Engineer. Long-term investor for 30 years, equities/indexes, mostly value & growth styles. Currently, cautiously building (when I find decent valuation) a DGI portfolio for income when I retire in 5 years. I also swing/trend trade 10% of my account.
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I invest in companies with strong fundamentals which are also significantly undervalued, presenting a good margin of safety. I write extensively about my ideas and investment strategies on my blog at Soberstocks.com
Trend follower, portfolio manager, market technician. Former sales trader to hedge funds/institutions, research analyst, prop trader, buy-side head of desk. Only took 25 years to find what works for me. Always learning.
Co-Founder and Chairman of Stocktwits, Founder of Wallstrip (Acquired by CBS), Managing Member of Lindzon Capital Partners (Hedge Fund) & Managing Member of Social Leverage (an early stage web holding company) ...I have lot's of ideas. Toronto boy.
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