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I have over 20 years of personal and professional investing experience in equities, bonds, mutual funds/ETFs, and options. I was a co-founder and portfolio manager of a boutique registered investment advisory firm managing investment portfolios for high net-worth individuals and providing sub-advisory services to other RIA. I hold the Chartered Financial Analyst designation.
I like to analyze and research investing ideas using a combination of fundamental, quantitative, and technical analysis.