Seeking Alpha

Stephen Yu, CFA

 
ABOUT
Stephen Yu is a CFA Charterholder and a registered investment adviser. From October, 1997 through March, 2014, discretionary, unlevered portfolios returned an average of 11.3% annually after fees vs. 6.02% for the S&P 500. The portfolios are long-only and volatility is below that of the S&P 500. Contact: syu9281@gmail.com
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Weekly
  • Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, REITs, Retirement savings, Stocks - long
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