I'm an astrophysicist working on identifying and studying planets around other stars (known as exoplanets). Investing is a hobby that keeps me busy when I'm not up to my ears in equations and scientific data.
I am a retired corporate lawyer and have been a stock market investor since my early twenties. In the past, I've done both DIY investing and worked with financial advisers. Having learned a thing or two over the years, I now manage my family's portfolios on my own.
My two primary investing strategies have been buy-and-hold and momentum. My buy-and-hold portfolio consists mainly of ETFs, mutual funds and closed end funds. I rarely trade this portfolio, generally tweaking it only when it appears we are in for a long-term, macro change in the capital markets.
My momentum strategy is flexible and opportunistic. I use performance screens to identify sector ETFs with momentum and will generally allocate the portfolio to the higher momentum sectors unless I see a good reason not to. On occasion, I will depart from the momentum strategy to pick up deeply beaten down sectors that appear ripe for a rebound. When whipsaw volatility picked up in early 2015, I put the momentum strategy on hold.
In lieu of momentum, I began trading and investing in individual stocks in 2016. This strategy uses a very modest portion of my family's assets. It generates "walking around money" and pays the utility bills. Plus, it's a lot of fun.
Background: Former securities analyst and brokerage firm owner and
Currently doing investment strategy consulting for institutional investors
Undergraduate degree from Northwestern, Economics
Taught Advanced Financial Markets Class at a University in Chicago
In to Yoga.
I have been an independent consultant since 1991 and am based in Frankfurt, Germany.
Other occupations: musician, journalist, investor -- as often as possible for profit and fun. My aim as the years go by is to increase the amount of both.
A seldom-updated list of my articles can be found somewhere here:
I like meeting interesting people, so if you should visit Frankfurt, then drop me a line and we'll go for a coffee.