I’m a macro-focused investor with 15 years expertise working in Monetary Companies. My area of interest is discovering under-valued sectors and thematic concepts (metals, gold, crypto) at opportune entry factors.
The primary half of my profession was in New York, working professionally after faculty (BS – Finance and D1 Males’s Tennis). I relocated to North Carolina for graduate college (MBA) and employment. I’m lucky to spend half my time in Charlotte and half in Asheville.
I grew up in a middle-class household the place a powerful work ethic was obligatory (German/Slovak mom). I went to varsity with $10,000 to my identify and I believed that was all the cash on this planet. Twenty years later, I am lucky sufficient to co-manage a seven-figure funding account with my spouse, who can be an astute investor. I am actually residing proof that diligent saving and investing will be life altering.
I make a behavior of maintaining my portfolio up-to-date, which my followers can see right here. I take satisfaction in writing about funds, shares, and sectors that I really comply with and put money into, and I imagine my followers recognize that strategy.
Broad market: DIA, VOO, QQQM, RSP
Sectors/Non-US: XLE/IXC; VPU/IDU/BUI, FEZ, SCHF, EWC, EWU, FLGB, EWA
Options: Bitcoin, IAU (Gold), CEF (Gold & Silver)
Shares: JPM, MCD, WMT, FLUT, MAA
Debt: BGT, Municipal bonds from North Carolina
I additionally contribute to the investing group CEF/ETF Revenue Laboratory the place I focus on macro evaluation. Options of CEF/ETF Revenue Laboratory embrace: managed revenue portfolios (focusing on protected and dependable ~8% yields) making use of high-yield alternatives within the CEF and ETF fund house. These are geared towards each lively and passive traders of all expertise ranges. The overwhelming majority of holdings are additionally monthly-payers, for quicker compounding and regular revenue streams. Different options embrace 24/7 chat, and commerce alerts. Study extra.
