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PROFILE: Baby-boomer managing own portfolio. Value investor seeking to diversify in multiple asset classes and constantly probing and exploring sectors that are poised for earnings growth and capital appreciation and at the same time offering a margin of safety.
>LIKES: ETFs, REITs, BDCs, Large Caps, Mid-cap Value Funds
>ICONS: Benjamin Graham, Warren Buffet,, Bill Gates, Ray Kurzweil, Jeffrey Grossman
>SECTORS: Energy, oil & gas, financials (global & domestic banks, insurance, investment banks), infrastructure plays, biotech, pharmaceuticals, transports (maritime & rail), M&A special situations.
PERISCOPE/PRISM: Trend Watcher, Dream Weaver, Sky Catcher
MY MANTRA: For finding good value stocks --> [*3i*] -->[Inspiration+Imagination+Innovation]
Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, REITs, Tech stocks
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