Retired & enjoy traveling. Entrepreneur & consultant 1980-2007. Sometimes trade for fun...
Jan-Mar 2014 been day-trading, but many months no active trading. Most public stock funds in boring SP500/R2000/W5000. No bonds.
Dan has been active in finance, strategy & business building for more than two decades. He has focused on technology & media for most of that time. His notes are here & in his book, The Age of Convergence (2013).
Robert P. Seawright is the Chief Investment & Information Officer for Madison Avenue Securities, a boutique broker-dealer and investment advisory firm headquartered in San Diego, California.
I am breaking all the diversification rules right now by keeping almost 90% of my money in AIG. I used to hold ARR or AGNC, but I have switched to AIG in Sept 2012.
Portfolio contents at 12/31/2013
AIG (92%) BAC(4%) BRK.B(2%), AGNC (2%) ARR(1.5%)
Former Equity Research Analyst turned Portfolio Manager. I run Home Run Investor for Zacks, ~20 small cap stocks and give buy and sell signals. I also run a trading service Breakout Growth Trader that is more short term.
WSC provides unique Financial Market research and analysis including Indexes, Stocks, ETFs, Currencies and Commodities. We are working to build a smarter consensus.
Ideas & Analysis are personal opinion and not investment advice.