Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
I currently work as a real estate financial consultant. Prior to my current position, I was a Division President of a national homebuilder, and prior to that was regional CFO of a leading national homebuilder.
Fundamentals-based, valuation approach.
Upon first reading a mutual fund prospectus in 1982, I immediately became interested in the investment world. Around this time I was introduced to Berkshire Hathaway and Warren Buffett. I began reading everything I could on Buffett’s investments and investing philosophies, including Benjamin Graham's books “Security Analysis” and “The Intelligent Investor”. Ever since, I have been interested and actively involved in investing, managing my own portfolios.
I am an avid golfer (attempted to go pro in my younger years), motorcycle dirt-bike rider (my Colorado home has some spectacular scenery covered quickly by dirt-bikes), reader, and family man with two children.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
The quick thesis for my four new positions
19 January 2012
Here's why I consider these stocks attractive from a fundamental perspective.
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