Mike Holt is a Senior VP, Wealth Management Strategist with The MDE Group, an innovative Wealth Management Firm located in Morristown, NJ that manages over $1 billion for corporate executives and other high net worth individuals located across the US. Mike's diverse background includes auditing financial services firms in NY for a Big 4 CPA firm, a 3-year foreign assignment to Saudi Arabia during which he also travelled extensively, primarily in Europe, Africa, the Middle East, and Asia, and the provision of sophisticated income and estate tax services to partners, directors, and executives at ARAMCO, KKR, Citibank, Lloyds, Lehman Brothers, McKinsey & Co., and Pfizer among others. He is also a CFP and a PFS, and since 1994 he has been helping clients of The MDE Group to accumulate wealth, and then to preserve that wealth against the backdrop of an increasingly uncertain economic and market environment. Mike's dedication to his clients has driven him to draw upon his broad experience and intense curiosity about the world to investigate global macro risks that have become increasingly relevant to both the successful management of their portfolios and, more importantly, their overall financial well being and that of their families. Mike earned a Bachelor of Science in Business Administration from Cal State, Long Beach and participated in the MS Taxation program at Pace University in New York. Please note that the views I express in my posts and comments do not always reflect the views of The MDE Group.
I retired early a few years ago. I was the Credit Manager for a mid-sized publicly traded bank. I traditionally have invested in and written about small and micro cap value stocks. Recently I have been also buying and writing about small and micro cap growth stocks. I have found as an investor you can get an edge in researching and talking to management of small and micro cap companies that have little or no analyst coverage. About 20-30% of my portfolio are deep value stocks, and that is historically where I have had the best returns.
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Je suis un quidam.
Here to learn from others and share my personal experience with managing (mismanaging?) our retirement funds. I want to hear from all folks no matter their bias - long, short, bear, bull or even spam bots.
"One of a leader's most powerful tools is the creation
of a good proximate objective -- one that is close
enough at hand to be feasible. A proximate objective
names a target that the organization can reasonably
be expected to hit, even overwhelm.....”
-- Richard Rumelt
-- From Good Strategy, Bad Strategy, Chapter 7 -- (pg. 106) ...
... I aim to be successful enough to own a place like this:
http://tinyurl.com/mxr97va ("An American Couple's Dream Paris Apartment")
Tudor Investment Holdings Private Limited, is a Singapore based investment company. It's investments are in commercial real estate and managing a global portfolio of investments in equities and bonds.
It's Director is Mr. Lasse Rochstad-Lim, who has extensive management experience in the bulk shipping and oil service industry. He also serve as a Director at TuffChem Environmental Services in Singapore as well as TuffChem Oil & Gas in Malaysia.
Mr. Rochstad-Lim is an Associate Sponsor Member of Securities Investors Association Singapore.
Solo Family Practice doc (yes, still make occasional house calls), also served board/board chairman of small physician owned insurance company, flight doc in the ANG 23 yrs. Dad was depression raised, WWII naval aviator/CPA and (briefly) stock broker - my value roots.
Full time independent day-trader/swing-trader and money manager, starting this process in 2001. I continue to research and glean from others, in particular identifying the "doers", who have gone before me. I tip my hat to their many contributions, especially my father.
I conclude that I must be an optimist entrepreneur with analytical gifting. For now, I know what "Wall Street" represents, and non-random patterns repeat, everyday. Wall Street goes long and short in the "spread" they create. I'm only a follower. I use my proprietary systems/technical indicators to avoid resorting to tea leaves, typically.
I find the contraction/expansion component of supply-demand economics simply fascinating. Albert Einstein said,"nothing happens until something move's". Stock's "price" move daily, things are happening. I am an avid student of "algorithms/technical analysis". I like how an indicator in its innate simplicity can reveal price "moving", in it's three observable directions, up, sideways or down. My struggle, as a trader, is with the management of the conscious mind and its incessant wanting to hijack the 'process' of trading. Therefore, to counter this mutiny I have become an ardent "practitioner" of technical analysis systems, in conjunction with developing a "managed mindset" that trades process.
I day-trade and swing-trade, taking long or short positions, allowing the market to dictate its emphasis, not mine. I follow the technical more closely in the micro trade, yet, always coupled together with the fundamentals in micro and macro trading perspectives. Essentially, this is my style, today. Remember: I merry heart is good for all approaches to life and markets.
I am a professional trader and investor with over 20 years experience investing in microcap and smallcap stocks.
Investment Style: Speculative
My investment horizon is long term
I typically look at factors such as:
- Great businesses with a competitive advantage
- Management teams with proven ability to execute
- Disruptive and cutting edge technologies or products/services
Finance professional based in NY area. Background in capital markets, banking, challenged credits, both internationally and domestically and equity, both public and private. Interest in growth and value opportunities in all cap ranges, except tiny-caps. Areas of personal interest: healthcare/biotech, special situations, energy, power, natural resources. Deep value takes work and imagination but it can do you proud, just watch for the blind spots