I retired in 2022 and use my free time to volunteer at Neighbor To Neighbor which is a local non-profit organization that helps people experiencing financial difficulty who may be on the fringe of being homeless, at Habitat For Humanity building homes for those that might not otherwise be able to afford one, and writing a monthly article for non-profit Mutual Fund Observer which “writes for the benefit of intellectually curious, serious investors—managers, advisers, and individuals—who need to go beyond marketing fluff”. All payments from Seeking Alpha are directed to non-profit organizations.I use Mutual Fund Observer MultiSearch as the primary tool to analyze and rank funds based on risk, momentum, quality, income, and consistency factors. I classify 750 funds in investment buckets for risk and trends. I am a retired engineer with an MBA.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of VMSIX, FADMX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I am an engineer with an MBA who retired in 2022. I am not an economist or an investment professional. The information provided is for educational purposes and should not be considered as advice. Investors should do their due diligence research and/or use an investment professional.
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