I analyze securitized bonds for a living, investing in equities and FX on my PA.
I'm definitely not an equities guy, but I do like to add my own background knowledge in securitized products/credit and real estate when it comes to investing in REITs and BDCs.
My investment horizon on my PA is very very long.
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.
Occasionally advise and consult to friends, family members and mostly HNWI on an introductory basis.
I cover all asset-classes though mostly looking for long-standing returns through interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest in the long run. While it's possible, Good things 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 to the long term while in short-term (a couple of months) one can and should pick the right moment and the right entry point.
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!...
Currently a VP in the GSE Strategy, Representations and Warranty division of a national US bank. Experience covers basic securities law, IT infrastructure consulting, capital markets whole loan transaction management, mortgage servicing, and secondary marketing representations and warranties.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
I am a keen dividend growth investor with a new found passion in the stock market and buying income on sale.
Although a fan of the lower risk DGI method, I am all in for financial freedom and attempting to retire by 30. I am therefore willing to take on more risk to get there and I am now investing into higher yield stocks predominantly MReits, BDCS and Reits. I firmly believe that this approach will get me there faster alongside investing in undervalued dividend growth stocks that will compound better in the long run.
I am looking at a complete 50/50 split of DGI growth stocks for stability and 50% high yield alternatives. I am now looking into Reits, MReits and BDC's for my journey to financial freedom.