David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
I am 60 years old and retired two years ago from Stanford U where I was a Financial Analyst.
I looking to preserve my wealth and also generate income from my portfolio for living expenses. I am looking into dividend growth investing which shows promise to provide some insulation from the schizo fluctuations of the stock market.
I have 20+ years experience as a financial analyst/ business valuation expert. I have spent the last 15 + years in the energy industry. I have a BS in Economics and a BS in Business Administration with emphases in Finance and Accounting. I have an MBA. I have earned the Chartered Financial Analyst designation and the Certified Management Accountant designation.
I am an individual investor nearing retirement (within the next 10 years). My portfolio is diversified among a 401k, an IRA, and a retail trading account.
I manage my 401k by tactically rotating between a varying mix of stock and bond mutual funds using momentum and trend-following strategies..
My IRA is managed by an outside firm who maintains it in a balance of dividend-paying stocks and ETFs, with an overlay of covered-call strategies. A portion is also maintained in cash to take advantages of opportunities as they arise.
I manage my retail trading account trading options based on overall market volatility using underlying vehicles such as VIX, VXX, XIV, and SVXY.
After 42 years in the construction industry as an IBEW inside wireman-electrician
I feel fortunate to have a pension. I value all the insight from the contributors
to this web site! With 300k in IRA's @Vanguard and 30k in joint acct,I hope to
attempt some trading and options also.
seeking alpha and advice