Business owner for over 30 years now working less and investing more. Our company has grown from $1M in sales to $25M in that time. I have recently sold my shares as part of an exit strategy. My philosophy for success in life and business is based on creativity. As Albert Einstein once said, "Insanity: doing the same thing every day and expecting a different result."
I occasionally analyze and evaluate my portfolio while slowly transitioning into retirement. Currently my portfolio consist of etfs, mixture of index (ivv, vti), dividends (vig, vym) and sectors etfs that might outperform the market (vht, ibb, ita, vgt, ftec, fhlc). I also have a few stocks (big caps, dgi, growth, ...), acquired whenever they seem to be undervalued (wfc, wmt, bp, vlo, aapl, ip, cmi, main, vtr, ohi, stag, jnj, cmg, ...). My favorite reward/risk index is Sharpe Ratio, i try to keep my etfs at 3ySR above 1.5 if possilbe. Right now my preferred mix is about 30% index/dividend etfs, 15% health/bio, 15% technology etfs, and 40% stocks.
Caiman Valores is a Colombian based independent investigations and risk management consultancy. It specializes in South American listed companies and conducting regional economic and risk assessments. The principal of Caiman Valores "Matthew Smith" has over a decade of experience in the investment industry. During that time he worked in investment and risk management, investment advisory and corporate strategy. Over the years, he has spent considerable time analyzing investment solutions as well as designing and implementing risk management frameworks for two global banking institutions. Prior to embarking on a career in financial services he built a career in the field of risk management for government security agencies. He has travelled extensively through South America, speaks Spanish and enjoys learning about new cultures and languages as well as travel and adventure. Matthew has a Master of Business Law from the University of Sydney as well as a Master of Arts in International Relations and a Bachelor Degree in Political Science and Economics from the University of New South Wales. Please feel free to contact him regarding investments, writing, or speaking opportunities via email at email@example.com.