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%)
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.
Mercenary Trader: Timely market commentary, valuable resources for current and aspiring traders, awesome interviews and free special reports, high quality materials on the psychology, theory and practice of trading, and more.
Founder of OptionsRiskManagement.com (1 on 1 Equity/Options Mentoring Courses, ORM Equity/Options Trader Subscription Service); current contributor to @TraderPlanet @SeeItMarket; past @SeekingAlpha @TheStreet