James Sands

I am a daily active SA member. Drop me a line anytime.

I have been following U.S. equity markets since 1998. I worked briefly as a financial services representative for Primerica, Inc. attaining my Series 6 & 63 licenses. I will be taking the Chartered Financial Analyst (CFA) Program Level I exam next year. While not a professional within the industry, I have been refining and developing portfolio management skills.

I have owned a variety of companies over the past decade. While always maintaining a long term strategy towards equity investing, it was not until recently, 2011 that I began to develop a portfolio of company holdings.

Currently, the goal of the portfolio is to aggressively ...More grow over the long term. In order to do this, the portfolio holds a variety of companies in multiple industries. Quantitative assessment and qualitative review are performed to identify major risks and competitive strengths prior to entering positions in companies. Portfolio performance is monitored through Excel via a cost basis and realized/unrealized gains. This is compared against the S&P 500 and Russell 2500 benchmarks, as well as the professionally managed Vanguard Mid-Cap Growth Index Fund Admiral (VMGMX) and the Fidelity Mid-Cap Stock Fund (FMCSX).

The portfolio primarily targets companies in the $300 million-$10 billion market capitalization range. However, companies with market capitalizations between $10+ - $30 billion are also considered. Fixed income is not a high priority, but may be considered. The portfolio primarily attempts to use low cost discount online brokerage (Scottrade) to minimize $1,000 minimum entry buy-ins. This amount is sufficient to leverage the volatility of markets and allow for management strategies to trim and add to positions as prices fluctuate relative to growth estimates.

Details for the portfolio will regularly be updated through quarterly published articles.

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China affinity for apps: http://bit.ly/10l2muT $VELT, $MM, AUGT.OB, $GOOG, $AAPL about 23 hours ago