Like the idea of Smart Beta ETFs but want customization, more sophistication and potential returns that will knock it out of the park? Looking for an institutional grade market-neutral mega-cap model? Or maybe a 15 stock strategy that runs on rocket fuel? I can help.
Here is the deal: I can show you various historical backtests and models in my inventory but you need to reach out and contact me. No charge and no commitment.
Read my LinkedIn profile for additional information.
I look forward to working with you. I think you will find that my rates are very reasonable and provide excellent value to you and your firm. I currently design factor models for US and Canadian markets. Let's team up! Please contact me directly at email@example.com
Creator of ETF Focus, a Seeking Alpha Marketplace premium research service, and ETFFocus.com. A top 5 Seeking Alpha contributor in ETFs and Mutual Funds. Frequent contributor to sites, such as ETF Trends and ETF Daily News, and speaker at events, such as MoneyShow Orlando 2018. To receive notifications of new articles and blog posts as soon as they're published, click on the orange Follow button and become a real-time follower. To check out my ETF Focus service here on Seeking Alpha, click HERE.
I am a retired professor, a retired investment adviser, and currently a private investor and full-time tennis pro. I bought my first stock in a custodial account in 1958. I am a student of history, particularly military and economic/market history. The intellectual passions of my retirement years have been markets, mathematics, and quantum theory. Recently I have found myself reading book after book on the thoughts and feelings of animals, and I believe they are subtly influencing some of my views. I have a cat I like a lot. I like to travel. I served in Vietnam.
John S. Rhodes is the founder of the Digital Coin Collective. The DCC is a premium research service that focuses on money-getting Bitcoin, Ethereum and blockchain investments. Special attention is given to "off the radar" lucrative cryptocurrency investing situations such as initial coin offerings (ICO's), government deep think, BigCo blue chip, fintech software and services. Exclusive digital money investment ideas, alt-coin insights, and unique resources are also available for members only.
BSEE The Cooper Union, school of engineering 1966. Engineering manager Harris corp. 23 years Software development, Grumman Corp 10 years as project manager.
25 years managing my own IRA accounts, in retirement now with a CAGR of 11.25%
Top 100 Blogger According to TipRanks
Years of experience working for a registered independent advisor ("RIA"), structuring client accounts, performing due diligence on separately managed accounts, and performing fixed income and equity research. Worked at a bulge bracket investment bank on the trading desk for mortgage-backed securities ("MBS") as well as within derivatives trading, finished my time there in internal risk and audit.
Now invest and write full time on Seeking Alpha.
Graduated in 2011 with degrees in Pre-Law and Business Administration from Eastern Washington University. Completed my MBA at Whitworth University in May of 2017. Began career as a Loan Officer, but am now working for Umpqua Bank as a Secondary Marketing Financial Analyst.
Started my first Roth IRA at the age of 16, but began seriously investing closer to 2011 at the age of 22. My investment strategy is largely focused on generating retirement income from dividend-paying stocks. I do not hold any professional investment licenses, but I spend a significant amount of time educating children, teenagers, and young adults on basic finance. I also specialize in cash-flow analysis for those nearing retirement or who are in retirement.
I am a value investor focusing on REITS and other income producing stocks and etfs. I have accounting designations from both US & Canada.
Praise for Trapping Value
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“Easily the best looking analyst out there.” Trapping Value’s mother
"Not just a pretty face." Trapping Value’s spouse
"It's a TRAP!!!!!"- Admiral Ackbar
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 22 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 6% to 7% yield
2. Offers 5% to 6% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
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Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
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The Shock Exchange has a B.A. in economics and MBA from a top 10 business school. He has over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange, financial literacy program based in Brooklyn, NY.
His book, "Shock Exchange: How Inner-City Kids From Brooklyn Predicted the Great Recession and the Pain Ahead", predicted pain ahead for the U.S. economy and financial markets.
In 2014 the law firm of Kirby, McInerney, LLP brought a class action lawsuit against Molycorp, Inc. for "materially misleading statements" in its financial statements. Kirby, McInerney used investigative journalism from the Shock Exchange to buttress its case. That's the discipline the Shock Exchange brings to every situation he covers for SA.
Semi-retired patent attorney, now focused on finance. I live in Vancouver, BC, Canada, and hold a law degree from the University of Chicago Law School, and an undergraduate degree in physics from the University of British Columbia.
ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
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Intrepid Leader at Maks Financial Services providing ongoing Financial Planning and Investment Advisory services. My firm and I simplify the lives of busy clients by providing ongoing financial planning and asset management. this is done by providing our clients customized, ongoing comprehensive financial planning, and customized investment advisory services tailored to the clients' needs. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own. Specialties: fee based comprehensive financial planning, retirement planning, life insurance and protection planning.
