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 03/21/2017:
AGNCB(80%) ARR-B(12%) BAC(4%) AGNC (2%) BRK.B(2%), TRTN (0.4%)
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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, "Tools for a New Trade"
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