A self motivated person who likes team work. Like everything related to technology and new media. Like to surf on the web, researching and extracting important information for my daily activities. A hospitable, good mannered person always responsible with people around me, and always in the mood to meet new people and new thoughts.
Hello SA. I'm happy to be a part of this great website. I have been a market watcher for many years, and have been a trader for 6 years back in the late 1980's and early 1990's. I have been a long-term investor since my early teens. I study and apply technical analysis, and I use common sense. I am a student of fundamental analysis, but I have a long way to go. That being said, I am very impressed with the trading style of some of the members here and have successfully incorporated some of their techniques into my toolbox. I hold a diversified portfolio of common stocks and mutual funds. I utilize many strategies at buying and holding long, and I have sold short as a trader and did fairly well with it. I endeavor to see the stock market in various ways. I study the general market outlook, but usually do not try to time the market as I believe that it's nearly impossible. I am holding issues such as Apple, McDonald's, Proctor and Gamble, Chevron, and Coca-Cola long-term.
Began with mutual funds (stock, junk, EM debt) and later branched out into individual securities, ETFs, CEFs, I-bonds and special situations.
Individual security selection tends to favor DGI. Mutual funds favor blue chips, EM stock, EM debt, and junk bonds. ETFs are a mixture of sector indexes and junky credit plays. CEFs include investment grade bonds and junky credit plays (bonds, preferred stock).
Typically held 20% cash but am currently levered.
I'm a computer engineer with a great interest in finance. I'm not a pro, I do it for my family. But I'll share what I know and try to be as helpful as I can. I own about 10% of my assets in precious metals. As for currencies, I keep about 75% CAD vs 25% USD of my assets. I have about 35% in mutual funds; global small cap, global fixed income and global real estate. These allocations are fully managed by me, but I re-balance twice a year or so. That mutual fund core is insuring sufficient diversification and low correlation to the following US and Canada single stocks.
About another 35% is a trusted core of single stocks, both Canada and US. These positions are generally overweight at about 3% of portfolio. Core positions have a few properties in my portfolio: low turn-over, very long term, low debt, often dividend growers with low payouts, good valuations, good growth, low beta. They are safe and feel safe, and I usually build those position over the years. I consider it core after 2 years of reliable service. A stock can gain my trust by presenting profits. Not much mega caps, mostly small to medium caps. Another property of my core: easy to understand businesses. They wash linen, they sell groceries, they make boxes, they produce wine. As I build confidence and understanding, I allow more exotic positions in core. They manage money, they rent retirement houses, they dig for metals, they patent software, etc.
At the other extreme, I keep a few lottery tickets as satellite positions for about 20% of portfolio total, 0.75% to 1.5% of portfolio each position. More risky or difficult to understand business, more volatile and some signs of stink. Could be reversal plays, could be momentum stocks, can display signs of breaking out. Usually, I rely a little more on technicals than fundamentals there. And I trade. I learn. I make mistakes. I churn. Survival of the fittest.
I always look for dips in my core positions, and I wait for clear signals to buy back (volume, a few moving avg). If I have cash, I use it. If I don't I look at core and I trim large gains. If no gains there, I look at satellites for gains. If no gains, I look at satellites for mistakes, stinkers, unreliable bets. With money, I buy dips in core positions or in-the-middle stocks. In middle stocks are first buys aiming core, or rising satellites gaining confidence and improving.
Here's my complete stock, ETF, mutual funds and precious metal portfolio as of mid-March 2016, with position size:
MUTUAL Global Equity Small Cap - Mawer (20%)
MUTUAL Global Fixed Income - PIMCO (17%)
PM Physical Silver and Gold coins (11%)
MUTUAL Global Real Estate - Pyramis (4.5%)
ADW.TO Andrew Peller Inc (3%)
SXP.TO Supremex (3%)
KBL.TO K-Bro Linen Inc (3%)
DIS Walt Disney Co (3%)
ATD.TO Alimentation Couche-Tard Inc (3%)
SIS.TO Savaria Corporation (3%)
RCH.TO Richelieu Hardware Ltd (3%)
MST.TO Milestone Apartments Real Estate Investment Trust (3%)
RC.TO RDM Corp (2.5%)
RPI.TO Richards Packaging (2.5%)
LAS.A.TO Lassonde Industries Inc (2.5%)
ITP.TO Intertape Polymer Group Inc (2.5%)
WPK.TO Winpak Ltd (2.5%)
SAP.TO Saputo Inc (2%)
MRU.TO Metro Inc (2%)
TCN.TO Tricon Capital Group Inc (2%)
PJP PowerShares Dynamic Pharmaceuticals Portfolio (2%)
UHAL Amerco (2%)
TIP iShares TIP Bonds (2%)
SRCL Stericycle (2%)
BAM.TO Brookfield Asset Management Inc (2%)
PSI.TO Pason Systems (2%)
TMA.TO Trimac Transportation (1.5%)
CCL.TO CCL Industries Inc (1.5%)
PHO.TO Photon Control Inc (1.5%)
SYZ.TO Sylogist Ltd (1.5%)
ADN.TO Acadian Timber Corp (1.5%)
ACLS Axcelis Technologies (1.5%)
ENF.TO Enbridge Income Fund (1%)
LGT.B.TO Logistec Corporation (1%)
AWK American WaterWorks (1%)
SYT Syngenta (1%)
UVE Universal Insurance Holdings, Inc (0.75%)
XPLT.TO XPEL Technologies (0.5%)
VCM.TO Vecima Networks (0.5%)
QST.TO Questor Technology (0.5%)
IWG.TO IWG Technologies (0.5%)
CASH -- CASH -- CASH -- CASH (0.25%)
ex-SOES bandit and full time market gadfly
The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the person of inferior emotional balance, or the get-rich-quick adventurer. They will die poor.”
