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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
Doug, To what extent is CHL...
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Give me a break. If you are...
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Thanks for the detailed art...
China Mobile Limited Is A Buy With 30% Upside
Thanks as always for the ti...
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Thanks as always for your s...
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