On your positions

This is another area that can mean the difference between winning and losing in the market. When you initiate a position, you do so with a relatively small position relative to how much of it you eventually would like to own. This serves the purpose of limiting losses on a dollar basis in the event […]

More on stock selection

Personally, I use probably no less than 20 different methods (filters) to identify stocks worthy of my capital, and my client’s capital. This is where my bread is buttered, so I will only give a teaser here…. but generally speaking, I never buy cheap stocks, I never invest in a company with negative earnings, I […]

On investment selection

Buy and sell timing – this is not as simple as buying low and selling high. This is actually not simple at all. Expecting success solely through market timing will lead to your financial ruin. Never try to pick a bottom. A successful short-seller knows that momentum builds on itself, a further break to the […]

On speculative account management

To a great extent, the performance of an account is directly proportional to how quickly the management can admit they were wrong. Your money is supposed to be working for you, not against you. In the absence of the experience, expertise and resources needed to properly manage your own accounts, you can find someone who […]


I started this blog recently to serve as a source of information for eager-to-learn traders and investors. I am a Certified Financial Planner®, a candidate in the Chartered Financial Analyst and Chartered Market Technician programs, and President of Jersey Shore Portfolio Management, LLC., a Registered Investment Advisory firm that specializes in active portfolio management. I […]