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
Developer of an equity switching strategy (STORMM) that uses unique momentum indicators to generate buy and sell signals. Daily comments at: http://hgpolites3.wordpress.com/
Not a professional or licensed trader just managing my own portfolio.
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.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
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. He has recently passed the CFA Level 1 exam and is a Candidate for Level 2 in June 2017.
Philip has traveled to more than 22 countries worldwide and has worked in three of those. He enjoys surfing, hiking, running and adventure riding.
Value investing - open to all techniques and approaches.