Retired engineer who enjoys investing which gives me a good reason to keep up with the world. Have core holdings in mutual funds--equity and bond, and quality dividend stocks. IRAs and Roths constitute the major portion of the portfolio. Since the world markets are quite mixed, I'm more interested in a defensive position.
Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
Taylor Dart is a top contributor on Seeking Alpha in both the Long Ideas and Precious Metals section of the website. He has over 7 years of experience in active investing with a compound annual growth rate the past 4 years of 21 percent. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
Benjamin M. Lavine, Chief Investment Officer at 3D Asset Management, is an investment professional with over 19 years of experience in asset management and institutional consulting. Ben brings a versatile investment background and knowledge set having served as a portfolio manager on the developed markets equity team at Batterymarch Financial Management and as a vice president in the Funds Management Division at Wilshire Associates. Ben brings expertise in the following areas:
•Global Quantitative Equity Research and Management
•Macro Investment Strategy
•Institutional Product Management and Development
•Institutional Consulting and Public Markets Fund-of-Funds
Ben received his MBA from UCLA’s Anderson School of Management, holds the CFA designation, and has experience working on data platforms including Bloomberg, Factset, MATLAB, and Thomson/Reuters.
Deborah Fuhr is a partner and co-founder of ETFGI, an independent research and consultancy firm established in early 2012 is research and consulting on the global ETF and ETP industry. The firm is focused on providing thought leadership, publishing independent research on the industry, products, applications, competitors, providing education and assistance to investors on product comparison, asset allocation implementation as well as offering customised research. The annual paid subscription service will provide detailed global analysis of the industry on a monthly basis, a directory of ETFs and ETPs and access to the ETFGI database on a country, regional or global basis to allow investors to find and compare ETFs and ETPs across various characteristics in order to build a single or multi-faceted analysis in line with their investment or research requirements.
Previously she was the Global Head of ETF Research and Implementation Strategy and a Managing Director at BlackRock and Barclays Global Investors from Sept 2008 – Oct 2011. Under Ms Fuhr’s guidance, BlackRock’s Global ETF Research and Implementation Strategy team was responsible for advising clients globally on the implementation of asset allocation strategies using ETFs, producing analysis and guidebooks on the global ETF industry. The team won a number of awards for their reports. These reports were distributed to BlackRock’s wide range of institutional and intermediary based clients at no cost.
Prior to joining BlackRock in September 2008 Ms Fuhr spent the prior 11 years working at Morgan Stanley. She was a Managing Director and head of the Investment Strategies Group at Morgan Stanley based in London. The unit advised institutional investors globally and wrote on the implementation and strategy on the use of Delta products - including Exchange Traded Funds (ETFs) on equity, fixed income and commodity indices globally, OPALS (Optimised Portfolios As Listed Securities), certificates, swaps, futures, out-performance trades, securities lending and yield enhancement trades.
The group has won the award for most useful ETF Research by investors in Europe and the Americas 6 times and by investors in Asia Pacific and Africa 4 times, in an annual global survey conducted by ExchangeTradedFunds.com, and for three years, Deborah has in the same survey won the award for the Greatest Overall Contribution to the development of the Global ETF industry. In 2011, Deborah also received an award for her contribution to the ETF sector in 2010 at the Closed-End Funds and Global ETFs Forum in New York, while her team also won the award for Best ETF Research in a survey conducted by ETF Express.
In 2012, 2009, 2008 and 2007, Ms Fuhr was named as one of the Top 100 women in Finance, a distinguished list of the most influential women in European Finance, by Financial News and in 2010 was featured in Investors Chronicle’s list of "150 People That Can Make You Money", a list which examined investment professionals in emerging markets, the world's financiers, economists, politicians and regulators, corporate game changers and big money managers worldwide.
Previously she was an Associate at Greenwich Associates the premier strategic consulting and research source for providers and users of financial services worldwide.
She is on the Editorial Board of the Journal of Indexes (USA) and Journal of Indexes Europe, the Advisory Board for The Journal of Index Investing, investment panel of experts for Portfolio Adviser, FTSE ICB Advisory Committee, and the International Advisory Committee (IAC) for the Egyptian Stock Exchange, as well as the University Of Connecticut School Of Business International Advisory Board.
She has an MBA from the JL Kellogg Graduate School of Management, Northwestern University, and Bachelor of Science from the University of Connecticut.
AMS certified broadcast meteorologist and individual investor with an interest in variant natural systems impact on markets. These include, weather and solar cycles and theoretical quantum effects on aggregate behavioral economics. Emphasis on developed baseline market price expectation and recognition of price distortions created by market sentiment and transient fundamentals. Seasonal patterns of value and growth are identified such as latitudinal variance in interest rates with respect to solar and temperature changes.
