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I am an individual investor and analyst. Over the last 10 years, I have managed my own portfolio, focusing on thematic ETF cyclicality and value-oriented investments. I try to remain relatively agnostic to the investment opportunities I write about here, allowing myself to research anything that captures my interest. You will find that I have written about US and foreign equities, closed-end funds, and ETFs. My investment philosophy is grounded in rational decision-making, protection against the downside, and independent thinking. By sharing my work on Seeking Alpha, I aim to give readers clear, research-based insights that help them to better understand valuation, fundamentals, and risk. In doing so, my goal is to provide thoughtful analysis that supports disciplined long-term investing.
Analyst’s Disclosure: I/we have no stock, option or similar…
