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).
I'm a trader who avoids the noise, manages risk, using weekly bars. I offer no predictions, only serious long term trades. What else is there?
A careful examination of my list of losing and winning trades tells the complete story.
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%)
battle-tested trader/investor since 1996. Managing Partner Rosemarkie Capital Partners, managed a Barron's recognized small cap newsletter. By day, a Director of Software Engineering at a firm in Northern VA.
Dave Fry is founder and publisher of ETF Digest, contributor to MarketWatch and best selling author of Create Your Own ETF Hedge Fund, A DIY Strategy for Private Wealth Management published by Wiley Finance in 2008.
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