I’ve worked in Financial Services since 2008 and that is when I started my investment journey. The first half of my career was spent in New York, working professionally after college (BS – Finance and D1 Men’s Tennis), but I have since relocated to North Carolina, obtaining my MBA and then working in the Banking sector. 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 follow and invest in. I believe my followers appreciate that approach.My strategy is to invest in quality and diversify, add at the right times, and focus on the long run. Chasing risk, trying to make too much too quickly, or following advice you don’t understand are all pitfalls I made and that experience has taught me well. I hope to help others along the way as a result.Broad market: DIA, VOO, QQQM, RSPSectors/Non-US: XLE/IXC; IDU/BUI, FEZ, SCHF, EWC, EWU, EWAAlternatives: Bitcoin, Gold, Silver (IAU, SLV, & CEF)Stocks: JPM, MCD, WMT, FLUT, MAADebt: Municipal bonds from North CarolinaI 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 no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in EZU over the next 72 hours. 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.
I am long FEZ
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