I have rebranded to embrace my working-class and public school roots. This is a testament for how successful investing can be life changing.I have worked in Financial Services since 2008. My undergrad was in New York, where I earned a Bachelors in Finance as a scholarship Division 1 athlete (Men’s Tennis). After working in NY for three years, I relocated to North Carolina for graduate school (MBA) and now I am fortunate to split my time between Charlotte and Asheville.I keep my portfolio up-to-date and take pride in writing about funds, stocks, and sectors I actually invest in. I know my followers appreciate this approach.My strategy: Invest in quality, diversify, add at the right times, and focus on the long run. Chasing risk, trying to get “rich” quickly, or following advice you don’t understand are all pitfalls I made. That experience was a great teacher and I hope to help others learn what I have along the way.Broad market: DIA, VOO, QQQM, RSPSectors/Non-US: XLE / IXC; IDU / BUI, FEZ, SCHF, EWC / BBCA, EWUMetals: CEF, SGOL, SLV, XMEStocks: JPM, MCD, WMT, MAADebt: Municipal bonds from NCI also contribute to the investing group CEF/ETF Income Laboratory where I specialize in macro analysis. Features of CEF/ETF Income Laboratory include: managed income portfolios (targeting safe and reliable ~8% yields) making use of high-yield opportunities in the CEF and ETF fund space. These are geared toward both active and passive investors of all experience levels. The vast majority of holdings are also monthly-payers, for faster compounding and steady income streams. Other features include 24/7 chat, and trade alerts. Learn more.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SGOL, QQQM, VOO, RSP, DIA, FEZ, SCHF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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