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50, CFA, MBA, BSME, former chief investment officer at a large US tech company. Recent personal investment themes: looking for portfolio diversification amongst the global smartphone industry, mega-cap stocks, emerging markets, commodities. This includes using options to express views, manage volatility, and conduct disciplined rebalancing. Recent holdings include: AAPL, GOOG, QCOM, CHL, and Samsung.
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Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Options, REITs, Stocks - long, Tech stocks
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Congrats to all who stuck with $
. China Mobile / Apple Deal is signed, says the WSJ. Samsung FUD machine can't suppress truth.
Dec 5, 2013
Ashraf, please note, TC men...
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Interesting charts. I am fo...
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Ashraf,An excellent but inf...
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Thanks guys just upped my p...
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"I turned bearish a fe...
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