Bsc,Msc,PhD candidate UC Berkeley wrote first Fortran program in 67, start working as software engineer 71, Start own consulting company in 75. Expert in Software development, Executive in hi tech company listed on NYSE for over 10 years. VP and head of Engineering for software and hardware product development. GM of a business unit. Done merger and acquisition. Handles all financial and legal matters for own companies. bought first stock in 73. Expert in data analysis. Expert in trading options. Combine technical and foundamental research and real time trading data. Very conservitive with my investment with preservation of capital as most important for all funds needed for retirement but use options extensively. Has smaller trading accounts and trade daily and use weekly options most of the time. Has some very small accounts for experimental trading ideas. I believe in actual trading to learn and not just paper trading. I always try to trade with small amount of money on anything that I have not done before to see what the acture market is for that security. Currently trade daily with stock and mostly options. Usually short put options mostly weekly or 2 weeks out. 80% of trades are conservative strategies. current view is huge uncertainty of wide gain or lost in the stock market.
I am an occasional investor/trader and researcher. I use a combination of market theory and economic theory to determine my trading strategies, but focus on periods where contrarian actions seem reasonable, such as when market expectations seem to be trending in the opposite direction as fundamentals.
Research Topics I am interested in the relationship between pattern day traders and investors and how value flows between these two groups.
I am retired and trade daily. I manage about 60% of my net worth and have the pro's manage the rest. They used to manage about 90% but I was doing as well as they were - if not better.so I took over more funds to manage. I would much rather be taking a motorcycle trip to the Florida Keys like I have in previous years but this winter's weather in NJ is just intolerable.. Plus I have a MC trip planned for the summer to Alaska. I think I trade to keep my brain active and I may be a trading junkie..
I'm a computer engineer with a great interest in finance. I'm not a pro, I do it for my family. But I'll share what I know and try to be as helpful as I can.
Here's my portfolio composition as of March 1st 2017.
I own about 10% of my assets in precious metals. As for currencies, I keep about 75% CAD vs 25% USD of my assets. I have about 35% in mutual funds; global small cap, global fixed income and global real estate. These allocations are fully managed by me, but I re-balance twice a year or so. That mutual fund core is insuring sufficient diversification and low correlation to the following US and Canada single stocks.
About another 35% is a trusted core of single stocks, both Canada and US. These positions are generally overweight at about 3% of portfolio. Core positions have a few properties in my portfolio: low turn-over, very long term, low debt, often dividend growers with low payouts, good valuations, good growth, low beta. They are safe and feel safe, and I usually build those position over the years. I consider it core after 2 years of reliable service. A stock can gain my trust by presenting profits. Not much mega caps, mostly small to medium caps. Another property of my core: easy to understand businesses. They wash linen, they sell groceries, they make boxes, they produce wine. As I build confidence and understanding, I allow more exotic positions in core. They manage money, they rent retirement houses, they dig for metals, they patent software, etc.
At the other extreme, I keep a few lottery tickets as satellite positions for about 20% of portfolio total, 0.75% to 1.5% of portfolio each position. More risky or difficult to understand business, more volatile and some signs of stink. Could be reversal plays, could be momentum stocks, can display signs of breaking out. Usually, I rely a little more on technicals than fundamentals there. And I trade. I learn. I make mistakes. I churn. Survival of the fittest.
I always look for dips in my core positions, and I wait for clear signals to buy back (volume, a few moving avg). If I have cash, I use it. If I don't I look at core and I trim large gains. If no gains there, I look at satellites for gains. If no gains, I look at satellites for mistakes, stinkers, unreliable bets. With money, I buy dips in core positions or in-the-middle stocks. In middle stocks are first buys aiming core, or rising satellites gaining confidence and improving.
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I am a retired Registered Nurse interested in biotech and new technology.
I am the Delta Sigmoid (dumb sh__)
I have no idea why people "follow" me, as I know next to nothing, and what I do know is enough to be dangerous to myself and others, I am good at sticking foot in mouth, and sticking up for people, and once in a while I even amuse myself!
It's a good thing I don't manage my own portfolio, I have mad money to play penny stocks, more fun than gambling, but my penny stock picks suck too!
Good luck to all!
Now where's my drink? ;)
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