Founder & Editor of EPB Macro Research
EPB Macro Research: uses macroeconomic analysis to create an easily replicable portfolio of ETFs, specifically designed to limit drawdowns, reduce volatility and improve total return over a long-term time horizon.
Background: I earned my B.A in Economics from New York University. After graduating, I worked at Morgan Stanley in Wealth Management as well as Panorama Partners, a quantitative hedge fund specializing in equity derivatives.
I married my diverse background in economic analysis from NYU with my computer programming and statistical knowledge, gained from the hedge fund, to create EPB Macro Research in the summer of 2017.
Disclaimer: EPB Macro Research is published as an information service. It includes opinions as to buying, selling and holding various stocks and other securities.
However, the publishers of EPB Macro Research are not brokers or acting as investment advisers and do not provide investment advice or recommendations directed to any particular subscriber or in view of the particular circumstances of any particular person.
All data is supplied by sources is believed to be reliable, and the calculations herein are made using such data, and that such calculations are not guaranteed by these sources, the information providers, or any other person or entity, and may not be complete.
EPB Macro Research does not guarantee that you will out-perform the stock market.
The information provided by EPB Macro Research is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness.
At various times, the publishers and employees of EPB Macro Research may own, buy or sell the securities discussed for purposes of investment or trading. Eric Basmajian invests his own portfolio primarily in stocks recommended in the EPB Macro Research newsletter.
EPB Macro Research and its publishers, owners and agents, are not liable for any losses or damages, monetary or otherwise, that result from the content of EPB Macro Research.
Past results are not necessarily indicative of future performance.
I hold a Graduate Diploma in Applied Finance and Investment (similar to CFA), and a Graduate Diploma in Financial Planning. I host a Marketplace Service, Trend Investing.
I have 30 years of personal investing experience, and 17 years of professional financial advising experience. As a global investor I use a macro thematic approach searching for good value and/or high growth. I search the globe for great investments with a focus on Asia, Emerging and Frontier Markets as well as "trend investing". I assess a countries demographics and growth potential. Some trends I currently follow include the rising Asian middle class, electric vehicles and the lithium/cobalt/graphite/nickel/copper miners,the online data boom, renewable energy, energy storage, smartphones, 3D printing, and personal robots.
I also love to invest in income producing investments that can grow over time and benefit from compounding....Included here are the near monopoly businesses such as the stock exchanges, and the high quality income producers.
I use direct shares, ETFs, mutual funds and some direct property investments.
Potential new subscribers can join my Seeking Alpha Trend Investing service.
Ahead of the Curve, Agent of Change, Principal En-lightener, Purveyor of Darkness. An occasionally snarky contrarian covering government, corporate and monetary policy, financials, macro-economics, geo-politics, demographics and sports.
Our trademark style, including an apt cultural icon as metaphor, a commanding sweep of the monetary scene, a disdain for "conventional" wisdom, a rejection of the "received" narrative, an insouciant flair, and a grounding humility about the efficacy of econometric forecasting methods, is by design.
Our missives are an effort to assist in the critical thinking process which is an essential component of analysis. We attempt to encourage "outside the box" thinking by bringing together conventional and non mainstream information and ideas, then stirring the pot. The resulting controversy can spawn questions deserving of answers, stimulate much needed healthy discourse and hopefully, bring about positive change.
Stupid is as stupid does - Forrest Gump;
You can't fix stupid, no pill for it, it's fo'ever - Ron White ;
There are idiots, look around - Larry Summers ;
And Now - The Gift... To avoid the pernicious global plague of stupidity, drink the Kool-Aid and become one of the innoculati. The Kool-Aid is available at [VIRUS REMOVED BY ECHELON UNDER ORDER OF PATRIOT ACT II ... transmission terminated]
Hedge fund manager & Short seller - 10+ years on the buy-side at Multi-Bn Hedge Funds. Now exposing terminal shorts, promotion schemes, and legal frauds.
Proceeds from Seekingalpha.com to Fuzzy Panda will be donated to SIRF Foundation (http://sirf-online.org/donations/) in order to support great investigative reporting.
An impassioned investment research analyst and writer, Jay Wei holds an MBA in finance from Central Michigan University and a Master of Accountancy from Golden Gate University in San Francisco. He writes syndicated investment commentaries with various investment content providers, including The Motley Fool. Wei takes pride in providing unique and original investment and business analysis on a consistent basis.
Click the "Follow" button if you are interested in seeing my outsider's view of a balance sheet and income statement.
Occasionally, I write about stocks on Seeking Alpha. Some might say I am a 'jack of all trades' (and a master of none), but I think my experience is unique.
Profile pic - Portrait of K.G.Ravich. 1823
Brandy Betz is a data journalist who has turned an analytical eye towards the stock market for most of her adult life. She spent nearly three years as a writer for The Motley Fool, preceded by a stint at InvestorPlace, and has guest posted at NerdWallet.
