Disclosures

I don’t actively trade any publicly traded securities, and I never really have. The only publicly traded asset classes I’ve ever followed in any detail are commodities, forex, and bonds, and I don’t really follow those anymore. I’m a client of Barclays Wealth, and the vast majority of my equity exposure currently comes from their actively managed platform, which is mostly a basket of index funds. I don’t have much input into what they do with the portfolio. I’m also a client of Covestor, and I’ve had good results with their platform.

Any angel investments or other interests are detailed on my Business page.