My investing and writing are primarily focussed on macro areas such as currencies, commodities, global investing, and geopolitics. I also closely monitor technology. I generally have a medium to longer-term investment horizon. I encourage you to review the track record of my published articles both here at Seeking Alpha and at The Business Insider. I publish additional content available exclusively at www.polycapitalist.com.
Just an average investor... primarily in American equity and bonds.
(Important Note: My articles, blogs, comments, reference links and messages are not intended to be investment advisements; or to value securities. Examples and considerations are hypothetical and educational. Please consult a financial advisor before making investments in any security. Thank you for reading!)
20 years of doing my own investing. Avid reader of Financial magazines and Barrons. Higher level of investing knowledge. Learned my investing lessons over the years. I believe in investing to mitigate risks to our money in terms of larger downside risk. Therefor I have invested to protect against dollar devaluation, and high or hyper-inflation. Those risks are much much higher today (4/2011) than they were in 2007. So to minimize these risks to your net worth AND TO YOUR PURCHASING POWER, at 35% I am heavily invested in alternative investments (those investments that should maintain or increase in value during high inflation or with dollar devaluation). Examples, gold, silver, TIPS (Vanguard Inflation Protected Securities Fund or the TIPS fund are good choices), energy & oil, and commodities including agricultural, and International stocks. These stocks wiill do better than US stocks because of exchange rates if we have a dollar devaluation. 15% in silver and among all alternative investments as things get worse I will increase my alternative investments allocation and will add guaranteed (for principal but not to exchange rate) cd's invested in a strong basket of foreign currencies through Everbank (www.everbank.com)
And remember a good stock fund is easier to pick than a stock, easier to monitor. Do not have over 2% of your investing assets of all types in any one stock!!!!! This has killed many investor due to stock specific risk (Enron, Level 3 etc).
Having taken the "red pill" in early 2007 (with regard to our modern economic/banking/fiat system) I've slowly changed my own business plans and operations accordingly. Seeking Alpha has become my regular daily reading. Part of the continuing self-education that our modern American educational system unfortunately does not even remotely deem necessary. Slowly considering investing in stocks and bonds, cautiously and conservatively.
Former International Program Manager who has built factories and distribution centers around the world. Former small marketing company CEO. Now retired and an investor.
Life long learner with a passionate interest in business and investments.