Nelli Oster, PhD, Director, is an Investment Strategist in BlackRock's Multi-Asset Strategies Group, where her responsibilities include developing tactical country, sector and asset allocation models for implementation with iShares ETFs, in addition to relating the Investment Strategy Team's research and investment views to key institutional and financial advisor clients. Dr. Oster's service with the firm dates back to 2008, including her time with Barclays Global Investors (BGI) which merged with BlackRock in 2009. At BGI Dr. Oster did research and portfolio management in the firm's quantitative stock selection business across the global portfolios. Prior to joining BGI, Dr. Oster was an Equity Research Analyst at Goldman Sachs after beginning her career in the Mergers and Acquisitions group of Salomon Smith Barney. Dr. Oster holds a BSc (Hons) in Management Sciences from the London School of Economics and a PhD in Finance from the Stanford Graduate School of Business, where her Behavioral Finance dissertation focused on expectations formation and learning in the financial markets.
PROFILE: Baby-boomer managing own portfolio. Value investor seeking to diversify in multiple asset classes and constantly probing and exploring sectors that are poised for earnings growth and capital appreciation and at the same time offering a margin of safety.
>LIKES: ETFs, REITs, BDCs, Large Caps, Mid-cap Value Funds
>ICONS: Benjamin Graham, Warren Buffet,, Bill Gates, Ray Kurzweil, Jeffrey Grossman
>SECTORS: Energy, oil & gas, financials (global & domestic banks, insurance, investment banks), infrastructure plays, biotech, pharmaceuticals, transports (maritime & rail), M&A special situations.
PERISCOPE/PRISM: Trend Watcher, Dream Weaver, Sky Catcher
MY MANTRA: For finding good value stocks --> [*3i*] -->[Inspiration+Imagination+Innovation]
52 yrs of working the market ( not playing - it's money ) We did moving ave by hand - out of the journal and Barrons . My father's a 92 year old day trader . Which might be my next move . Find what works for you and stick to it . good luck .
I taught my self investing after I got tired of losing money in the hands of so called "professionals" over the years. I figured it's better if I lose my own money - at least I can blame no one else for my mistakes.
I immigrated to Canada from India in the 80's with $10 in my pocket and have not done badly. I am grateful to Canada for giving me the opportunity to succeed and build a good life. I lived in the US for a couple of years but returned to Canada. The similarities and differences between the two countries fascinate me, I have a Bachelor's degree in Pharmacy (I am a Ontario licensed Pharmacist), and was "retired" recently from the R&D department of a major Pharma company. I also have an MBA from the University of Saskatchewan.
Over the last 15 years, through a combination of interest, hardwork and luck, I have accumulated a portfolio which has made me financially independent (at least on paper), while making all the rookie mistakes and enduring two big bear markets fully invested (the last one with leverage) and holding a full time professional job and raising a family. The 2007-09 bear market has taught me that technical's are important and its important to raise cash at the right time. I follow the economic indicators carefully with the hope of avoiding (at least partially) a bear market. I continue to learn from experience and the read economic and financial commentary voraciously. I like to think I am playing the long game which takes guts, skill and patience.
My investing style is value - with a GARP orientation. My experience is that a few home runs make up for a many strike-outs, though now I focus more on stealing singles. I realize that Investing is a "losers game", to win you need to minimize your losses but at the same time, if there is no risk, there is no gain. I like to be highly diversified and routinely follow over a 100 positions. I invest, not trade, waiting patiently for a fat pitch.
Thanks for stopping by and good luck investing.
Aeronautical engineer and private investor who trades strictly for my own accounts and have done so successfully for more than thirty years - with hard - and profitable - lessons learned from the '86 crash', 'dot-com rise and fall', and '09 generational bottom'. Approaching retirement years and looking for ways to balance conservative investing with enough alpha to achieve growth.
After watching my and my wife's 401k got too boring, I just started out (Feb 2013) putting some "leftover" money in some stock.
Don't you just "love" it when you buy TEU after a 6% drop and get hit with another -12.8% to date? But I grew up on the coast and have a knack in my heart for shipping....
Oh well, time to realize some losses.
And miners like TLR, NAK and AZC fascinate me.
AZC after the takeover announcement turned into a nice amount of PGLC and LODE.
And although LODE dropped below a buck, the Goldhill Hotel still rocks. Check their holdings.
I currently own ARCP, CSG, FCX, GPT, LODE, LXP, MHG, NADL, PGLC, WHLR.
Not to mention the $8 worth of TLR and $10.50 of GTRRF. OMG