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Gary retired in March 2012 after 38 years in Information Technology and Global Software sales. He has an MBA in Finance from Case Western Reserve University in Cleveland. Gary has self managed his investment portfolio since the early 80s with the goal of a mid 50s retirement. His primary objectives now are income stream and capital preservation. Gary hopes to stimulate discussion with his retired colleagues with an emphasis on Bonds.
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i spent my academic career as a physicist; and my working career as a business analyst for commercial banks - particularly in the field of credit and lending.
i've spent a considerable time trying to decide if i as an investor or trader; and even more time trying to impose discipline in my stock related activities.
i have a membership in AAII and use folioFN.
i have tried to use several portfolio analysis tools, to evaluate risk and return, the one from Quantext more than once.
and, i am still in search of an excel based trading log and a portfolio tracking tool to give me a better sense of feedback on my good and bad decisions.
aside from that, retirement is not too far down the road, so i'd better get this right pretty soon.