I'm a long-term investor looking for both "Growth" and "Value" companies. With over 12 years of experience in the marketplace, my main focus continues to be on small and mid-cap companies in the U.S. as well as companies from China, since I believe China will play a bigger role in the world's economy in the next decade. I usually invest in companies through the use of options, but from time to time I also buy shares of stock. Options, when used properly, provide enormous advantages to limit your downside and risk exposure. My goal in the investing world is to keep things as simple as possible. Defining a plan and sticking to it on every investment premise is my ultimate objective.
Living in the Swiss mountains, in a remote village, I am preparing for retirement. Trying to manage our family's retirement money and to make it grow a bit, so we can leave some money to our sons after we're gone... At the moment mainly into dividend generating stocks. As a Swiss, I hold mostly shares of internationally important Swiss companies (Nestle, Roche, Zurich Insurance, Swiss Re, Swisscom, SGS are the core), then US and European shares.
I am a Financial Analyst and maintain my own Site http://www.everythingaboutinvestment.com where i put the articles regarding investment so that it can help each and everyone around the globe to get an detail insight into Investing and Investment.
I have read almost a couple of dozen investing books and find I still have a lot to learn. No amount of reading is a substitute for experience, and having the right temperament is just as important as having the right knowledge when it comes to success. Recently I have heard about CAN SLIM investing and would like to learn more about that.
I have lived and worked in Taiwan for quite a long time now. My feeling about this country is similar to my feeling about investing in that having the right attitude about continuous learning and temperament are just as important as actual knowledge. If I could learn just one thing from these people it would probably be to save a much higher percentage of my income.
My favorite Chinese proverb is: “If you are planning for a year, sow rice; if you are planning for a decade, plant trees; if you are planning for a lifetime, educate people.”
I am a value investor at heart and measure my portfolio against a standard asset class mix for moderately aggressive and against the Wilshire 5000 sector diversification index. Having said that, I find it necessary to use technical trading principles and options to generate some extra performance to meet my goals of averaging 8% return on my full portfolio by beating the S&P each year. Since 2004 I have failed to beat the S&P twice but my average performance over the S&P since 2004 is 3.8%.
When I first subscribed to SA Pro I ran a test of selected recommendations from an account I funded for that purpose. My average gain showed that the returns would easily cover the cost of the subscription.
I have an MBA in Finance and Marketing.
I also get a kick out of the process of evaluating and investing!!
Long-time dabbler in the stock market getting serious about building a diverse and stable portfolio. Currently invested in multiple energy stocks, looking for long-term value holds, mid-range growers, and a few gambles.