Lived in Peru for a few years, hence the moniker (LLamaLima). Received some stock from my Grandpa about 16 years ago and that got me interested in investing. Have been reading and researching investing every weekday now for over 13 years. Passed the CFP exam four years ago even though I don't advise anyone.
I have a retirement portfolio (moderately aggressive) and a college portfolio (conservative) that I manage for my son's (see pic) education. Just started an aggressive portfolio for my next car so I can purchase in cash in hopefully 6 years. Between the three portfolios, I am invested in TIAA-CREF, mutual funds, stocks, a REIT, a MLP, a commodity fund and some foreign stocks. I trade maybe 2-3x a month. ...More Very interested in continuing to learn more about the markets and investing. Currently have subscriptions to Morningstar and Seeking Alpha.
I have a retirement portfolio (moderately aggressive) and a college portfolio (conservative) that I manage for my son's (see pic) education. Just started an aggressive portfolio for my next car so I can purchase in cash in hopefully 6 years. Between the three portfolios, I am invested in TIAA-CREF, mutual funds, stocks, a REIT, a MLP, a commodity fund and some foreign stocks. I trade maybe 2-3x a month.
...More