS as a model to indicate allocating cash to an index ETF (such as SPY) by going long on Green, cash on Yellow, short on Red (or stay in cash). We use SML to indicate if the market is overbought or oversold. This is not a recommendation to buy or sell SPY.
I have been investing for over 30 years. First it was mostly in mutual funds, but I got sick of paying high fees for mediocre returns. Over the past 15 years I have been slowly reducing my mutual fund holdings and adding individual stocks. Over the past year two years have started to add options to the portfolio, At the present time I am 84% stocks, 7% mutual funds, 8% cash, and 1% short options. I usually like to hold between 5% and 10% cash so that I can take advantage of opportunities when they arise. I still like to carry some really good mutual funds. That is, long term good performers, with low fees. I also use them for most of my international holdings since I am less comfortable with individual stocks (with some exceptions where I will invest in ADRs).
I have a forestry degree, and an MBA with a finance emphasis. I really do understand discounted cash flow analysis and believe that this is the true measure of a company's worth. However, that is not how companies are valued in the marketplace at times. I take advantage of this by using a combination of Value based strategies and Momentum strategies while in a bull market, and reverting to true Value approaches in flat or bear markets. Value always comes into play, even in bull markets, by using GARP strategies and looking at PEG ratios for the momentum plays.
I am fairly well read in investing. A few of my favorites are:
"The Intelligent Investor" by Benjamin Graham
"A Random Walk Down Wall Street" by Burton Malkiel
"One Up On Wall Street" and "Beating The Street" by Peter Lynch
"Den of Thieves" by James B. Stewart
"The Quants" by Scott Patterson
I do my own Markowitz portfolio optimization, using a spreadsheet that I built myself and monthly stock quotes downloaded from Yahoo. That helps to keep me well diversified, and with a risk/return profile that I understand and can adjust as necessary. I have recently been using more of a "Quant" approach to stock selection using a combination of a) Benjamin Graham intrinsic value for current year and next year, b) low Price to Earnings Growth (PEG ration
Bridging financial culture between China and the west by organizing conferences with high level academics, for example noble laureates, policy makers and institutions in the futures and derivatives realm of finance.
20 years of China practice built on academic studies of China and finance and professional experience in the world's largest market for commodities, China!