I'm a value investor who buys and holds for years. I think everything is too expensive right now. Most of my portfolio is in AGNC preferred B (7.75% yield).
Portfolio at 12/20/2016:
Cash (6%) AGNCB(78%) BAC(6%) AGNC (5%) BRK.B(4%), TRTN (1%)
Renaissance Capital provides pre-IPO research and global IPO market analytics to institutional investors. The firm manages portfolios of unseasoned equities through the Renaissance IPO ETF (IPO) and the Renaissance International IPO ETF (IPOS).
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.