Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
LinkedIn
I work as an attorney for the Federal government.
I am a value oriented investor focusing on long-term investments. I look for companies that are stable and produce dividends, or stable and undervalued. This strategy ensures a good mix of investments for my portfolio. I do not invest in high risk or speculative investments, and I prefer a fundamental approach to investing, focusing on those industries and regions with the most promise for growth and stability over the long term. I have a cautious approach to buying and selling. Each trade is carefully evaluated. I never invest in securities hyped on television or through the financial rumor mill. I only invest in industries I understand and thoroughly research.
I purchased my first share of stock in college, but prior to that my parents introduced me to a broker when I was around 12 years old. I was instantly hooked. I have followed the markets since that time, through the bubbles and bursts, bears and bulls, until I finally had enough income to begin investing myself. I dabbled at first, learning my way around. In 1998 I got serious and started investing small amounts in the market. Around 2006 I began investing much more. Over the last three years I have taken an interest in value investing.
I am an avid recreationalist, a PADI certified rescue diver, USPA licensed skydiver and recreational motorcyclist. While at first glance it may appear that I am a thrill seeker (which I readily admit), I am also safety conscious and risk-averse. Stephen King is my favorite modern author, but I also read classics from the likes of Steinbeck and Orson Welles.
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
Keep your focus when the markets inevitably gyrate
12 May 2012
The market is unpredictable, but with the right strategy and a careful approach to investing you can temper the risk to a manageable level.
show more