I am a retired CPA who founded my own firm in 1986. It survives and prospers today with fifty plus employees. I do my own investing, am more of a technician than a fundamentalist. I am married, we have four children and six grandchildren. I am a native of Pennsylvania but have lived in California most of my adult life. Hobbies include building/restoring hot rods, old cars, building/collecting model trains and raising Transylvanian Hounds with my wife.
Close to retirement age but plan to keep working for some time to come. Have invested in stock market sporadically, mostly confused and scared. It hasn't worked very well. Have a lot to learn, learn a lot from many SA folks and enjoy the sharing here.
Historically about 60% invested (minority is stocks along with a lot of "other") with 40% cash. Aiming at this stage to put more of the cash to work, and since I'm underweight in stocks/bonds, am focused there, especially but not only DGI.
Expect that I can avoid taking much if any income out for 15-20 years (except tax and the RMD), unless something unexpected happens--not a long compounding period but better than not at all.
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
Stirling Capital Management is a client focused and performance oriented investment firm. We scour the globe for opportunity in any asset class with asymmetrical risk versus return characteristics.
I am a former private equity and venture capital attorney with many years of investment management experience as a sideline. I've recently retired from legal practice to concentrate on fund management on a full-time basis. I now manage separate accounts for a small group of high net-worth clients.