I have been an individual investor for nearly 25 years. My professional background is in finance and investing owning a Bachelor's degree from Michigan State University. Currently, I focus on retirement and dividend income strategies primarily through the use of funds and ETFs.
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Website - Bull Market Analytics
BA Economics, MS Energy and Earth Resources, University of Texas at Austin; CFA LVL II Candidate, masters focused on the engineering and economics of most advanced oil extraction techniques, particularly extremely viscous oil deposits and steam injection, while building moderate expertise in natural gas and alternatives as well. Took coursework in the MBA program covering derivatives and structured products.
Traded 6,000,000+ shares across the NYSE, CME, and NASDAQ as professional securities trader at two firms; 91% of months were profitable. Specialized and acheived very high consistency in low liquidity securities; e.g. preferred shares, CEFs, Berkshire Hathaway, et cetera. I traded through all of the financial crisis and flash crash.
Currently employed at top 10 broker/dealer as an Analyst specializing in Alternative Investments. While performing due diligence and analysis on REITs, BDCs, Private Equity, and Hedge Funds, I specialize and lead energy related due diligence which is primarily oil & gas.
I have managed my personal portfolio >10 years which has at one time or another included most types of securities offered to the general public including REITs, MLPs, CEFs, debt instruments, muni bonds, equities, and warrants.