I provide economic analysis, market commentary and company-specific research. My general view is to operate a diversified basket of long-term investments in both equities and fixed income. I have a bachelor's degree in economics from San Diego State University (2007), eight years of publishing experience and over a decade of cumulative investment experience. I have been published in several newspapers and magazines, including The Wall Street Journal and Barron's.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
Recently retired Sales Executive: Worked for Philips, Hisense, Meijer, Highland, Fretter and several other retailers. National Account Director for Sears, K-Mart, called on Meijer, Shopko, Fred Meyer, ABC Warehouse, Menards, Walgreens, Musicland and numerous other retailers.
Worked as a buyer for Meijer, Highland, Fretter, Home Appliance Mart and Adray Appliance.
Investing in stock for over 40 years.
Mid 50's investor now focused on "managing" a growing stream of income AND not worrying about the month to month value assigned to my portfolio by a imbalanced madman (or perhaps woman?) named Mr/Mrs Market. I am focused more and more on buying on value (or sale) from "Market", looking at all available instruments of investing in the market of stocks, and reading the countless great articles on SA to enable my decisions.
I have recently retired from the aerospace industry and now am focusing on establishing and building an income stream following a dividend income approach. I am also developing my knowledge of options to help enhance my income through the use of covered calls and cash secured puts.
Nidhi Kadalbal, a software engineer and a business analyst, has a keen interest to apply computing power to solve accounting problems. Through his fundamental and technical analysis of stocks and by comparative analysis of various market sectors, he provides insight for investors to achieve long term wealth building goals. Visit his site: www.thepreparedinvestor.com (http://www.thepreparedinvestor.com/)