—Jesse Livermore, How To Trade In Stocks
Full-time Dad/Employee. Beginning trader/investor. Got a late start. Looking for more $ to provide opportunities for my kids and do good stuff for other folks. Not seeing much use for it otherwise, but enjoy trading and the things it teaches me about the world and myself.
I'm a retired restaurant owner, real estate tax lien investor, and small software developer. Spent 10 years as Cost Analyst and Administrator for IT Dept of US Corp HQ of Inchcape Shipping and 2 years as a Senior Data Processor in the US SE Region for Lucent Technologies. I've been investing in stocks since mid-2009 and am the developer of the Moving Average Fluctuation Indication Algorithm (MAFIA) which is an indicator used to give 2-5 day notice of most probable MACD crosses. My trading strategies incorporate both technical and fundamental analysis. My stock positions are always long.
Investor. Mission: Help people make money. Degree: Chemistry from Vassar College. Featured author of Momentum Options Weekly Wrap (http://momentumoptionstrading.com/ )
Follow me on Motley Fool Caps at http://caps.fool.com/player/modestus1.aspx .
For short-term ideas about big movers, follow my StockTalks. But please note I am not the best short term stock picker. I am 7-0-1 in the long term, but 0-3 in the short term. If you want better short term pickers, I recommend Michael Filloon and Alfred Little.
Over the last 12 years, I am 7-4-1. I was up 130%, 290%, 105%, 356%, 19%, 275%, 526% from 2001-2007 respectively, and down 9%, 39%, 72% from 2008-2010 respectively. In 2011, I was flat, but some ill-timed trades (should have held AG) caused a loss of 17% and 14% in 2012 and 2013. Note: gains and losses include transaction costs. 2009 and 2010, I traded frequently, adding up transaction costs. That is why I favor longterm holding over shortterm trading.
I invest in all stocks. I don't agree that US stocks are the safest. Want a safe stock, try TEVA. It did not fall much, or at all, during the credit crisis. And generics are the future.
Being a chemistry graduate, I tend to focus of the drug, medical, biotech, and chemical industries. So far, I wrote about 5 medical companies (RPC, OREX, KV.A, PLX, & XOMA). OREX and KV.A were right on target, though KV.A has fallen back hard after reaching their highs, which surprised me. PLX was half right: it did get a negative letter from the FDA, but the options strategy was wrong. For RPC, so far, I have been wrong, and exited my position in mid-May. XOMA also has fallen since I wrote about it.
However, I also cover diverse stocks, from BIDU to NCT. Ignoring other industries is a big mistake. I look for stocks I find undervalued on both a value perspective and a growth perspective, but placing more emphasis on growth. I combine both fundamental and technical analysis. The fundamentals only tell you part of the story.
Anybody can make money. Don't let Wall Street analysts manipulate you. Their analysis is good, but don't take everything they say. Good luck investing, and I will do everything I can to make you money.
Oh, and I invest in rather risky stocks with high potentials. If you are nearing retirement, I don't recommend you copy my portfolio. I will label my stocks with the risk/reward factor. I am adding a watch list with some stocks for retirement investors that I like. All watch list stocks are long term holdings.
BRK.B (very low risk/medium reward)
AAPL (low risk/medium reward)
TNH (low risk/medium reward)
JNS(low risk/medium reward)
RNF (low risk/high reward)
CVRR (low risk/high reward)
NRZ (medium risk/medium reward)
NEWM (medium risk/medium reward)
NCT (medium risk/high reward)
HOV (medium risk/high reward)
RSOL (high risk/high reward)
ESTE (high risk/very high reward)
YRCW (very high risk/very high reward)
JAZZ (medium risk/high reward)
NFLX (medium risk/high reward)
LVS (medium risk/high reward)
SAM (medium risk/high reward)
CMG (medium risk/high reward)
ZNH (medium risk/high reward)
RDY (medium risk/high reward)
MNK (medium risk/high reward)
YZC (low risk/high reward)
CF (low risk/high reward)
TTM (low risk/high reward)
NVO (low risk/high reward)
BIDU (low risk/high reward)
PCLN (low risk/high reward)
CLF (low risk/medium reward)
AAPL (low risk/medium reward)
GOOG (low risk/medium reward)
TEVA (low risk/medium reward)
CIM (low risk/medium reward) - dividend stock
TNH (low risk/medium reward) - dividend stock
GOL (low risk/medium reward) - dividend stock
SID (low risk/medium reward) - dividend stock
I have a Masters in Computer Science and am a full time Software Engineer for a Financial Company. I love studying and learning. Collecting certificates/degrees is like a hobby to me.
I also have completed all 3 levels of the CFA (Chartered Financial Analyst) exam.