Seeking Alpha

Michael Bodman  

Michael D. Bodman

I manage finance operations at a marketing and public relations agency. The views expressed here are my own. I do independent economic research and publishing through the private company I founded: Portfolio Economics. I believe in portfolio theory, value investing, and behavioral economics.

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 less risk since alpha evaluates both risk and reward (i.e., how efficiently risk is converted into return). I am a member of the National Association for Business Economics.
  • 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 Research & Publishing Co.
Portfolio Economics Index Fund and ETF Portfolio Strategy
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American Shale: Falling Oil Prices Boosting Global Economy $SLB, $VDE Dec 10, 2014