I have been a senior Wall Street analyst, a top public company officer and director and independent business operator, as well as a past freelancer for such publications as Barrons® Trusts & Estates®, the Financial Analyst®, and a number of business and retirement journals.
I am the only researcher to have studied and then further documented and individually investigated over 1600 strategies used on Wall Street. And I have looked at their pros and cons and other characteristics as they apply to professional and average investor use.
What works best is the disciplined use of strategy with original purchase, not seat-of-the-pants decisions in midstream.
In addition to being a senior investment analyst for a major Wall Street firm, I was an original investment researcher. To top that, I became a senior-level executive for public corporations, to see what it was like to be in actual business. Most Wall Street advisers have never operated a successful pushcart.
A profitable publicly-owned firm I started from zero, grew to 74 coast-to-coast offices, by the time I sold my interests.
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