I am an individual investor managing a small sum of money.
I hold a concentrated portfolio with 2-4 companies representing about 50% of my portfolio. These companies have in common:
- A good downside protection
- Potential to double in a 2 year timeframe
The other 50% of my portfolio is build up of 5-15 other positions, these include:
- Special Situations (mostly simple tender offers)
- Riskier bets
- Stocks with the potential to become a top 4 position (they require more research, or I need more evidence/certainty that the thesis is playing out)
At 26% return a year, your invested money doubles every 3 years. That's what I aim for.
I am an extremely disciplined and goal orientated college student currently studying at San Francisco State and majoring in Business Finance. After receiving my degree I intend to work at an investment firm as a financial analyst.
Besides school, I have been learning a lot about value investing and have been applying the value investing approach to the stock market by investing my own money in long term securities. I am always on the lookout for a wide variety of investment opportunities, ranging from slow-growth and cyclical companies to asset plays and turnarounds. Before making the final decision to invest real money in any of the businesses I take interest in, I conduct thorough investigative research on each company and document all of my findings. These reports contain information on the company's financial standing, their leadership team, current market conditions, and any other pieces of information that are relevant to the company's financial health and future outlook.
I have more than 5 years of experience working in investment management industry tracking Emerging markets. I search for high quality businesses available at reasonable valuations as well as contrarian ideas.
Andrew Walker, CFA, is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Mr. Walker also contributes to Sifting the World, a value investing forum.
I am a Portuguese independent trader, analyst and algorithmic trading expert, having worked for both sell side (brokerage) and buy side (fund management) institutions.
I've been trading professionally for about 20 years and also launched www.thinkfn.com in 2004. Thinkfn (Think Finance) carries thousands of educational articles on finance and the markets.
I trade futures, stocks from the long and short side, forex and options. I trade both discretionary and fully automated systems (Metatrader, Quantshare and others).
I can be reached at paulo.santosATthinkfn.com or followed on Twitter at twitter.com/ThinkFinance999
Mike King is a full time trader and individual investor.
Disclaimer: Mike reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.