Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors. Visit his site: ETF Trends (http://www.etftrends.com/) ETF Virtual The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com. Alts Virtual The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
Age 67, high school and self educated. Retired after 38 years with one of the largest financial services companies in the world. Handle my own portfolio on-line since 2002 before retirement in 2008. I am a momentum investor 100% equities, stocks only, now only mid to high dividend payers with 10% mad money which is in cash. When first took over portfolio lucked into precious metals and energy for major gains for years until I learned serious lessons in 2008-9. As a Canadian have been big in REITS, metals and minerals and energy. Often played Canadian Banks as short or day trades with great success. Blackberry was my first substantial tech investment so as "Sgt. Shultz" used to say "I know nothing" about it (technical aspects). I would consider my expertise if one would call it that, having a knowledge of the momentum of a stock based on every word (and the numbers although not a strength of mine) written about it, including the company itself. Also, always understand completely what the company does and what it needs to do to increase in value. I track almost daily over 200 companies entering their movement and any forecasts and opinions of recognized rating entities and any individuals who make sense.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO, MCD
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Blake Burgess is an entrepreneur who has worked as a business broker, real estate investor, environmental consultant and runs the Charleston Stock Trading Meetup group. He spends his time managing his portfolio, day and swing trading stocks and traveling worldwide to off the beaten path locations with his wife Stephanie. They manage their web site BurgessAdventures.com