This is our strategy and our principles.Blessed are those who can give without remembering and take without forgetting.
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Strategy and Principles

My Strategy

This is our strategy and our principles.

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.

 

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