Her work has earned citations or sidebar links from a variety of publications including The Washington Post, The Guardian, and The Columbus Dispatch. In addition, her Fool articles were syndicated to several sites including Yahoo, CNN, and DailyFinance.
Industry focuses include healthcare, retail, tech, and long-hold ETFs.
James D. Hamilton has been a professor in the Economics Department at the University of California at San Diego since 1992. He served as department chair from 1999-2002, and has also taught at Harvard University and the University of Virginia. He received a Ph.D. in economics from the University of California at Berkeley in 1983.
Professor Hamilton has published articles on a wide range of topics including econometrics, business cycles, monetary policy, and energy markets. His graduate textbook on time series analysis has over 14,000 scholarly citations and has been translated into Chinese, Japanese, and Italian. Academic honors include election as a Fellow of the Econometric Society and Research Associate with the National Bureau of Economic Research. He has been a visiting scholar at the Federal Reserve Board in Washington, DC, as well as the Federal Reserve Banks of Atlanta, Boston, New York, Richmond, and San Francisco. He has also been a consultant for the National Academy of Sciences, Commodity Futures Trading Commission and the European Central Bank and has testified before the United States Congress.
Menzie D. Chinn is Professor of Public Affairs and Economics at the University of Wisconsin’s Robert M. La Follette School of Public Affairs. His research is focused on international finance and macroeconomics. He is currently a co-editor of the Journal of International Money and Finance, and an associate editor of the Journal of Money, Credit and Banking, and was formerly an associate editor at the Journal of International Economics and the Review of International Economics.
In 2000-2001, Professor Chinn served as Senior Staff Economist for International Finance on the President’s Council of Economic Advisers. He is currently a Research Fellow in the International Finance and Macroeconomics Program of the National Bureau of Economic Research, and has been a visiting scholar at the International Monetary Fund, the Congressional Budget Office, the Federal Reserve Board and the European Central Bank. He currently serves on the CBO Panel of Economic Advisers.
With Jeffry Frieden, he is coauthor of Lost Decades: The Making of America’s Debt Crisis and the Long Recovery (2011, W.W. Norton). He is also a contributor to Econbrowser, a weblog on macroeconomic issues.
Prior to his appointment at the University of Wisconsin–Madison in 2003, Professor Chinn taught at the University of California, Santa Cruz. He received his doctorate in Economics from the University of California, Berkeley, and his AB from Harvard University.
Matthew Scott founded Cloud City Ventures in March, 2017. He provides cloud computing and strategic business development expertise to software companies. Matthew is also a Qualified Investor and manages his own private equity fund, Cloud City Partners.
Matthew has founded and run cloud and software sales businesses prior to founding Cloud City Ventures. He was the initial North and South American sales leader for Amazon Web Services (AWS) in 2010 and 2011. He built a highly specialized sales team responsible for the majority of annual sales globally at Amazon Web Services. Matthew created the Named, Mid-Market and Territory sales model still in use by AWS today. He saw an opportunity to grow businesses focused on helping clients and partners achieve success from both a commercial and technical approach. Matthew founded Options I/O Cloud Marketplace in December 2011 and in 2015, Matthew merged Options I/O with DualSpark. Matthew ran worldwide sales and alliances across the major public clouds and ISV/SI/MSP partners for DualSpark. DualSpark was later acquired by Datapipe and Matthew ran public cloud and professional services sales and strategy for Datapipe globally.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016. My worst years were 2013-2015 & 2017. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
Author of Quantitative Risk & Value and two 4-star Books. Designer of the systemic market risk indicator MTS10. I trade weekly based on various systematic models: value-oriented in stocks, tactical allocation in ETFs, short-volatility in VIX ETPs.
Ph.D. in Computer Science, 2 M.Sc. in Software Engineering and Civil Engineering, extensive experience in software design, consulting, marketing, investing.
I have several weekly services covering various investing styles and objectives. Most of them include the risk indicator MTS10 and a manual with hedging tactics and ETF strategies based on it. You can find below a summary of the services, their investing styles, and the links to subscribe. Click "Send Message" if you want more information.
Quantitative Risk & Value hosted by SeekingAlpha is the cheapest weekly service with MTS10. It also contains a 20-stock dividend model portfolio and lists of value stocks to consider.
Market Neutral Portfolio is my own core portfolio with 25 stocks. It includes MTS10.
VIX Trading Signals is high risk/high reward trading on volatility ETPs. It includes MTS10.
Growth Weekly Portfolio has 10 ETFs (tactical allocation) and 9 stocks (quantitative value) in 5 models. 5 stocks are in overlap with Market Neutral Portfolio. It includes MTS10.
Dividend & Discount CEF Portfolio is for dividend investors interested in the high yields and discounts to NAV in closed-end funds. It doesn't include MTS10.