Seeking Alpha

Michael Bodman  

Michael D. Bodman, MBA

Portfolio Economics | Actionable Investment Research

I am the owner of Portfolio Economics, an economic research and financial publishing company. Unlike Wall Street sell-side analysts, I present information in plain English, so that you can make better decisions. I create actionable investment research designed to maximize reward and minimize risk, thereby yielding efficient portfolios.

I have a long-term strategy based on the same approach to the financial markets used by university endowments, sovereign wealth funds, and foundations. My goal is higher returns with the same or less risk, since alpha evaluates both risk and reward -- that is, how efficiently risk is ...More
  • Description: Small business owner. Trading frequency: Infrequent
  • Interests: Bonds, Closed End Funds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Emerging Markets, Energy stocks, Forex, Gold, Mutual funds, REITs, Retirement savings, Stocks - long, Tech stocks
Portfolio Economics LLC Portfolio Economics is an independent economic research and financial publishing company, where managing risk comes first.™
Portfolio Economics Blog Actionable Investment Research
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American Shale: Falling Oil Prices Boosting Global Economy $SLB, $VDE Dec 10, 2014