Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor. He has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com. Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Private investor, managing my partner's and my own investments, recently separated from a long term relationship with an investment adviser, and now furiously working to get on top of things to the extent that I can start deploying money.
I am a long time investor since 1990 who has success stories and failure. 4 years of wall street experience as an institutional analyst only validated you can't beat the markets over the long run. I typically like to dabble in growth stocks as over a longer time horizon you will always come out better than dividend stocks. One asset class that wall street taught me to avoid is fixed income. I would rather hold cash over fixed income. For any invester who has more than a 10 year time horizon, I would put all their real assets into the S&P 500 Index funds with very low expense ratios like (Vanguard S&P 500 Index Trust). We all have alpha investment personalities as otherwise we wouldn't be on Seekingalpha so I do have a play account which account for 20% of my assets which i dabble in a few stocks. My stock motto is never invest in a stock that you can't see holding for at least 5 years. In the last 5 years+ I've held AMZN, MO, and CSCO. This year I sold my MO and added JNJ and ALGN. I still have my AMZN stock. If I reflect back at all my losses 80% of the time is that I didn't hold it long enough to get the returns.