Kevin Feldman, CFP® is an investment professional with 20 years experience in asset management. He was most recently Managing Director in the iShares® unit of BlackRock, the world's largest asset manager where he had responsibility for iShares marketing, analytics and education efforts. Prior to BlackRock, Kevin held senior roles at Vanguard and Charles Schwab. Kevin earned a BA degree from the University of California, Los Angeles and an MPA degree from Harvard University.
Krystof Huang is a manager of autotrading strategies which focus equally on safety and performance. Krystof donates most subscription fees to environmental and charity organizations. Krystof also operates the Stocknectar.Org website--featuring free articles and newsletters concerning long-short equity investing.
Joe is an independent trader with eighteen years of experience in the markets. He graduated from Amherst College with a B.A. in Economics and English, before joining a proprietary trading firm in New York City called First New York Securities. At FNYS he traded international (Europe, Japan, Australia, and Hong Kong) and domestic equity, as well as equity derivatives. He specialized in ADR arbitrage, currencies, index rebalancing, and option strategies.
Recently, Joe has pursued teaching. He was awarded a fellowship by a non-profit called Project Coach, which runs after school sports and literacy programming in Springfield, MA. Concurrently, Joe worked towards and received an M.A.T in Secondary English from Smith College.
Today, Joe is managing his own long/short portfolio while teaching Microeconomics and English at the high school level, where he enjoys not having to wake up for the open in London.
I am the VP of Monetization at Harvest (www.hvst.com). My role here is to ensure that Harvest is maximizing its monetization opportunities while maintaining the highest level of experience for our users, and advertisers.
My name is Payman Winborn. Upon graduation from college in 1999 I founded a company that distributed computer hardware. Although this was a profitable business, I did not want to focus all my resources on one avenue of success, so I looked to diversify my interests. I explored real estate and finance as possible alternative businesses and discovered an interest and passion in futures trading. This is what I ultimately choose as a second source of income.
Initially, I imagined that day trading would be the ideal profession: no customers or staff, no inventory or rent and the possibility of unlimited income. And, more importantly, it presented me with the opportunity to work anywhere....from the privacy of my home or from the balcony of a hotel room overlooking the Pacific Ocean.
Unfortunately, I knew little about the pitfalls of day trading for a living. To begin with, I spent countless hours reading books, studying charts and conducting research in an effort to become a profitable trader. Six years later, and after the loss of several hundred thousand dollars, my efforts finally resulted in the development of a highly profitable strategy.
This strategy is primarily based on technical analysis and was developed for ES E-Mini S&P 500 Futures contracts from CME Group but it also works in many other financial instruments such as Stocks (NYSE), Bonds, Currencies(Forex Spot), Commodities (Gold and Crude Oil From CME GROUP,Globex,NYMEX, CBOT,Brent Crud Oil From ICE Global Markets), Options, Global Indices and CFD’s with similar high accuracy.
In retrospect, I understand that the biggest barrier to my success was the fact that I tried to learn everything by myself. An experienced mentor could have helped me avoid that painful learning experience....and saved me a significant amount of money as well as many years of frustration.
Today I am an active, and profitable, trader. As a token of appreciation for my success, I now share my tools and experience with other day traders. I believe that my knowledge and skill can help others become successful traders and, in the summer of 2010, I began to publish my realtime market signals and daily results online in order to demonstrate the accuracy of my trading strategy.
Evaluation of the dominant assumptions and an understanding of the dynamics of the economic engine is the basis of an approach to asset allocation that provides for both a rational determination of value and an understanding of sentiment in the form of price as a measure of the irrational nature of the operational environment, an approach that is intended at once to avoid unnecessary risk while at the same time enable gradual rebalance of assets as a means to increase net worth via optimization of appreciation and long term yields. Let's call that buy low and fly high just for fun.
My wife and I are both retired.
Investment bucket currently consists of 48 stocks. Top 25 by market value are: FIEG FBGX AAPL FIEU PFE JNJ UTX AMZN WFC V UBS AXP HD BCS DIS JPM GE PG MSFT BRK.B GOOGL TM SNY BAC and LLY.
The portfolio is managed towards total return.
Overall, asset allocation about 1% cash and 99% stocks. About 60 % of the stocks are domestic, rest international.
The portfolio is heavily tilted toward large cap stocks. Greatest sector weights are in technology, healthcare, consumer cyclical and financial services.