***The premium subscription portfolio returned 9.3% in less than a year, significantly outperforming major indexes. For a free trial of the paid subscription, please click on the orange "FREE TRIAL" link to learn more. If you would like to receive future free updates on interesting companies, please click the orange "Follow" button on any page showing one of my articles. The "Follow" button is located at the top of the page, next to my profile name and picture. Also, please make sure to learn more about my paid SeekingAlpha Marketplace subscription service and take advantage of the absolutely free trial.***
The subscription portfolio uses several diversification strategies and delivers returns with low correlation to the markets.
Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
Below my portfolio:
BioPharma Large: AMGN, GILD, CELG, BIIB, REGN, ALXN, BMRN, SHPG, JAZZ
Biotechnology Product: SGEN, MACK, OASM, XXII, ACAD, OMER, SUPN
Biotechnology Clinical: CUR, ARRY, NWBO, CLVS, NVIV, AGEN, NK, ADRO, SRNE, ADXS, RDUS, ALNY, RVNC, CYTK, AGIO, CNAT, OCRX, CEMP, MGNX, PTLA, GNFT, ATRA, ESPR, FGEN, LJPC, MEIP, AFMD, CLLS, ADAP, RGLS, CLDX, EPZM, ITCI, IMDZ, RXDX, CNCE, BLCM, KPTI
Special Pharma/Generic: HZNP, MDCO, MNTA
Gene Editing: NTLA, EDIT
Consumer Services: UNP, NSC, CSX, CVS, CAH, MCK,TGT, DIS, ABC
Consumer Goods: PM, FLO, VFC, RAI, BTI
Energy: COP, BP, RDS-A, RDS-B, TOT, PSX, VLO, OXY, HP
Financial: WFC, JPM, RY, BMO, TD, BNS, TROW
Healthcare: JNJ, ABBV, GSK, ABT, NVO, BMY
Industrial: CMI, UTX, HON,
REITs: WPC, OHI, HCN, VTR, NHI, PSA, EXR, LSI, SKT, SPG, ESS, FRT, CCP, NSA
Technology: IBM, SSYS, DDD, SWKS
Utilities: DUK,SO, ED
MLP: EPD, MMP, PAA, SEP, OKS, KMI
In Israel currency I hold: PSTI, RDHL
Acquired companies from portfolio: DYAX-->SHPG(cash); BXLT-->SHPG; RLYP-->Galencia (cash); MDVN-->PFE(cash);
Performance: without non US currency companies, dividend and acquired companies:
Portfolio A: DGI Dividend, Portfolio B Biotech, Overall, S&P500, IBB, XBI, Current Yield follow SigFig and Wikinvest is: 2.9% (Correct to 10/2016)
2016 YTD (10/1/2016): 9.66%, 5.10%, 7.88%, 6.1%, -14.32%, -5.45%
From Israel, born in 1977, working as IT Network&Security Specialist. Chess candidate master - chess helps me to remember and follow lots of stocks and companies' business. Chess helps me to be patient and to not be afraid to take risks, to learn from my mistakes and to be resistant to losing value, same in investing. If after buying my stocks they go down it gives me an opportunity to buy more, that is how I see it. No one can predict the market and only a few investors can avoid loss of their specific stocks, diversity is a key. I was pulled in to the market by a colleague in 2014 and don’t have any regret about it, because I start to see how here in IL simple not rich man can continue his life after 40-45 if he loses his job in a high-tech company and how it is possible to buy a home here, maybe even switch this to a primary job in future. I found the “seekingalpha” website after researching the healthcare industry. First steps were ETF's, but after learning & reading a lot about fundamental and value investing and after discovering DGI philosophy, DGI bloggers switching from my ETF's into stocks. I wish to know in which businesses I hold stocks and what I am investing in. I want to invest in what I believe in. Interested in biotechnology especially in cancer treatment companies and in biotechnology in general especially unmet treatment and innovation in medicine. Early in life I wanted to be a doctor and I am interested in the medical sciences in general. Also interested in 3D printing, solar energy, robotic and innovation technology that improves our civilization and our lives. Learning about DGI here, I am proud to be a DGI Investor (learning and I continue to learn a lot from all the people I follow, sorry the list is too long to give individual BIG THANKS to everyone for their great job, hope they will continue to do that!), but some of the people I must say THANKS to, for their works, articles, research and teaching young investors and people making their first steps, people whose all articles are a MUST READ (DoctoRx - for bio/healthcare, Chuck Carnevale - for FastGraph, Value Invest, Industrial and more, David Van Knapp - for DGI, Chowder - for DGI, Bret Jensen - for Economic/Healthcare, Brad Tomas for Reit, Kanak Kanti De - for bio/healthcare, BuyandHold, Puche for their comments, and many more. Thanks for your works and for your comments!)
But in other side I think elegant and perfect portfolio need be improved DGI: Income and Growth portfolio - something like (70/30 or 70/20/10) - 70% - DGI/Income Giant/Large companies 30% - Small/Micro cap that in potential can give to Investor >500-1000% (tenbagger - Peter Lynch) or 20%- Large high growth established without dividend, 10% - small/micro with huge potential one day they can growth to be Giant/Large next (Apple,Gilead) I know my English is weak, but I am working hard to improve it. Thanks for reading my profile and giving any comments and advice.
Trader of equities and options for over 12 years. Proprietary trading strategy involving options and biotech with a very high win to loss ratio. SMID cap biotech. Passionate about science and cooking.
"Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money."
We are a tax consulting and company formation firm located offshore in the sunny, tax free Bahamas since 1990. I've formed over 1,030 Bahamian IBCs and 360 Anguilla IBCs since 1990.
◾Anguilla is a UK overseas territory with same tax status as Cayman Islands.
◾All the money and technology to create their offshore registration services came out of London.
◾Anguilla was one of the very first tax havens that adopted an online registry service.
◾QEII is the head of State.
◾Got questions? email firstname.lastname@example.org
The Caribbean tax havens have grown to rival New York and London as a place to hold family assets, and the US FET is one reason why there are so many offshore companies there.
480,000 IBCs in BVI;
100,000 “exempt companies” in Cayman;
45,000 IBCs in the Bahamas;
30,000 cos in Bermuda
25,000 IBCs in Anguilla
None of the Caribbean (tax) havens levy an estate tax.
Nobody is much interested in tax avoidance any more, so I'm posting Tom's Fishing Gallary pictures instead http://bahamasbahamas.com/images/gallery.html
Personal info here https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button
and PFIC / FATCA info for planners https://www.linkedin.com/pulse/new-irs-form-8938-created-fatca-2010-can-filing-avoided-tax-havens?trk=prof-post
JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity." http://www.jpmfinancialservices.com/images/PDFs/EstateTaxation.pdf
Earned a Doctorate in Pharmacy (Pharm.D.) in 2010 and Pre-Pharmacy/B.S. in Molecular Biology in 2006. Over six years of direct experience in translational research in oncology investigating the molecular/cellular mechanisms of carcinogenesis focused on biomarker identification and validation working in a multi-disciplinary matrix environment across academia, contract research organizations and industry.
Analyst Tip Ranks: https://www.tipranks.com/experts/dr.-paul-nunzio-desantis%252C-pharm.d