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:
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Roger Nusbaum is the ETF Strategist for AdvisorShares. This Arizona-based professional has over 25 years of industry experience. He is also a well-known financial commentator covering ETFs, retirement planning and portfolio management for AlphaBaskets.com and at TheStreet.com. We think Roger is particularly insightful on exchange-traded funds, risk management and investing in international markets. Visit Roger's work at Random Roger (http://randomroger.blogspot.com) and AlphaBaskets (http://alphabaskets.com)
Alon Bochman is Managing Partner of Stepwise Capital, a New York‐based investment partnership that combines value-investing principles with rigorous statistical methods to create a portfolio of differentiated strategies which seek to systematically exploit structural market inefficiencies. Prior to founding Stepwise, Mr. Bochman spent two years managing an equity portfolio for SC Fundamental. Mr. Bochman began his career as a programmer. He co-founded and sold a social networking software firm to Thomson-Reuters. He holds an MBA from Columbia Business School and a BA from the University at Albany. He is a CFA charterholder.
Street One Financial LLC (S1F or Street One) is an independent entity affiliated with Precision Securities, LLC., a full service registered broker dealer and a member of FINRA/SIPC. Street One specializes in educating, evaluating and trading ETFs, equities and options. Our firm assists portfolio managers in constructing their portfolios and identifying which ETF products may provide the best desired exposure by specific manager objective, fees and liquidity. The ETF/ETP landscape is evolving rapidly and has diversified quickly beyond passive equity index ETFs. Now actively managed strategies, fundamental and quantitative ETFs, as well as those that offer exposure to fixed income, commodities or even volatility indexes are available to all investors. Street One believes the key to understanding this rapidly changing environment is to learn how specific products work and where they may fit within a manager's portfolio. In addition to ETFs, options, and equities, we also handle closed end funds (CEF) trade execution and access to liquidity.
All Street One Financial trades are executed by Precision Securities, LLC.
Michael G Riley is currently a managing member of Coastal Management Group LLC a Rhode Island registered Investment Advisor. Michael retired from 25 active years on Wall Street in 2002 and in 2005 formed Coastal Management Group with longtime associates Daniel Mintz and Gary Herman. CMG LLC formed the hedge fund Narragansett Fund LLC in June 2006, named after the town where Michael lives in Rhode Island. Michael and his partners have extensive experience in managing and trading derivatives using both well known and proprietary techniques. Mr. Riley has traded for his own account and managed divisions of PaineWebber, LETCO, and most recently managing director at TD Securities (TD Bank). Michael has been quoted in Barron’s, Wall Street Transcript, NY Post, and various other print media. Michael has appeared on NBC news,Yahoo TV, and CNBC. Michael has spoken at Option Industry conferences and participated in industry efforts to promote the use of options in reducing portfolio risk. Recently Mr Riley lost his bid for US Congress from Rhode Island. Coastal Management Group LLC is and investment advisor focused on asset management, derivative products and portfolio protection. Coastal has offices in East Hampton NY, Eastport NY and Narragansett Rhode Island.
Has 16 years of investment experience. Holds Bachelors Degree in Business and minor in Economics. Holds special interest in options trading and hedging strategies utilizing options. Resides in the USA
The best way to contact Clay is here at SA messaging.
Paul Allen is editor of WallStreetCourier.com
WallStreetCourier.com is an independent research- and investment advisor for selected stock market information. The main vision of WSC is to provide high quality market research for individuals, hedge funds, and institutional investors with different trading horizons.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
After following the markets for years, I started actively managing my portfolio in 2010. Plenty of misteps and a few victories have brought me to the point of wanting to share my experiences and gather feedback from this community.
I'm still learning the more advanced strategies for options and currently investigating futures trading, I want to bring my perspective to the investing world and hopefully generate some alpha along the way.
I tend to focus on a few names at a time to determine their trading patterns before intitating anything. I've learned that patience is a virtue and to not rush into trades. There are always more opportunities though I still struggle with "the trade that got away" syndrome on my darker days.
I hope anyone reading my articles is able to get some valuable information out my opinions and experience, and maybe a chuckle once in a while.