A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing. I give absolutely no advise, and only offer suggestions on how I could manage a portfolio.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
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.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
"One of the best ways to do well in this business is to go to areas that have been unexploited by research capability and work them for all you can." -Julian Robertson
Bram de Haas lives with his girlfriend and baby son in The Netherlands/Nijmegen. Living in a city once a Roman settlement later bombed by allied forces in WO II he is aware of the vulnerability of Empires and the impact of the unexpected.
His investment style can be summed up as safety first. Once safe: be agressive.
Mr. Flink has over 30 years of experience in the securities industry having worked at Goldman Sachs, Bear Stearns and CIBC Oppenheimer. He became an entrepreneur when he felt financial transactions were biased for the financial institutions at the expense of the investor. His goal was to equalize the benefit for both sides of a transaction. In January 2009, Mr. Flink started Next View Capital, which has grown from $ 7.0M to over $ 25.0M today, including returns of +85.0% for 2009 and +45.43% in 2010. Currently, the fund is focused on mining, energy, technology, healthcare and precious metals in the US and internationally as well. Prior to starting Next View, he founded Crestview Capital in September 2000 which grew to over $200M. To date, he has participated in over 400 private placements in public companies and structured transactions. Mr. Flink has experience in all aspects of investments including hedge funds, money management, venture capital, security analysis as well as operations.
Mr Flink has presented before many groups, including universities, accounting firms and peer groups. Topics have included non-correlated portfolio construction, as well as how to protect assets in declining environments. In addition, he has written articles on hedge funds, published monthly newsletters and written a chapter on hedge funds in PIPEs: A Guide to Private Investments in Public Equity published by Bloomberg. He has an MBA from the Kellogg Graduate School of Management in 1983 and a BA from Vanderbilt University in Economics and Psychology in 1978. In the summer of 2012, Mr. Flink taught a class on Alternative Investments to the Honors MBA Program at Israel's Ben Gurion University. In addition, Mr. Flink was elected to the board of directors of American Associates, Ben-Gurion University of the Negev and serves on its endowment fund investment committee.