Photo of RichardEllis
Photo of RichardEllis

RichardEllis

Entrepreneur, Private Investor

  • Joined 28 Sept 2016
  • 13 comments
  • 0 posts

Biography

Experienced investor who manages his own pension using his extensive technical background in semiconductors & software. My focus is high-growth tech stocks, primarily US corporations.

I spend 40-60 hours/week developing a software application to assist me in the vital processes of stock selection & portfolio management.

I am Mr 'TechStock Hunter' on Seeking Alpha - see my thoughts on the world of tech stocks there! Much more to come...

Investment strategy

My strategy is to achieve long-term capital appreciation though technology growth stocks. Technology (semiconductors, software, comms) is my background, so I have a definite edge in this area. I believe there are multiple secular growth trends occurring right now in the technology sector which promise to persist for many years to come. I aim for a growth rate of at least 26%pa, nett of the income I withdraw for the purposes of providing my family with the means to live.

The majority of my investments are US companies. In addition to stocks, I hold an Investment Trust.

In the longer term, I aim to house 25% of my investments in 'safe & boring' stocks which pay out good dividends. At present this is less than 2%.

An indispensable tool I have, is an App which I have been developing over the last two years for stock selection. Soon, it will also include features for portfolio management. For those who are interested, I use MATLAB, the premier language & environment for scientific & engineering applications.

At present (Dec 2020) my portfolio consists of 13 holdings, the largest three being Microsoft, Apple & Nvidia.