I am the Executive VP of Zacks Investment Research in charge of Zacks.com and all its services for individual investors. I have a top down investment approach with a focus on value and upward earnings estimate revisions. And there is nothing I enjoy more than sharing insights with fellow investors.
Semi-Retired, new at active investing, seeking knowledge on best ways to invest my 401K and IRA investments, from passive mutual funds to dividend growth investments. Seeking income in the next few years through solid yield dividends while still securing and maintaining capital. Looking to add some more dividend aristocrats to the mix since they will help pay the bills in a few years to come.
Currently hold 36 stocks : AAPL/ABBV/ARCC/BA/CSCO/CAH/CVS/D/DUK/EPR/GILD/HCN/JNJ/KO/MAIN/MO/NEWT/NHI/NKE/NRZ/O/OHI/PEP/PFE/PM/QCOM/RAI/SBUX/SO/T/TGT/TROW/VLO/WFC/XOM, some Corp.bonds-GE/DUK/ED/VZ/BAC/VIAB, CEF's EOS/EXG.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
“I started off being interested in [Engineering / Technical Field] back and thought I would do that for a few years. But after getting exposed to stock market I realized that I was much more interested in pursuing a carrier in investment profession because I want to make an impact and work in something much faster-paced. Currently Working as a portfolio risk analyst in BlackRock.
I own a diversified portfolio of blue chip investment properties and stocks. I like to invest into companies that have a deep & wide moat - when selling at reasonable prices. My stock portfolio is concentrated with Berkshire Hathaway being the largest position.