Most recently, Managing Director at start-up investment advisor, Julex Capital Management, developing and marketing dynamic asset allocation ETF Managed Products and services to financial planners and institutions providing downside management and upside participation and consistent returns in both bull and bear markets. Previously, as head of U.S. Portfolio Management for Sun Life Financial for 12 years, actively directed client-focused portfolio management for $37 billion in insurance company investment portfolios to maximize risk-adjusted return. Managed asset mix, credit quality, liquidity, duration, and derivatives exposures for 80+ life insurance, annuity, and surplus portfolios. Specialties in asset allocation, fixed income management, interest rate risk hedging, and immunized portfolio construction. BA Boston College, MBA Boston College, CFA Charterholder earned in 1989.
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
Len Holliday was a stockbroker in Anderson, S.C. for over 20 years. He is now a stay at home stock market watcher. Len is also a weather forecaster and President of FirstHand Weather. His son Matthew Holliday is CEO of firsthandweather.com who is a Meteorology Major at the University of Oklahoma. Mr. Holliday has a passion for the stock market as well as the weather. His address is 831 Mize Road Belton, S.C. 29627 or firstname.lastname@example.org. He and his wife have four teen-age boys. Mr. Holliday has a B.S. Dgree in Mathematics and is very good at stock market charting. We hope you make alot of money in the stock market. Be sure to do your on home-work. It is hard to make money if you expect someone else to pick your stocks for you. I am not responsible for any lost money that might happen to you if you take my advice. You are on your on. Point is; You must make your on decisions with regard to the stocks you choose to buy.THANKS! Len R. Holliday
I am from Italy and that is where I live now after spending the best part of a decade in London.
I work in technology developing software for the financial industry mostly using Java.
I am an occasional investor, normally keen on Apple but also on QQQ, IBB, some other ETFs and some Italian companies such Telecom Italia, Enel, Unicredit, Juventus.
I believe that there is a fine line between trading and investing and my time horizon and holding period varies from a few weeks to a few months.
I normally buy or sell plain shares although sometimes I venture into options.
I like selling covered calls on index ETFs such as QQQ and IBB.
Dr. Henry Ma, CFA, is a global macro manager who specializes in both short-term trading opportunities and long-term asset allocation strategies in global equity indexes, currencies, commodities, interest rates and ETF's. He is the President and Chief Investment Officer of Julex Capital Management, an tactical asset management firm aiming to deliver consistent returns regardless of market conditions. Previously, Dr. Ma spent fourteen years as a hedge fund manager, a director of research, a trader and a risk manager in various renowned asset management organizations. He earned his Ph.D. in Economics from Boston University and a Master's and a Bachelor's degree in economics from Beijing University in China. He is a frequent industry speaker on topics such as quantitative investing and risk management.
The materials on this blog are for the purpose of sharing opinions only. You should speak to your own financial advisor before making any investment decisions. Mr. Ma is not responsible for any actions you take upon reading his articles and opinions.
I'm a retired semi-professional technician from the manufacturing side of industry. I've been extremely fortunate having started my investments right at the beginning of the bull market in the early 80's. At this point in my life I'm more concerned with drawdowns verse appreciation hence my investments are tilted conservatively. Still, I'm young enough to realize that I have a long retirement ahead of me and need equity exposure to allow me to outlive my assists. In these uncertain times both equity (moderately overvalued) and debt securities (highly overvalued) are problematic.
I am a Financial Analyst and maintain my own Site http://www.everythingaboutinvestment.com where i put the articles regarding investment so that it can help each and everyone around the globe to get an detail insight into Investing and Investment.