Core Principles

  • Deriving an edge by investing in a manner that is more efficient than that offered through simple equities trading and options based risk management in continuously evolving financial markets.

Trading Strategies

  • Focusing on trading large/mid cap, S&P listed securities with high volatility. Examples of companies include Apple, Google, MasterCard, Amazon.com, Priceline, and Chipotle.
  • Holding positions for both the short term and the long term. The length of the holding period is contingent on market conditions. Holding periods may be as short as minutes or hours during the trading day or as long as months to over a year.
  • Using technical analysis to formulate portfolio positions.