Strategy and Principles

My Strategy

My strategy which I have used for the last 10 years involves focusing on specific sectors and buying stocks which are

• out of favor
  
  
• have good fundamentals
  
  
• have a stock chart which minimizes risk while maximizing potential returns
  

I also sell short stocks to profit from stock market declines. I consider myself to be a contrarian type of investor and implement a long/short strategy.

My Principles

1. All financial information you share with me is held strictly confidential.
   
   
2. Every investment I buy on your behalf, I will also personally buy, investing my own money.
   
   
3. If I sell my own investment, I will also sell yours at the same time.
   
   
4. All investments made on your behalf are tailored to your risk tolerance.
   
   
5. I will personally call to inform you of any significant changes that require your attention.
   
   
6. I am rooting for your success.