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Mike Carr » Profile

Michael (Mike) J. Carr is the chief market strategist at Dunn Warren Investment Advisors, LLC. He has written extensively about the financial markets for more than ten years. Mike has been the editor of the Market Technicians Association (MTA) monthly newsletter, Technically Speaking, since 2003 and associate editor of the MTA's scholarly publication, Journal of Technical Analysis since 2005. His work has been published in major industry magazines including Stocks, Futures, and Options (SFO), Futures, Technical Analysis of Stocks and Commodities, and Traders. Mike has also written for a number of web sites, including Working Money, Traders.com Online, and Moneynews.com. He is the author of Smarter Investing in Any Economy: The Definitive Guide to Relative Strength Investing.

Mike received a masters degree in management from Webster University and his undergraduate degree in chemistry from Wilkes University. He is a Chartered Market Technician and a board member of the Market Technicians Association Educational Foundation.

Mike Carr's Company

Dunn Warren Investment Advisers We believe that successful investing comes from correctly assessing and acting on risk; not by attempting to predict the future course of the market. Incorrectly assessing risk potentially leads to a painful loss of money. We manage our portfolios by acting on the current market environment for risk, valuation, economic growth, investor sentiment and relative strength.

Dunn Warren manages multiple investment vehicles, including: stocks, bonds, Exchange Traded Funds (ETFs), mutual funds, variable annuities and variable universal life policies.

For each investment vehicle we provide four product strategies - Earnings Momentum, Total Value, Strategic Growth and Strategic Allocation.

Within each strategy, we have developed model portfolios that are designed to match the right investment with the individual. We have designed four different model portfolios - Aggressive, Growth, Moderate and Conservative - for each investment vehicle. This allows us to focus on managing risk as well as working with the client to reach their objective.

We also believe that if we are driving your portfolio you should know where you are going. Therefore we send our clients a monthly newsletter telling them what our thoughts are and how we manage risk in the current environment.
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Company Contact Details
Web URL:
http://www.dunnwarren.com

Mike Carr's Book

Smarter Investing in Any Economy: The Definitive Guide to Relative Strength Investing This book is about letting the little guy do what the big guy has always done. Hedge funds, pension funds, and other institutions have always used relative strength investing to rack up big returns, yet the methodology has never been presented to the individual investor as a viable, easy-to-understand investment strategy, as it is in this book. Michael Carr, a personal investor with a longtime background in system design and analysis, has applied his professional expertise to investing. After running millions of relative strength calculations, Carr proves that relative strength investing works in any market climate. By strictly following his methodologies outlined in this book, you can more than double the returns of the S&P 500, with less risk. Carr shares his results, methodology, and step-by-step instructions here in this book. Smarter Investing in Any Economy: The Definitive Guide to Relative Strength Investing will show you how relative strength strategies allow you to invest successfully in both bull and bear markets. Even in a market downturn, something is always going up. Relative strength will help you pinpoint that stock, currency, or commodity that s on its way up. Recent advances in computing capability and the widespread availability of ETFs have now opened up relative strength strategies to virtually any investor. Relative strength has been widely used for years by financial institutions; however, it was never accessible to individual investors because of complex custom programming requirements. Computing advances, coupled with new ETFs that limit risk have made relative strength a viable strategy for long-term investors and day traders alike. Carr has broken down his technique to the level that any Microsoft user can implement his strategies successfully.
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Snapshot
  • Portfolio manager
  • Trading frequency: Monthly
Interests:
  • ETFs
  • Mutual Funds
  • Stocks - long