I am a chemical engineer with a MS in Food Technology and Economics. I am also the author of 2 mathematics books ("Arithmetic calculations without a calculator" and "Word Problems") and perform almost all the calculations in my mind, without a calculator, making it easier to make immediate investing decisions among many alternatives. I invest applying fundamental and technical analysis and mainly use options as a tool for both investing and trading. In my spare time, I follow Warren Buffett's principle: "Some men read playboy. I read financial statements".
Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New York-based sponsor of exchange-traded funds (ETFs). Founded in 2008, we are distinguished by our smart core, income, alpha, risk management and access suites of ETFs, and we have more than 50 funds available across U.S. and foreign exchanges. Global X is recognized as a leader in providing intelligent investment solutions for our clients. Important disclosures: www.globalxfunds.com/privacy
Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager. From 1997 to 2006, when he founded Alhambra Investment Management, Mr. Calhoun was a Director of Investments at Oppenheimer & Co. Mr. Calhoun holds the Series 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Advisor Law) securities licenses. He has previously taken and passed the Series 7 (General Securities Representative) and Series 9/10 (General Securities Sales Supervisor) securities exams.
Joe proudly served in the U.S. Navy’s nuclear submarine service for 8 years (1983-1990) and was awarded several commendations including the Navy Achievement Medal in 1987. He studied engineering at the University of South Carolina and is a graduate of the U.S. Navy’s Nuclear Propulsion School. He founded Alhambra Investment Management as a registered investment advisory to address the needs of the individual investor. His market commentaries are widely read and published at various online outlets. He has appeared on Larry Kudlow’s program on CNBC and various radio programs. He is also an editor of the website RealClearMarkets.com.
Reason Investments provides financial planners and investment advisors tools to offer their clients more sophisticated portfolio management without expensive third-party platforms. Reason's ArcPoint Advisor software is underpinned by an innovative approach to risk tolerance assessment and portfolio construction. The software platform is currently in beta - an introduction can be found at https://arcpointadvisor.com.
In the early 1990s, during the middle of a secular bull market, I began work on "A Modern Approach To Graham and Dodd Investing," that was not particularly suited for the decade of the 1990s, but was ideally suited for the following "Lost Decade" of the 2000s.
Mark Hebner is the founder and President of Index Fund Advisors, Inc., author of the ifa.com web site and the book and documentary film, Index Funds: The 12-Step Recovery Program for Active Investors, www.indexfundsthemovie.com. His firm has $2.7 Billion in AUM as of Dec 2015 and he has attended over forty investment conferences focusing on passive investing, and is considered the leading internet provider of articles, videos and data on index funds and especially information on Dimensional Funds Advisors mutual funds and portfolios of the research indexes used by DFA. He is an Investment Advisor Representative (Series 7 and 65) and has a Masters in Business Administration from the University of California at Irvine.
Daryl Montgomery is the organizer of the New York Investing meetup, a 7,000 member educational group that provides the public with unbiased stock, bond, currency and commodity market information. For details, see: http://ow.ly/Y6CNhT (it's free to join). The group is the largest investing meetup in the world. It holds monthly general meetings, offers small classes on investing topics, has webinars and provides individual tutoring.
Montgomery, a former professor and expert witness in court cases on data reliability (up to the Supreme Court), has written a number of books on investing and approximately 700 articles on financial topics. He was formerly the chief blogger for the "Helicopter Economics Investing Guide". He has done extensive research on optimal use of technical indicators. Montgomery has never worked for, nor has any association with any Wall Street company and this allows him to bring an independent perspective to market analysis.
The New York Investing meetup's strength is in calling market turns. It called the top in gold and silver in March 2008 and the exact day of the oil bottom in February 2009 and almost the exact peak price in Silver in 2011. The group went to an all-cash position starting in September 2015. The New York Investing meetup uses its own approach to technical analysis and currently has access to a proprietary model that predicts tops and bottoms in stocks and commodities.
I am the son of an Army pilot, a former chef and long time trader/market watcher. I currently write analysis and commentary for OptionInvestor.com where you can find me on Monday's and Thursdays, when I write the daily Market Wrap. OptionInvestor.com is a package of newsletters focused on using options to improve returns and increase income.
I take a fundamental approach to technical trading where I keep abreast of economic events while applying them to the charts. My main focus is the SP 500 but I am not limited to that. I currently trade gold, oil, the dollar as well as the indices and stocks.
I have taken a profound interest into demographics and how they are affecting market dynamics. My articles here on SeekingAlpha are the result of years of economy watching and research inspired by such.
