With over 15 years under my belt in financial services, my investment focus is rooted in macroeconomic trends. I specialize in identifying undervalued sectors and thematic opportunities, particularly in metals, gold, and cryptocurrencies, at times when their potential is ripe.
The journey began in New York, where I dived into the professional world post-college, armed with a Bachelor’s in Finance and experience on a Division 1 Men’s Tennis team. Later, I relocated to North Carolina to pursue an MBA and continue my career, splitting my time joyfully between Charlotte and Asheville.
Coming from a middle-class background, the importance of a strong work ethic was ingrained in me early on, thanks to my German-Slovak mother’s influence. Starting college with just $10,000 felt like a fortune back then. Fast-forward two decades, and my wife and I are co-managing a $2.5 million investment portfolio. It’s a testament to how systematic saving and investing can truly transform lives.
Maintaining an updated portfolio is something I make a point of, and those who follow my work can view it here. I take genuine pride in discussing funds, stocks, and sectors that I am actively involved in, and I believe this authenticity resonates well with my audience.
In broader market investments, I focus on DIA, VOO, and QQQM. When it comes to sectors and international perspectives, my picks include XLE/IXC and VPU/IDU/BUI, alongside FEZ, SCHF, and EWC. For alternative investments, my attention is on Bitcoin and IAU for gold.
As for individual stocks, my interests lie with JPM, MCD, WMT, and FLUT. In the realm of debt, I choose BGT and specific municipal bonds from North Carolina.
Furthermore, I contribute to the investing group CEF/ETF Income Laboratory, where I offer macro analysis expertise. This group specializes in managing income portfolios focused on achieving safe and consistent yields of around 8%, and is designed for both active and passive investors of all levels. Many holdings are structured to provide monthly payouts, allowing for quicker compounding and a steady income flow. The service also offers continuous chat availability and trade alerts. Feel free to explore more about it.
