Macro-focused investor and Finance professional. Born and raised in New York, but have escaped to North Carolina. I was a D1 athlete in college (men's tennis) and compete competitively to this day. My Bachelor's and MBA are both in Finance. I provide reasoned, fact-based analysis of different funds and sectors. I list my portfolio here so readers can gain insight into what I am buying/holding, what I'm not, and how that lines up with the views I present in my articles. Broad market: VTI; VOO; QQQ; DIA, RSP Sectors: VPU / BUI; VDE / UCO; KBWB; XRT Non-US: EWC; EWU; EIRL; EWA Dividends: DGRO; SDY, SCHD Municipals/Debt Funds: NEA, BBN, PDO, BGT Stocks: WMT; JPM, MAA Cash position: 20%
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