As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
Seeking a portfolio balance of value and growth stocks.
Health Care: BDX, BSX, SYK, ABBV, JNJ
Consumer Staples: MO, PM, MCD
Consumer Disc: DPZ, STZ
Industrial: RTN, GLW, LMT, BA
Fintech: V, MA
Technology: FB, AMZN, GOOG, ADBE, AVGO, FNSR, SLAB, MSFT, ANET, AAOI
Holding Companies: BRK.B,
I am a Chartered Accountant (CA) from India and have passed the CPA exam in the US. I have worked as a finance analyst in multinational companies, have extensive experience in data analysis, business valuations and company valuations.