Investment and Asset Protection Strategies, Political Rants, and General Tomfoolery
I have been investing and trading now for over 20 years. I started in my teens and was lucky enough to have instant success. Not to say every trade was all 'cookies and cream' but the early successes solidified the desire to increase my wealth through investment activities. I have invested in many asset classes, including commerical and residential real estate, commodities, stocks, bonds, options, and private placement. Due to my current international lifestyle, I have chosen to stick with things that don't require a physical presence (ie real estate) and sticking mainly to the equity, bond and commodity markets. If done properly, these markets destroy the concept of the EMT (efficient market theory) and create significant wealth for you and your family. In 2008 my portfolio was down just under 10% (down is bad, but better than almost every money manager that year), in 2009 my portfolio was up just over 100%.

Feel free to comment, disagree, or dispute anything. All non-spam replies will be posted. Happy trading.

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Saturday, March 27, 2010

The Horse is Offically Beaten

Is anyone else getting tired of news and commentary on the health care issue? I know I am. Of course I am pretty guilty of participation having commented and written virtual books about it on facebook. But I am even getting tired of reading my own drivel about it.

I want to make money. While Obamacare certainly affects each of us and our investments, we need to focus on how to profit from it instead of griping about its existence. I have personally spent the past week griping about it, but now that is over, I am searching for ways to profit.

I wish there were something to offer for you right now, but I am still in investigation mode. Pfizer looks to be a good bet as it is a huge company with a market leading position trading at a low valuation. But with the market volatility so low right now, my favorite strategy, selling naked puts on stocks I want to buy anyway, is not very profitable.

So for now, I am going to sit on my hands and enjoy the arrival of Spring here in Estonia.
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2 comments:

  1. Frederic #2March 29, 2010 at 12:05 PM

    "If done properly, these markets destroy the concept of the EMT (efficient market theory)."
    This theory is nowadays already largely discredited, that's for sure. I'm quite interested in your words "if done properly". Could you please elaborate a bit more on that?
    Just like you, I have a very international lifestyle with a business in one country, real estate in another, and passport from a third one.
    Real estate located miles away from me start getting difficult to manage. Can you share your distribution among asset classes you mentioned? Did you fully remove real estate from your capital?
    My wealth distribution is currently as follows:
    Real estate - 40%
    Stocks - 20%
    Currencies (forex) - 25%
    Options - 10%
    Bonds - 5%
    I plan to reduce real estate to 10-15%. Any suggestion how to redistribute the available wealth?
    Thank you for your suggestion and comments.

    ReplyDelete
  2. GWProMarch 29, 2010 at 12:56 PM

    I no longer own real estate except for a house. I sold all RE holdings from 07-08. I chose not to own RE due to the complexities of adequately managing it from a distance. I prefer a liquid portfolio.

    I don't consider a primary residence an asset. It is a liability. It may have equity value, but as long as I pay for it and it doesn't pay me, it is a liability.

    Otherwise, my distribution is something like;
    currencies - 15%
    stocks - 85%

    I don't really own options as I am a seller. I am also shorting several stocks and bonds. I did have a fairly big bond holding, but sold it off due to the impending inflation in the US.

    I am looking at a couple of private company placements soon though to diversify a bit.

    ReplyDelete

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