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coltatticus

coltatticus
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ABOUT
I was an institutional bond and currency trader for 10 years before becoming a financial advisor 18 years ago. I act as portfolio manager for much of the money I run, but also use ETFs and mutual funds. I run three different portfolios: stocks, alternatives, and conservative. The clients get some combination, depending on their circumstance and risk tolerance. For myself and a few clients, I add an aggressive trading component using options and shorts.
SNAPSHOT
  • Description: Licensed Securities Broker. Trading frequency: Weekly
  • Interests: Bonds, Commodities, Forex, Gold, Stocks - long, Stocks - short, Tech stocks
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