I am a 'deep value' investor/analyst mainly focused on the US small-cap universe. I started out with a long-only bias (stocks trading close to NCAV etc.), but I have now started to focus on the short side as well. I am especially interested in instances of aggressive accounting and earnings manipulation. I am always looking to connect with fellow investors/analysts so do not hesitate to contact me! I am also passively looking for a job on the buy-side.
I am an independent analyst interested in investing in value and dividend growth stocks as well as speculating in natural resource stocks as well as on a global basis. Lately my focus has been on ETFs, ETF strategies, and asset allocation. Check me out at https://steemit.com/@thefinanceguy
VizMetrics was founded in 2002 to help improve results through better comparisons and analysis. Our founders recognized that there had to be a better, faster way to get the right information into the minds of investors.
VizMetrics Portfolio Recipes at www.recipeinvesting.com that allow investors to use and compare various tactical portfolio algorithms, as well as static asset allocation strategies.
From the beginning, we have focused on maximizing results with high-visibility tools and superior data visualization.
Value Digger holds MSc. in Electrical Engineering, speaks four languages and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 70%, an average return per recommendation of over 20% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
The Mutual Fund Observer operates as a public service, as a place for individuals to interact, grow, learn and gain confidence.” It is a free, independent, non-commercial site, financially supported by folks who value its services. We write for intellectually curious, serious investors - managers, advisers, and individuals - who need to go beyond marketing fluff and computer-generated recommendations.
The Observer has about 25,000 readers.
The Observer is published by David Snowball. David is a Professor of Communication Studies at Augustana College, Rock Island, Illinois. Augustana is a nationally-recognized college of the liberal arts and sciences, founded in 1860. David’s teaching portfolio at the college includes:
Advertising and Social Influence
Propaganda in the 20th Century and Beyond
Communication and Emerging Technologies
Business and Professional Communication
For a quarter century, David competed in academic debate and coached college debate teams to over 1500 individual victories and 50 tournament championships. He served as the closing moderator of Brill’s Mutual Funds Interactive (a Forbes “Best of the Web” site). From 2006-2011, he was the Senior Fund Analyst at FundAlarm and author of over 120 fund profiles. He and partner Cheryl Welsch launched the Observer in April 2011.
His work has been cited in The New York Times, USA Today, The Wall Street Journal, Barron’s, Business Week and, on the web, at Motley Fool, MSN Money, CBS Marketwatch and elsewhere.
David lives in Davenport, Iowa, and spends an amazing amount of time ferrying his son, Will, to baseball tryouts, baseball lessons, baseball practices, baseball games … and social gatherings with young ladies who seem unnervingly interested in him.
The Observer's special expertise is in newer and smaller mutual funds, those that are effectively "off Morningstar's radar." We focus, in particular, on no-load, retail funds which are accessible to average folks.
As Head of Global Strategy at Envestnet, Mr. Karabell helps shape and communicate Envestnet's investment perspective and deep research capabilities to clients and the media alike and advise the Investment Committee of Envestnet | PMC® in connection with PMC's portfolio solutions. He also consults with the senior management of Envestnet on corporate strategy, branding and market position.
Karabell is President of River Twice Research, a consulting company, and River Twice Capital Advisors, a money management firm. Previously, he was Executive Vice President, Chief Economist, and Head of Marketing at Fred Alger Management, a New York-based investment firm that manages approximately $20 billion in mutual funds and institutional accounts. He was also President of Fred Alger & Company, a broker-dealer; Portfolio Manager of the 5-star China-U.S. Growth Fund (CHUSX); and Executive Vice President of Alger’s Spectra Funds, a no-load family of mutual funds that managed the Spectra Green Fund. At Alger, he oversaw the creation, launch and marketing of several funds, led corporate strategy for strategic acquisitions, and represented the firm at public forums and in the media.
Educated at Columbia, Oxford and Harvard, where he received his Ph.D., Karabell has taught at several leading universities, including Harvard and Dartmouth, and has written widely on economics, investing, history and international relations. He is the author of twelve books and sits on the board of the New America Foundation and the Carnegie Council on Ethics. In 2003, the World Economic Forum designated him a "Global Leader for Tomorrow." He is a Senior Advisor for BSR, a membership organization that works with global corporations on issues of sustainability.
As a commentator, Karabell writes “The Edgy Optimist” column for Reuters and The Atlantic. He is a commentator on CNBC and MSNBC, Contributing Editor for The Daily Beast, and writes for such publications as The Washington Post, Time Magazine, The Wall Street Journal, The Los Angeles Times, The New York Times, Foreign Policy, The Financial Times, and Foreign Affairs.
Babylon Wealth is an independent fee-only wealth management company dedicated to helping clients reach their financial goals and empower their investment portfolio. At Babylon WM we believe in broad portfolio diversification with deep value focus and long-term horizon.
