The author is Founder and Chartered Mathematician of G3 Research. He holds a BSc and MBA and is an elected Fellow of the Institute of Mathematics and Its Applications (UK). He is the creator of the ISO-Algorithm and its accompanying portfolio optimization system. The author is a regular speaker at finance conferences including workshops conducted for CFP certificants and is an independent senior facilitator for the American Management Association's Advanced Business Modelling and Forecasting workshops. The author was a past head of the actuarial division in a publicly-held non-life reinsurance entity.
Individual investor since 2000. I have a natural tendency to question what others take for granted. That's not always a good life skill but it's helped me from time to time in the market.
My degree is in Mechanical Engineering. I also have a background in biochemistry and (oddly enough) in classical Greek literature. My main professional interests are in software, math, and engineering analysis. I've worked in the automotive field, robotics, computer vision and machine learning, and have developed cheminformatics techniques for biotech.
Investment-wise, I tend to be opportunistic rather than systematic. I have a particular interest in volatility trading and in the intersection of technology with societal change.
Full-time investor since leaving a Silicon Valley engineering career in biotech and emerging technologies. MBA with an active learning program in many areas of investing with particular emphasis in tax deferred investing for those approaching or in retirement. Areas of greatest expertise include: investment analysis; options; preserving purchasing power against inflation; IRA investing; financial strategies for the passive investor; and asset protection.
I am a programmer, a researcher and a computer scientist on artificial intelligence. My past lives include working on two startups, two universities and one industrial research institution. I have been trading since 2004.
Researching stocks is my hobby as well as an important source of income. My interest includes techs, big caps, biotechs as well as dividend stocks.
I am an individual investor nearing retirement (within the next 10 years). My portfolio is diversified among a 401k, an IRA, and a retail trading account.
I manage my 401k by tactically rotating between a varying mix of stock and bond mutual funds using momentum and trend-following strategies..
My IRA is managed by an outside firm who maintains it in a balance of dividend-paying stocks and ETFs, with an overlay of covered-call strategies. A portion is also maintained in cash to take advantages of opportunities as they arise.
I manage my retail trading account trading options based on overall market volatility using underlying vehicles such as VIX, VXX, XIV, and SVXY.