As we age, we change.
A medical provider by training with a burning desire for trading, investing and financial literacy, I have decided to turn thought into action. For years I have considered scaling up my trading but was afraid to tell others out of fear of ridicule. I am familiar with the disdain for trading and have heard the axioms:
"You can't make money by trading."
"The only long term path to success in financial markets is buy and hold."
"Trading is gambling."
While trading is difficult and can often lead to loss, it is not impossible. The most consistent method to accomplish trading success I have found is taking advantage of dislocations in the market. Although it may not appear obvious, there are dislocations in the market all the time. The greatest potential for gains lie within these dislocations. My most successful trades have occurred by taking advantage of these dislocations and I want to teach you how to do the same.
My goal with this website is not only to educate others but also to donate 50% of all profits to organizations supporting financial literacy and education to the underserved nationwide.
As Leonardo de Vinci once said, "Simplicity is the ultimate sophistication." Investing and trading are no different.
I believe three things:
1) The market is psychological
2) You can profit from the market’s psychological fits and tantrums
3) Compounding is the only proven way to grow wealth over time
Trading
"Price fluctuations have only one significant meaning to the true investor. They provide an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal."
- Benjamin Graham
Investing
"Compound interest is the eight wonder of the world. He who understands it, earns it; he who doesn't, pays it."
- Albert Einstein
Don't overcomplicate it.
Financial markets (and money in general) are largely psychological, so using the often irrational psychology of the market to profit from price dislocations is where the best opportunities lie.
Attached you will find the performance of my stock portfolio over the past few years.
Here is a summary of 2025 portfolio performance.
Here is a summary of 2024 portfolio performance.
The most valuable and enriching free resource still accessible to all Americans.
During a tumultuous year for public broadcasting, I wanted to ensure our city's flagship station was supported.
A Charlotte non-profit emergency food pantry providing groceries to residents in need in Mecklenburg County.