Before starting his RIA firm, the founder Stoyan Panaayotov, CFA, spent 11 years on Wall Street working in various capacities for Credit Suisse, Wells Fargo, and Deutsche Bank. He completed my MBA in Finance in 2004 and earned CFA designation in 2006.
Richard J. Parsons is a former banker who writes about banking. His newest book is “Investing in Banks: Strategies and Statistics for Bankers, Directors, and Investors,” published in April by The Risk Management Association. In this book he examines long-term bank stock performance and identifies specific factors that create and destroy shareholder value.
He is also the author of Broke: America’s Banking System, published in 2013. In this book Parsons explains why the U.S. banking system has suffered nearly 3,500 bank failures over the past three decades.
Parsons is a frequent contributor to the American Banker and the Risk Management Journal. He teaches the Operational Risk Management course for the Wharton-RMA Advanced Risk Management Program as well as the Advanced Operational Risk Management course for the RMA.
The RMA Journal selected Parsons’ article -- “The Next Crisis in Banking: A Talent Crisis?” -- as the first place winner in its 2014 Journalistic Excellence Award.
Prior to writing and speaking about the banking industry, Parsons spent more than 31 years at Bank of America where he was an executive vice president and member of the Management Operating Committee. In his last role he chaired the bank’s Operational and Compliance Risk Committee and the Emerging Risk Committee.
Parsons has a BA in history from Ohio Wesleyan University and an MBA from the University of Virginia Darden School of Business.
Ronald J. Surz is a partner and CIO of Paladin FinTech, researching financial technology as well as providing a portal to leading edge financial technologies, including some developed by Paladin.
He is also President of PPCA and Target Date Solutions, and partner of TDF Builder and Sortino Investment Analytics.
Ron has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
I am an individual Value investor with a long term view, with a background in engineering. I understand and have an interest in business and operations.
That said, I see the value in quantitative investing and the use of historical data. This allows me to assess the probability of an investment strategy to perform in the future. I avoid speculation, unfounded claims and market timing.
My focus is on long ideas with a contrarian and deep value spin, but I also work elements of momentum into my strategies as well.
Click the “Follow” button above to receive notifications of my new articles!
Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.
I am an individual investor. My professional background is in the finance area. I have managed my own investments for over 30 years. For most of that time, my focus was on portfolio building using individual stocks. About 5 years ago, I shifted my focus to investing via ETFs. I have found that this has greatly simplified my investment style yet simultaneously increased the scope and diversification of my portfolio.
I firmly believe that the benefits of investing, and the market, should be understandable and available to everyone, including individuals who may have little or no financial background. My hope is to explain concepts simply, taking much of the mystery and accompanying fear out of the process. I look forward to enjoying the journey with everyone who decides to follow me, and hope I can make a difference in someone's life.
In addition to my blog, you can find me at:
ADS Analytics is a financial markets research group. We analyze the markets through the prism of fundamentals, technicals, valuations, macro and other drivers in an attempt to gauge the direction of various asset classes over the medium-term.
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
Visit our website for more information or to signup for our weekly email updates.
Follow me on Stocktwits: http://stocktwits.com/fabiancapital
Vance Harwood is a private investor and consultant whose interests include macroeconomic forecasting, investor psychology, and volatility as an asset class. His investment activities include trading index ETFs, volatility related ETPs and their associated options. He blogs at sixfigureinvesting.com—mostly about volatility, but occasionally about options strategies, bond funds, and general market topics. He tracks the USA based volatility ETPs and has simulated the performance of most of them back to the initiation of VIX Futures in 2004.
A couple things Vance believes:
The past does not predict the future (see Nassim Taleb’s “Fooled by Randomness”). This invalidates much technical analysis–although I think the psychology of stock movements is very important
Past behavior of assets relative to each other (e.g., bonds vs stocks) does not guarantee future behavior
Markets fall a lot faster than they go up, typically at least 2X
“Buy and hold” ensures that you will experience the worst days as well as the best days of the market
Investing in individual stocks carries many more unknowns than aggregates like index ETFs (e.g., earnings surprises, analyst’s ratings)
Ron Rowland is a portfolio manager with Flexible Plan Investments, Ltd., a Registered Investment Advisor specializing in active management, located in Bloomfield Hills, Michigan.
He has been providing market commentary and active investment advice since 1991. He is the founder and editor of Invest With An Edge, a website and weekly newsletter providing free actionable ideas for ETFs, and the home of ETF Deathwatch.
Additionally, he is the Executive Editor of the All Star Investor newsletter (http://allstarinvestor.com), a highly regarded paid subscription investment service he started in 1991.