Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises traders to assemble a well-diversified portfolio constructed on a core basis of a high-quality low-cost S&P500 fund. For traders who can tolerate short-term dangers, he advises an over-weight place within the know-how sector, which he believes remains to be within the early levels of a long-term secular bull-market. For dividend earnings, and as a 4th era oil & gasoline man, Fitzsimmons suggests traders contemplate a place in giant O&G firms that present robust dividend earnings and dividend progress. Fitzsimmons’ articles on portfolio administration advocate a top-down capital allocation strategy that’s aligned with every particular person investor’s private scenario (i.e. age, retired/working, danger tolerance, earnings, web price, targets, and many others) and may embody allocations into funding classes such because the S&P500, know-how, dividend earnings, sector ETFs, progress, speculative progress, gold, and money.
Analyst’s Disclosure: I/we now have a helpful lengthy place within the shares of COP, CVX, XOM, VOO, QQQ, XLK, AVGO, GOOG, SMH both via inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
I’m an electronics engineer, not a CFA. The data and information introduced on this article had been obtained from firm paperwork and/or sources believed to be dependable, however haven’t been independently verified. Subsequently, the creator can’t assure their accuracy. Please do your personal analysis and speak to a certified funding advisor. I’m not liable for the funding selections you make.
Looking for Alpha’s Disclosure: Previous efficiency is not any assure of future outcomes. No advice or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above could not mirror these of Looking for Alpha as an entire. Looking for Alpha just isn’t a licensed securities seller, dealer or US funding adviser or funding financial institution. Our analysts are third social gathering authors that embody each skilled traders and particular person traders who might not be licensed or licensed by any institute or regulatory physique.
