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.
Hello, my name is Harrison Caplan.
As a young investor, my goal is to both quantify and qualify sound money making opportunities that are long-term oriented in a drastically changing world.
Having started invested at age 16 ~ and now at the ripe of age 19 and a Freshman at Xavier University, I have used my age as a springboard in developing a working knowledge of what trends young people are drawn towards, then balancing that awareness with the wisdom of men such as Warren Buffett. (My idol)
Though young and self-taught, I realize that any wholistic analysis of a company must be accompanied by sound research and "the numbers" which will vouchsafe the presented investment thesis.
If you’re an investor, and not on the frontline of the global resource chase, then you’re nowhere.
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Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
Charterred Accountant in Canada
Was a professional in the investment business in Canada in corporate finance, as a security analyst, as a stockbroker, founded a short term, technical analysis based trading fund and ran it for 5 years, retired in 1994.
Played golf until arthritis ended my ability to play
In 2011 resumed my trading system, is now a work in progress.
Am presently trading ETF's, stocks and options, go long, short and hedge
Senior Options Trading Strategist at Optionity, MBA.
Our trading approach starts with the fundamentals, then through short-term technical analysis, to finally leverage options trading (with the combination of long and short positions) to achieve favorable risk and reward ratio trading plays.
Our main strategy is "Solid Stock + Cash Flow + Options"
"I have the option to give up, but I will never give up my options"
I am a reformed MD, now with a finance MBA, and studying valuation independently by developing some conservative DCF models using FCF per share. You can make any investment work if you set a low enough discount rate.... that's one of the discouraging things about doing anything other than passive index investing. Forecasting isn't too accurate, those darn standard deviations are too wide. Margins of safety and alpha are rare and hard to separate from the noise.
Small tool and die shop owner
Conservative / cautious outlook
Have aversion to any type of debt
Looking to solidify my portfolio in preparation for D-day / next crisis
Area of interest : PM, nat gas, oil and some manufacturing
30 years experience investing. 90% of assets in real estate. Invested in "green" stocks such as solar and wind - with EnerTuition's profitable service. Started hedging with gold miners in 2017 and found them much more than a hedge - quite profitable with Somabull's service.
My background is an eclectic mix of business and finance, and, information technology. Fortune 100 companies to small business and everything in between. I am currently working in U.S. government cyber security center.
Investments since the financial disaster include POT, Mosiac, Agrium, Bunge in the Ag sector, CAT from whom I was laid-off, Peabody Energy, ANR, and other coal stocks, and CHK and Rex Energy in the oil and gas exploration.
My most recent area of interest is in emerging oil and gas micro-caps and small caps operating in North Dakota, Montana and Alberta. And , Colorado. For example, KOG like everyone else. But, more so Dejour, Primary Petroleum, American Eagle, Mountainview, Samson and Dee Three.