Author Archives: Andrew

About Andrew

I am an independent investor who has managed a stock portfolio for over four years. Our portfolio consists primarily of small and mid cap stocks that are diversified across numerous sectors/industries. Our investment strategy seeks to achieve mid to long term growth based on fundamental and technical market information.Our philosophy is that managing a stock portfolio is no different than managing any other type of asset (ex. residential or commercial property). A disciplined investment plan must be tailored towards an individual's financial needs and reflect their level of risk tolerance. We believe that "Markets Reward Those That Seek Knowledge".

Gold Can Be Buried Treasure For The Independent Investor in Hedging Risk. Blackrock Gold ETF (IAU).

Posted on October 12, 2017 by Andrew

iShares  iShares are a family of exchange-traded funds (ETFs) managed by BlackRock. The first iShares were known as World Equity Benchmark Shares (WEBS) but were since rebranded. [1] Each iShares fund tracks a bond or stock market index. The following stock exchanges list iShares funds: London Stock Exchange, American Stock Exchange, New … Continue reading →

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The Independent Investor can Upgrade the Efficiency of their Portfolio thru the IT Technology Industry (Cognizant Technology) (CTSH)

Posted on August 5, 2017 by Andrew

  Type Public Traded as NASDAQ: CTSH NASDAQ-100 Component S&P 500 Component Industry IT services, IT consulting Predecessor Dun & Bradstreet Founded January 26, 1994 Founder Kumar Mahadeva Headquarters Teaneck, New Jersey, United States Area served Worldwide Key people Francisco D’Souza (CEO) Lakshmi Narayanan (Vice-Chairman) Services … Continue reading →

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Independent Investor’s Portfolios could be served best in the Franchise Restaurant Industry in 2017. (Wendy’s Inc.) (WEN)

Posted on June 22, 2017 by Andrew

  Wendy’s Wendy’s Wendy’s headquarters in Dublin, Ohio Type Subsidiary Industry Restaurant Founded Columbus, Ohio, United States (November 15, 1969; 45 years ago) Founder Dave Thomas Headquarters 1 Dave Thomas Boulevard, Dublin, Ohio, United States Number of locations 6,515 restaurants[1] (2014) Area … Continue reading →

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Independent Investors Can Maintain a Steady Altitude in Their Equity Curve Thru the Airline Industry. (JetBlue Airlines) (JBLU).

Posted on June 6, 2017 by Andrew

  IATA ICAO Callsign B6 JBU JETBLUE Founded August 1998[1] Commenced operations February 11, 2000[1] AOC # YENA176J Focus cities John F. Kennedy International Airport Fort Lauderdale–Hollywood International Airport Logan International Airport Long Beach Airport Luis Muñoz Marín International Airport Orlando International Airport Frequent-flyer … Continue reading →

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