I am currently a retired Aerospace Engineer. I am married with three children and eight grandchildren. I was born in San Francisco, CA in 1949 and moved to Newport News, VA in 1951 where I lived until I went to college. By God's grace, I received a B.S. degree from Virginia Tech (1972), a M.S. degree from Caltech (1973), and a M.A. - Biblical Studies degree from Birmingham Theological Seminary (2013). I worked at Pratt & Whitney (1973-1986) and CFD Research Corporation (1987-2008).
Now in retirement and trying to preserve my life savings, I currently have a strong interest in tactical asset allocation strategies, and have studied them extensively. I have developed a number of tactical strategies involving the periodic trading of ETFs and, more recently, mutual funds. These strategies have been backtested mainly using Portfolio Visualizer and ETFreplay software. The goal is to earn 10-15% annually with no negative years, and to have maximum drawdowns of less than 10%, preferably less than 5%. The strategies include purchasing a limited number of funds with the highest growth and lowest volatility, and minimizing risk using moving average, dual momentum, and risk parity methods. I have developed strategies for equity as well as bond assets.
I am in college pursuing a duel major in both Finance & Accounting. I am enthralled by every aspect of the Financial Markets and love studying, researching, and actively managing an Equity portfolio. Currently interning at a mutual fund Dreman Value Management in Palm Beach, FL. I thoroughly enjoy the Equity Research and Portfolio Management sides of the business. I primarily seek to identify undervalued companies that are currently unloved by the market thus presenting and opportunity for the patient investor.
I am the publisher of the Fundamental Trends Investment Letter and have over 20 years of experience as an investment advisor. I've been ranked a top analyst by TipRanks.com for my tracked public performance over the past five years.
Find me on MarketWatch where I was named Named "The World's Next Great Investing Columnist," Seeking Alpha, TheStreet.com, Morningstar, Real Clear Markets and numerous other sites. I have been a featured guest on the "Boomers Rock" radio show and appeared on Fox Business.
I'm from a middle class working family. I invest using a top down approach to find the best sectors, industries and regions and then a bottom up approach to find the best opportunities in those areas. My goal is to help people find greater financial freedom.
Peter Casula, Jr. grew up in the beautiful Shoreline Community of Madison, Connecticut. A graduate of Daniel Hand High School, he took jobs typical of an industrious youth— a paper boy for the New Haven Register, working at the local grocery store, and then at the town newsstand. As a young man he joined the Capital City/ABC-Shoreline Newspapers as an assistant pressman, and then made the transition to the Journal Register Company from 1991 to 2010. Though his career was in the printing industry, Mr. Casula always enjoyed the intricacies of finance and Wall Street. Self-taught and a student of varied portfolio models, he advises and manages on a daily basis hundreds of thousands of dollars for private clients in retirement and college funds. His years of experience have recently resulted in his new book, Inter-Economic Market Allocation: How the Average Investor Can Beat the Market! Combining practical wisdom with principles taken from his deep Christian faith, Mr. Casula has developed a practical formula for today’s market.
Peter Casula is an avid sports fan (especially of the Yankees) and has managed and coached local softball teams. He is single and currently resides in Clinton, CT. His book can be ordered at www.rosedogbookstore.com.
Work - Printer
Book - Inter - Economic Market Allocation: How the Average Investor can Beat the Market!
Managing Families Retirement Plans
Investing, Bible Study, Internet, NFL - VIKINGS, MLB - Yankees,
Favorite TV Shows:
Old Tv Shows of the Sixties and Seventies
Star Trek, All Terminators, Commando,
Passion Christ 2004
The Parent Trap
Back To The Future
Princess of the Nile
The Trojan Horse
Legions of the Nile
Bible - New Testament, Proverbs,
Inter - Economic Market Allocation
Edit Contact Information
5 Liberty Place Apt.2
Clinton, CT 06413
Education and Work
Edit Education and Work
* Daniel Hand High School '80
Journal Register Company
February 1991 - Present
North Haven, CT
Daniel Hand High School Class of 1980 Reunion