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I have over 20 years of investment experience managing my own money. I spend much of my free time reading company annual reports and SEC filings. My day job is as a mechanical engineer.
I use fundamental analysis to uncover companies with a durable competitive advantage that I believe are suffering a temporary setback. I find most of my investment ideas in the micro and small cap US markets.
My ideal investment is in a company that sells affordable, nondurable goods with a high number of repeat purchases, and with a shareholder friendly management. These type of companies, however, rarely go on sale.
I will not make a purchase unless I believe there is a high probability of a high double-digit annualized return over the course of a decade. I often hold large cash positions during times of market exuberance.
I made my first stock purchase in 7th grade. As I became more sophisticated over the years, I experimented with day trading, swing trading, and options trading. I feel that value investing in the Dodd and Graham mode is the best fit for me, so I currently operate primarily as a value investor.
I am an avid runner and participate in several races a year, including marathons. I am also founder of an art club in San Francisco.
1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.