Dividends & Income
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Self employed Australian IT management consultant living in Hong Kong, investing globally, but primarily Australia, HK, Europe and the US.
I used to be a long term buy and hold investor, but since the last great recession I have migrated to an approach that balances broader macro economic factors with a disciplined approach to maintaining a portfolio of cheap stocks. As soon as the valuation of individual positions approaches my view on fair or moderately over-valued, I take profits and either look for the prices to come down again, or recycle cash into cheaper high quality opportunities.
Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Gold, Mutual funds, Retirement savings, Stocks - long, Stocks - short
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