An investment firm specializing in macro economic trends through a top down analysis of companies. We look for market discrepancies and strong cash flow to fortify our intuition and establish positions at favorable pricing. We will begin testing a new portfolio strategy which will include a hybrid of long and short bets as opposed to our current long only 5-year macro economic trend portfolio which is now up 16% YTD.
I am an individual investor in my early 50's and focus on investing in dividend-paying and dividend-growing stocks with a long-term horizon. My goal is to generate at least 50% of my retirement income from dividends and rest from other investments like real-estate (rental) etc. I have been investing for the last 20 years and consider myself a reasonably experienced investor. I plan to share my experiences by way of writing one or two articles a month.