PRIMARY OBJECTIVE: ... Income Replacement!
Escape velocity is the speed that an object needs to be traveling to break free of the planet's gravitational pull and leave it without further propulsion.
This portfolio is looking for the point where the income being generated can allow the holder of this portfolio to escape the gravitational pull of the market and economic forces of worrying about share prices.
The objective is to generate enough income from assets that the only selling of shares will become an option, not a necessity to survive. Therefore, with enough income being generated, it minimizes the fear of meaningful market corrections as dividends are based on the number of shares owned, not the share price.
Siddharth is a software engineer with a keen interest in personal finance and renewable energy. He blogs at http://www.s1dd.com at night and makes embeddable financial widgets and portals at http://www.chartiq.com/ by day.
I've been in investment management since 1990, currently as a long-only money manager for Alsin Capital. I received my law degree from the University of Oregon in 1984, worked as an accountant for the international accounting firm KPMG, then got involved in investing. I've written over 300 columns for The Financial Times, TheStreet.com, Realmoney.com and SeekingAlpha.com.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
In investing, I have a heavy focus on reinsurance companies, and I enjoy learning how to value their investment portfolio and underwriting ability, taking inspiration from the reinsurance companies that Warren Buffett used to help build Berkshire Hathaway's investing empire. The other focused sector that I study is deepwater offshore petroleum drilling.
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community.
We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas.
We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued.
Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price.
We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I started my investment career at Morgan Stanley, where I helped direct over $1 billion in in institutional capital. After growing bored with the monotony of asset allocation studies, investment policy statements, manager searches and evaluations, and Retirement Plan Service Provider RFPs (among other things), I left and co-founded Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers.
In 2014, I founded Disruptive Tech Research to pursue my investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies.
I have been fortunate to appear regularly on CNBC’s Closing Bell, as well as be mentioned in other media outlets, including in The Wall Street Journal, The New York Times, Morningstar and MarketWatch. I earned my MBA from the Crummer Graduate School of Business at Rollins College, which is also where I met my beautiful wife.
Pro Deo, Pro Familia, Pro Patria
I'm an investor in his early thirties who knows how to have a good time and not live life too seriously. I'm an avid value investor, along with dollar cost averaging my retirement, though I occasionally jump off the beaten path and "gamble" on less certain assets.
History/Trading Style: I have been trading for 12 years, since I was 15, and have studied a variety of trading techniques and strategies. I combine many trading philosophies and combine technical analysis, fundamental analysis, and macro-economic analysis into every trade. I mostly trade options and implement complex option strategies to take advantage of favorable risk-reward set-ups.
I also believe in industry specific metrics and am developing a trading strategy around these metrics.
As for technical analysis I use a variety of techniques, but favor trading triangles and basic trend line support and resistance in channels and breakdown/breakout patterns, with a major focus on volume on the moves.
I am a trend trader and will not fight a trend, because that is a losing strategy. I take pride in my stock picking ability and have had a lot of success in finding under the radar stocks that provide huge returns, and often find stocks that are eventually taken over.
Options provide the flexibility and leverage so that traders can make major returns in any market. I am an active trader and set strict profit taking targets and stop losses.
Education: Graduated Bentley University in 2005 with a bachelor's degree in finance. Graduated Boston University in 2007 with a master's degree in investment management. Passed Level 1 of the CFA in December 2006
Career: Most recently worked as an Equity Analyst for Thomson-Reuters on a new venture at ThomsonSquawkBox.com (http://www.ThomsonSquawkBox.com). I provided a wide array of live market analysis which includes but is not limited to swing trades, long-term trades, monitoring of the options market, option trading strategies, sector analysis, conference call coverage, earnings previews, trading tools, intraday trades, and other trading strategies. The product never got the chance to get off the ground as we launched when the market was crashing, so it was cut out of the budget.
I then started my own Company, OptionsHawk, where I provide the fastest, most thorough, and most accurate options analysis on Wall Street. I also design trading strategies and provide clients with live market analysis throughout the trading day. My clients are always on the inside, and the first to know, and we swing trade options with a high success rate.
