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Stephen Yu » Profile

Stephen Yu is an investment strategist with over 10 years of experience investing in a wide range of asset classes including equities, fixed income securities, commodities, and currencies. From 1997 through 2008, his portfolios returned an average of 11.2% per year vs. 1.1% for the S&P 500. The portfolios are long-only, use no leverage, and their volatility are lower than S&P 500 volatility.
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Snapshot
  • Portfolio manager
  • Trading frequency: Weekly
Interests:
  • Bonds
  • Dividends & Income
  • ETFs
  • Forex
  • Mutual Funds
  • Real Estate and REITs
  • Retirement Savings
  • Stocks - long