About

No hype and research focused investor I truly believe that 95% of all retail investors will not outperform the the market and should not invest in individual stocks. This channel is for the 5% that has the capability and willingness to supplement their portfolios with individual stock selection under the watchful eye of their investment advisors. My personal portfolio includes the following: - Passive portfolio with Index Tracking ETFs (This is the only portfolio that most need) - Income portfolio - Equity portfolio (this includes options opportunities) - Real Estate (income generating) - High net worth opportunities (includes farmland, private debt etc.) Education & Experience: - Executive level public company corporate finance professional (Current) - Sell side equity research (power/utilities/midstream) - CPA (Big 4) - MBA (Finance) - BBA (Accounting and Finance)

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