He received his MBA in Accounting from St. John's University, where he taught courses on the stock market using both fundamental and technical analysis. He marketed fundamental research at Woolcott Research, technical research at Adler Coleman and Hoenig & Co,also quantitative research at Koenig Advisers. Tom currently markets Chaikinanalytics.com and Stockpickerusa.com, both quantitative services that use both fundamental and technical metrics to rate individual stocks. His book "Successful Stock Signals for Traders and Portfolio Managers" is available on Amazon, StockCharts.com and Barnes & Noble. Alerts @tomlloyd12. His stocksindemand.com system is designed to make pros in one day.
Background: F. Martin Koenig has over 30 years experience in investment management with Chase Manhattan, AIG Global Investors, Mitsubishi Bank, Integrity Mutual Funds, and his own firm, which has focused largely on hedge funds. He moved the Integrity Technology Fund from a * STAR to ***** STAR rating in just 3 years. In the early 1980s, he also co-developed the StockPickerUSA.com approach to investing with Dr. Constantin Bilciu who has his PhD in Computer Science. Koenig Advisors-StockPickerUSA.com seeks to improve the reward/risk ratio of portfolios. We use a multifactor approach to select attractive issues to buy and unattractive issues to sell; placing emphasis on valuation, price momentum + mean reversion, and future earnings characteristics. We also dynamically vary the %cash or %short exposure using proprietary models.
Formerly (fall 2003- spring 2007), Mr. Koenig was Chief Economist and Senior Portfolio Manager with Integrity Mutual Funds, Inc. Prior to joining Integrity, he was Chairman of Koenig Advisors Inc., and Koenig Capital Investment Inc., the sole General Partner of New World NT Fund, L.P. Since 1982, acting as a consultant and otherwise, Mr. Koenig has assisted in the start-up of a number of investment management firms, including the turn key start-up of Mitsubishi Bank Trust Company of New York in mid-1987. He is generally known for his expertise in this area. In late 1987, Mr. Koenig joined the recently formed AIG Global Investors as Managing Director, becoming Co-Chairman of the Global Stock Selection Committee. He concurrently served as Chief Investment Advisor to Mitsubishi Bank. In 1989 F. Martin Koenig Advisors commenced operations as a private proprietorship with less than 15 clients, retaining the Mitsubishi relationship until 1991. Koenig Advisors is successor to this proprietorship. Mr. Koenig began his career at Chase Manhattan Bank. He advanced to Senior Portfolio Executive, Vice President, Division Manager, and member of the Portfolio Strategy Group, with direct responsibility for about $1 billion (impacting $7 billion) in assets under management. While working at Chase Investors Management Corporation, Mr. Koenig developed the first generation version of StockPickerUSA.com (SM). Mr. Koenig graduated from the University of Virginia with a Bachelor of Science Degree with concentration in finance and accounting, and received his MBA in investments at the American University, graduating at the top of the class. He is also a founding Director and past President of both the New York and National Option and Futures Societies. Mr. Koenig is a Chartered Financial Analyst and member of the New York Society of Securities Analysts, where he was unanimously cited as “Volunteer of the Year” in 1994
Recent graduate from Bulls on Wall Street and a full time day trader. I have been an investor in the stock market for over 20 years. It wasn't until Stocktwits and Twitter came out that I realized I was missing the boat in the market.
I was your typical Buy and hold kind of guy and I had some fantastic wins. However, I also had some mammoth losses with that strategy. I read hundreds of books, went to investment seminars, subscribed to the Wall street Journal. IBD, Barron's and countless other financial publications. I spent thousands of hours studying and reading about the macro economy and companies I wanted to invest in. I studied company financials, read every article about them, listened to conference calls, looked into management, checked out their product or service all in the hopes of investing in the next Apple, Microsoft, Walmart, early and becoming an overnight millionaire.
Then I started following day traders on Twitter and Stocktwits and I watched these traders make some pretty impressive profits holding a stock for literally 10 minutes or an hour. I actually watched one individual make an obscene amount of money in one stock both on the way up and then on the way down in about 4 hours. The kicker for me was when he concluded his trading in that stock he asked " Hey does anyone know what that company does?" I was floored!! They were in and out in one day and holding a cash position overnight. Not having to worry about waking up the following morning to some negative Press release about one of the companies they are invested in, or the overall macro economy that sends markets or your stock plunging.
It was then that I decided to educate myself and learn this craft to become a full time trader. Now I am blessed and living my dream of making a living doing what I love as a day trader and blogging about my journey. You know you have passion for your job when you are sad that its Friday and you can't wait till Monday.
Mr. Lloyd is a private investor based in Texas. He has recently worked at CCM Opportunistic Advisors, an emerging manager fund, and Invesco, where he was a Managing Director 11 years. At Invesco, he was lead manager of the $5 billion Constellation Fund and the $1.4 billion Summit Fund. He has also worked in the energy industry for 5 years and served in the U.S. Navy for 8 years as a Naval Flight Officer flying in the S-3B Viking.
•Mr. Lloyd received a BBA from the University of Notre Dame and an MBA from the University of Chicago.
•Mr. Lloyd holds the Chartered Financial Analyst® designation