I've developed personal investing strategies for individual stocks and Asset Allocation:1) Stocks - Fundamental value investor using Free Cash Flow as defined by Buffett's 1987 shareholder letter. Invest in predictable, undervalued stocks with good management. Buy with a Margin of Safety, Sell at Intrinsic Value. Hold cash when nothing is available at my price. Use the Kelly Formula to determine optimum fraction to invest in each stock which maximizes the amount of money you win over a lifetime of investing.2) Asset Allocation (for 401-k, small IRA accounts, and available cash) - Use a 'Value-Weighted' asset allocation strategy with inputs of projected returns/historic volatility. Apply the Kelly Formula to determine optimal asset allocation. Rebalance twice a year in April and October.Store my portfolio - and my brain - on the web at www.healthywealthywiseproject.com
Individual Investor. Focused on upcoming retirement (4-8 years from now, perhaps). Seeking a portfolio balance of secure/stable dividend growth stocks and capital growth potential stocks.
Professional Background: Business Insurance Underwriter (Property and Liability) and Risk Manager for a large University.
Biotech & Health Care: JNJ, CVS.
Consumer: MO, RAI, PM, DPZ, STZ, SBUX, ROST, NKE, MNST, KHC.
Tech and Content: FB, GOOGL, AMZN.
Small Caps: MGPI.
Utilities/Telcom: T, SO, D.
Industrial: LMT, RTN, ROP
Financial Payment Processors: V, MC.
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
Philip O’Connell holds a BE in Civil Engineering from the
National University of Ireland Galway, a MSc in Project Management from the UCD
Michael Smurfit Graduate Business School and is currently working in a business
transformation role in London. Although
coming from a non-traditional investment background, his strong analytical
skills, business acumen, and multi-disciplinary approach equip him with a unique skill set for
investing. Philip is planning to sit the CFA Level 1 exam in June 2016.
Philip has travelled to more than 22 countries worldwide and has worked in three of those. He enjoys surfing, hiking, running and adventure
Value investing - open to all techniques and approaches.