I am a retired accountant with a background in large mining projects from feasibility to full-scale operation. I manage my own investments and for the majority of my portfolio I have a strong preference for Blue Chip stocks. For the balance of my portfolio I have an interest in small and micro-cap stocks, seeking superior returns.I seek alpha returns through identifying companies with the right fundamentals and assessing the risks and investing long. Although investing long, I understand the importance of share price in the short to medium term for these small cap companies as it impacts their ability to raise capital.
Successful technology executive that enjoys investing and performing due diligence on various types of equities during free time. I’ve been observing markets on a daily basis for well over a decade, and enjoy the satisfaction of discovering companies that are represented at a value, whether that company is a small cap company with an economic moat, or a popular growth stock trading at a high multiple.
Private investor, managing my partner's and my own investments, recently separated from a long term relationship with an investment adviser, and now furiously working to get on top of things to the extent that I can start deploying money.
I am an investor for 20 years, in the school of hard knocks. Always learning from the market.
In order to invest successfully you must find the long term trend of the market. Then you need to find which are the strongest sectors, or industries in that trend. I use technical analysis to find the long term trend. Basically long term moving averages, and dead and golden crosses to find reversals. Once trend is found, using same technique to find strong stocks in strong sectors. I further use candle sticks to find entry and exit points for trades. I use fundamental analysis and information to study macro view.
Since I have no formal training in business or economics I feel inadequate to do fundamental analysis of individual stocks.
I am a student of the markets, and a voracious reader, to keep up to date. Reading books and articles on the internet.
The following books helped to firm up my education
1) The Great Wave by David Fischer
2) The Origins of Wealth by Eric Beinhocker
Profiting from Bull and Bear Markets by Stan Weinstein
The Fourth Turning by Stauss and Howe
People of influence
Michele Wucker, CEO of Gray Rhino and Company, is the author of THE GRAY RHINO: How to Recognize and Act on the Obvious Dangers We Ignore. She has been recognized as a Young Global Leader of the World Economic Forum, among other honors. Her past leadership positions include President of the World Policy Institute, where she was co-founder of the World Economic Roundtable. As Latin America Bureau Chief at International Financing Review, debt correspondent for Dow Jones Emerging Markets Report and New York correspondent for AméricaEconomía, she covered emerging capital markets and sovereign debt restructurings. She has lectured on five continents on topics including financial crisis, the global economy, risk management, leadership, and the economics of immigration.
I am a busy surgeon with a particular interest in personal finance and investing. My father, a retired financial advisor, taught me discipline and the power of dividends and compound interest. I do not feel it is necessary to employ expensive, self-motivated brokers or managers to invest one's money.