Starting my own Company was the best thing I could have done and has opened up a lot of avenues. I enjoy not having a boss, taking lunch breaks at the beach, and not having to deal with the antics of the Corporate World. My analysis has been featured on Reuters, Bloomberg, and other financial publications.
Andy Zaky is a Hedge Fund Manager at Bullish Cross Asset Management, and editor of the Bullish Cross financial newsletter. His main area of knowledge is in global macro economics, fundamental analysis and technical analysis. Andy has about 14 years of investment experience, a strong background in accounting and financial statement analysis, technical analysis, broad market analysis, macro economics and law. Andy both focuses on long term investments and trading short term calls and puts on the major index-pegged ETFs (QQQQ, SPY and DIA). Andy has a J.D. from the UCLA School of Law.
Five Plus Investor is business owner and an avid follower of the stock market, managing seven different types of portfolios for family and friends. Five Plus Investor invests in multiple types of investments, with the goal of achieving relatively high dividend yield that has a reasonable margin of safety. She enjoys contributing to Seeking Alpha as she has time, with her core audience being new investors and retirees.
Michael Pettis is a professor at Peking University's Guanghua School of Management, where he specializes in Chinese financial markets. He has also taught, from 2002 to 2004, at Tsinghua University’s School of Economics and Management and, from 1992 to 2001, at Columbia University’s Graduate School of Business.
Pettis has worked on Wall Street in trading, capital markets, and corporate finance since 1987, when he joined the Sovereign Debt trading team at Manufacturers Hanover (now JP Morgan). Most recently, from 1996 to 2001, Pettis worked at Bear Stearns, where he was Managing Director-Principal heading the Latin American Capital Markets and the Liability Management groups.
Visit: China Financial Markets (http://www.mpettis.com)
Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Fortune 500 and leading Chinese companies, private equity firms, SMEs, and hedge funds. Clients include Apple, Yum! Brands, Richemont, DuPont, Ecco Shoes, LG Electronics, Samsung, Unitas Capital, CLSA, China Capital Today, Hutchison Whampoa, Lane Crawford, Hard Rock International.
He is the author of the international best-selling book "The End of Cheap China: Economic and Cultural Trends that will Disrupt the World” published by John Wiley & Sons in the US.
Rein is a columnist for Bloomberg BusinessWeek on business in China and teaches executive education classes for the London Business School. He previously was a columnist for CNBC and Forbes. He is often featured in the Wall Street Journal, Fortune, and The Financial Times and frequently appears on CNBC, Bloomberg, BBC, and CNN.
He earned his Master's degree from Harvard University focused on China's economy and received a BA Honours from McGill University. He sits on the Asia Council for St. Paul's School.
With hedge fund manager, CNBC regular and long-time veteran of the Russian markets Tim Seymour at the helm, Emerging Money (http://www.emergingmoney.com) provides education, trading analysis and comprehensive views of emerging markets around the world. As economies in the BRIC group and beyond become the growth engines of global wealth creation, Emerging Money provides insights and tools for investors to trade successfully in these markets via individual ADRs, foreign-traded stocks, currencies and ETFs.
Jim Trippon is an Amazon.com bestselling business and finance author, a practicing CPA, and a fee based investment advisor. His portfolio of companies includes J.M. Trippon & Company CPA, Trippon Wealth Management & Trippon Financial Publishing. Jim has dedicated his business career to helping his clients make smarter financial and investment decisions.
Trippon's investment team provides fee-only asset management services. The Trippon research team publishes business books and financial research in the U.S. and in Mainland China. Trippon's commentary and opinions have also been featured in top media both in the US and abroad, including
• Investor’s Business Daily
• Oil & Gas Financial Journal
• Journal of Accountancy
• The International Herald Tribune
• Stock Futures and Options Magazine
• Fox Business
• Fox News
Jim resides in Houston, Texas with his wife Kim and our two children, enjoying church activities, private time with his family, kids sports activities, his son’s Scouting activities and (God help him) teaching his daughter to drive.