ACADEMIC HISTORY CPA Australia Chartered Financial Analyst (CFA) (Passed Level 2) Graduate Certificate of Mineral and Energy Economics (Curtin University) Bachelor of Accounting (University of South Australia) Bachelor of Commerce (Business Law ) (Curtin University)
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
I am a recent Politics and International Relations undergraduate from Lancaster University and a prospective Master’s student in Middle Eastern politics.
Additionally I have a keen interest in the stock market, which has helped promote a further interest in both financial and business news. As a result I have become an avid reader of the Financial Times as well as a frequent viewer of Bloomberg television.
My approach to equity investing is to maintain a broadly diversified portfolio through a combination of both Exchange Traded Funds (ETFs) and individual company stocks. As far as making investment decisions I prefer to analyse company fundamentals over the use of technical analysis since my investment decisions are more longer term where technical analysis does not prove particularly useful. However during periods of high market volatility my investment decisions will likely shift towards short term trades rather than longer term investments. Sectors/Stocks that I favour are ones with broad international exposure i.e. companies with less than 50% of the sales/revenue in one country/region.
Early 50's. Recently retired. Steady DCA from salary and reinvest dividends investor since I graduated from college in '81.
Have enjoyed investing, studying about investing, and helping friends with making relatively shrewd financial decisions all my adult life. Grounded in financial common sense from my parents, who's financial prudence was shaped by their living through the Great Depression as children.
There's nothing I enjoy more than some friend telling me (for example) "Thanks so much for convincing us to use a 15 year mortgage and buy an affordable house. We just paid off the mortgage -- we want to give you a case of your favorite beer". Or "Thanks so much for reminding us to stay diversified during the tech bubble. We're fine, but we have friends who say they may NEVER retire as their tech stocks are down 80+%. What kind of dinner would you like?"
I'm a great believer in asset allocation, diversification, and in understanding the risks of your investments, so you can take INTELLIGENT risks.
I do trade a SMALL part of my portfolio actively to earn option premiums and buy on dips, but the large majority is simple asset allocation, patience, and reinvesting dividends. A bonus of this is the opportunity to use low cost and tax efficient funds like Vanguard.
I'm a geek, so I actually enjoy reading the WSJ daily, the "Economist" magazine weekly, and various investment books as the financial landscape evolves and becomes more complex.
I manage a private investment fund in Australia known as The Edge Fund. I invest in the best Australian stocks using a value investing methodology. I overlay this with technical analysis to buy low and sell high.
My website is www.edgeseven.com.au
Technology and business consultant, who invests in Canada Europe, Australia, and USA. Deep financial sector and financial services experience from both business and technology perspectives. A do-it-yourself income investor, who is always evaluating and seeking high-yield and long-term, long positions.
Chartered Financial Analyst (CFA) (Passed Level 2)
Graduate Certificate of Mineral and Energy Economics (Curtin University)
Bachelor of Accounting (University of South Australia)
Bachelor of Commerce (Business Law ) (Curtin University)