About Us
Qualified Experience and Background
- Since early 2006, I as an active self managed equity, fix income investor, and market analyst has experience and witness how a series of catastrophic events can sink the overall markets into bear territory. Case in point, following the tech bubble between 2002 and 2005
- Dow Jones averages fell to a level of 7,286. Furthermore after the height of the financial crisis and housing bubble equity markets tethered into bear territory. The Feds began to prop up the economy through near zero interest which sent fix income price soaring. That kept the smart money investors with well diversified portfolios with economic storm protection. I were simply a small peg in the investing world with a portfolio of a couple of stocks, and as a flamboyant self driven researh analyst who knew how the key economic fundamental could revive corporate growth after a technical meltdown in the markets. Today I own a well diversifided portfolio with numerous holdings which have return 90 to 175%. However with that being said, the objective of this site is to inform and educate those institutional investors who seek or may not be aware of certain market conditions that will severely puncture the growth of their portfolios, or current nest eggs for retirement.
About Author
- Dommanick who currently residing in his hometown Chicago Illinois has obtained a undergraduate degrees in business development and economics along with a graduate degree in behaviorial science and communications. In addition is an alumni of Depaul University with a graduate degree concentration in business communications and social ethics in business.
Why diversification contributes to a healthy financial portfolio.
The U.S. market is comprised of several sector which are invested in a variety of industries. During periods of economic recessions certain industries persist to thrive and others lagg behind which prompt investors to take capital gains from one holding and shift to another holding. In addition during bearish periods in the equity markets typically money is moved into fixed income markets because bonds tend to provide those steady interest payments. retirement planning financial advisor wealth management
ETF funds to watch!
Top picked funds of 2022
IShares Core MSCI EAFE
(IEFA) ETF
Low expense ratio, good yield, well diversified holdings finance, health tecnology, consumer durable, and producer manufactiong
NAV $84 billion Expense ratio 0.08
IShares Core U.S. REIT
(USRT) ETF
Low expense, good yield, top holding commercial and manufactering realistate
NAV $2 billion Expense ratio o.o8
Consumer Discretionary selector SPDR Fund (XLY)
Top holdings:
Amazon
Telsa
McDonalds
Home Depot
MSCI inc
Technology and data processing
Annaly Capital Management REIT
(NLY) ETF
Commercial and residential financing and investment
IShares Core U.S . Aggregate Bond ETF (AGG)
top holdings U.S. treasuries notes, GNMA and other mortgage backed securities, and corporate bonds
ETF (LIT)
Global X Lithium battery technology
Market Cap $4.5 billion
Top paying CD for 2022
Goldman Sachs /Marcus
2.50 %
20 mth
minimum $500
Bank United
2.50%
1 year
minimum $1,000
Barclay
2.30%
1 year
no minimum
City Bank
2%
1 month
Minimum $1,000
