I am an individual investor with management background in finance, accounting, operations, and technology. I have held a variety of management positions during my 19 year career with NCR corporation. I am currently a Senior Project Manager at HNI Corporation located in Muscatine, Iowa focused on providing solutions in the supply chain, accounting and finance areas. I have a sizeable 401K portfolio. after careful research and lackluster performance, I decided to manage my own portfolio in a self directed IRA. My focus is on energy equities - excluding oil. I keep 50-60 percent of my portfolio in individual stocks - the remainder in mutual funds. I am not a proponent of taking excessive risks with a 401, but if done with discipline you can consistently outperform the market.
I am being mentored by a swing trader out of California. I hold a substantial LONG position in ROYL and began accumulating it in June after a month of intense due dilligence. In addition to ROYL my primary investments are in alternative energy (i.e solar and hybrid technology). I have a special interest/expertise in trading small cap stocks successfully alongside stock market movers. I provide feedback to companies regarding the impact of naked short selling, and occasionally engage the SEC. My goal is to create awareness and work to put focus on leveling the playing field for individual investors.