25 years experience in Quantitative investment research, portfolio management, and stock market data analytics. 18 years experience in index trading / ETF strategist. Risk manager. Evidence based, mean revision / time series / seasonal studies applied towards general market trends with a focus on long term format.
An avid value investing junkie for many years, I have exhausted the people in my life willing to discuss my latest greatest investment ideas. So I find myself turning to the bigger audience of Seeking Alpha, learning a lot, and hopefully helping a few investors along the way.
I am a 33 year old individual investor that maintains me and my wife's own Rollover portfolios. I have a 401k that I contribute to as well to earn matching contributions. I also invest in growth stocks, in which I believe have substantial upside over a long horizon. I have been growing my portfolio through regular contributions and spend a lot of time researching and learning with content from SA, Schwab and other Financial sites. I plan to write a few articles in the future about my life and investing decisions. Thank you for your time and I hope to provide quality content that can create some excellent dialogue.
Currently Long in My Acct.- AAPL, BAC, BRK.B, DIS, FDX, GILD, GOOGL, JNJ, KMI, LB, LMT, MO, NKE, NVO, O, T, TRP, URI, V, VDC (etf), VTR, WM, and XOM.
Currently long in My Wife's Acct. - AMZN, AAPL, FB, ITA (etf),MA, PM, SBUX, SCHA(etf), SCHH(etf), SCHK(etf), XLP(etf), VEU(etf).
We are research team that covers wide spectrum of financial assets in USA, Europe and across emerging markets. We primarily focus on short-to-medium duration bonds and event-driven equity strategies.
Recently, our team decided to publish some of our Fixed Income/Event-Driven investment insights here on Seeking Alpha. Our goal is to represent ourselves to different kind of investors as well as attract attention of larger financial institutions for future cooperation.
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I am an individual investor nearing retirement (within the next 10 years). My portfolio is diversified among a 401k and an IRA. I manage my 401k by following the dividend stock portfolios at Simply Safe Dividends. In my IRA, I run different uncorrelated momentum and value strategies using macro ETFs.