Invest With A Purpose
Demystifying Financial Markets, Acting on Human Psychology & Increasing Financial Literacy
Invest With A Purpose
Demystifying Financial Markets, Acting on Human Psychology & Increasing Financial Literacy
About
Who I Am
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. And anyone can do it. 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.
Investing and Trading Strategy
As Leonardo de Vinci once said, "Simplicity is the ultimate sophistication." Investing and trading are no different.
I believe in two things:
1) The market is psychological and you can profit from its psychological fits and tantrums
2) 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.
Why Should I Give You My Money To Invest?
Attached is a chart on my 2023, 1 year, 3 year and 5 year returns.
The individual account is my trading account. The Roth account is not actively managed.