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I am a value investor at heart and measure my portfolio against a standard asset class mix for moderately aggressive and against the Wilshire 5000 sector diversification index. Having said that, I find it necessary to use technical trading principles and options to generate some extra performance to meet my goals of averaging 8% return on my full portfolio by beating the S&P each year. Since 2004 I have failed to beat the S&P twice but my average performance over the S&P since 2004 is 3.8%.

When I first subscribed to SA Pro I ran a test of selected recommendations from an account I funded for that purpose. My average gain showed that the returns would easily cover the cost of the subscription.
  • Description: Occasional Investor. Trading frequency: Weekly
  • Interests: Developed International Markets, ETFs, Emerging Markets, Energy stocks, Options, REITs, Retirement savings, Stocks - long
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