I am an individual investor and entrepreneur based in London, United Kingdom. My primary focus is on systematic trading strategies, low volatility investing and tactical asset allocation. I am also a founder a freely available portfolio risk analytics tool investspy.com.
I worked my way through school (as a cook, retail clerk, factory worker, computer support technician, waiter, counselor, corrections officer, and campus police) and earned economics & accounting degrees, plus some "certified nerd" credentials. (I was possibly the only accountant in history who was ever on a CERT/tactical team.) Became a fiscal analyst and college bursar; managed cash, card processing, receivables, and collections. Semi-retired young and became a landlord... . . .
Governments are in a race to devalue their currencies. A defense is to own the tangible things that people in any country must have: natural resources & real estate.
Owned three distinctly different businesses over my 40 year professional life. Recently sold my business and retired. Now, a Private Investor who has been in the stock market for approx. 50 years since I was 13 or so. Main focus now that I am retired is dividend paying equities which include CEF's, REIT's, BDC's and MLP's. Goal is to live on the income w/o touching (and hopefully growing) the principal.
Retired engineer who enjoys investing
which gives me a good reason to keep up with the
world. Have core holdings in mutual funds--equity and bond,
and quality dividend stocks. IRAs
and Roths constitute the major portion of the portfolio. Since the world markets are quite mixed, I'm more interested in a defensive position.
I have been a dividend investor since my retirement in late 2003. I diversify by sector, domestic vs. international, and by cap size. I do not invest in stocks that don't pay dividends. I am risk averse and limit my investment in a single equity to 1% of my total assets or less. As a result of this 'rule', I have more than 100 equities in my portfolio.
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.
Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO, MCD
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Mr. Carne has thirty five years of investment experience and most recently held the position of Managing Director and Head of Income Strategies at a Los Angeles-based Nuveen subsidiary, NWQ.
In that capacity, he was the architect and portfolio manager of the NWQ Flexible Income Strategy, Nuveen Flexible Investment Fund and Nuveen NWQ Flexible Income Fund from 2009 to 2015. Mr. Carne joined NWQ in 2002 and also served as architect and lead portfolio manager for the firm’s Preferred Income and Core Fixed Income strategies.
Prior to 2002, Mr. Carne held the position of Senior Portfolio Manager for balanced accounts at Standard Group Holdings in Wellesley, MA, Chief Investment Officer at Greystone Capital Management in Hartford, CT and Director of International Fixed Income at Aetna Capital Management, also in Hartford.
He began his investment career in 1986 as a Mortgage-Backed Securities and Derivatives Trader at Thomson McKinnon and then Mabon Nugent in New York.
Mr. Carne received his MBA degree in General Management from the Harvard University Graduate School of Business Administration and his BBA degree from the Isenberg School of Management at the University of Massachusetts – Amherst with a Major in Finance and a dual Minor in Accounting and Economics. He earned his Chartered Financial Analyst (CFA) designation in 1989 and is a member of the CFA Society of Los Angeles.