BalancedView
BalancedView
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ABOUT
I am an independent investor with 20+ years of broad corporate experience within the disciplines of: Operations, Marketing & Sales, Product Planning, Risk Sourcing and Quality. My interest and passion is to participate in the creation of wealth and wisdom by providing a BalancedView on an investment thesis. I desire a knowledgeable discourse from which to enhance returns for all.
My investing style allows for both value and growth stocks and on occasion will include utilizing options to hedge or leverage as per equity thesis and macro conditions dictate.
Annual performance vs the S&P500 is how I judge my decision making.
My investing style allows for both value and growth stocks and on occasion will include utilizing options to hedge or leverage as per equity thesis and macro conditions dictate.
Annual performance vs the S&P500 is how I judge my decision making.
SNAPSHOT
- Description: Independent trader. Trading frequency: Weekly
- Interests: Energy stocks, Retirement savings, Stocks - long, Tech stocks
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