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Occupation: Academic, Analyst, Newsletter Writer, Private Investor

Interests: Economics, Funds, International Stocks, Private Equity, Stocks, US Market

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Investment Strategy
Dividend Investment


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Brookfield Global Listed Infrastructure Income Fund: Potential for Diversified Protection in Volatile Markets Stock investors have experienced rising volatility levels since the summer, and this has generated new rounds of analysis which suggests that equities markets have become overvalued.  This is particularly true in the technology sector, where companies like Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), and Facebook (NASDAQ:FB) have witnessed substantial declines after posting all-time highs…

Equus Total Return: A Standout Selection In Business Development Space With stock valuations becoming more volatile every day, many investors are considering exposure to new asset sectors which have protective qualities.   In this regard, business development companies have the potential to generate gains for investors in the quarters ahead. A business development company (BDC) is a publicly-traded firm which makes investments in small- and medium-size…

Retirement Planning: Common Mistakes to Avoid “As in all successful ventures, the foundation of a good retirement is planning.” – Earl Nightingale Planning for retirement is a task that many of us tend to put off for a later date, but it is a necessary task which each of us must inevitably face at some point in our careers.  If you are new to retirement…

The Asia Pacific Fund: Striving for Growth and Value As U.S. stock markets rally to new records, investors are increasingly looking to Asia for new growth opportunities. One example of a fund that has achieved stable, diversified exposure to expanding markets is the Asia Pacific Fund (NYSE: APB), which is a closed-end fund managed by Value Partners.   Asian equities have traded under pressure in recent…

Dividend Investments: Brookfield Global listed Infrastructure Income Fund Offers Elevated Return Potential Stock markets continue to trade near all-time highs, as both the S&P 500 and NASDAQ have posted recent records in their underlying valuations.  For investors, this can complicate the task of identifying inexpensive asset opportunities. But one sector that should be considered by value-oriented investors is in closed-end funds, which often trade at…


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