Instructor Gatis Roze, an MBA Graduate of the Stanford Business School, is a Certified Market Technician (CMT) and the past president of the Technical Securities Analysts Association (TSAA). After several successful entrepreneurial ventures, he has been a full-time money manager of his own account for over 25 years. He is not affiliated with any marketing organizations. For more information, call (206) 521-9775.
Most successful individual investors subscribe to some version of CORE & EXPLORE. CORE investing is where you diligently and thoughtfully diversify your wealth to protect your assets. EXPLORE investing is allocating a small percentage of your wealth and concentrating on the growth of those assets. By focusing on 9 different concentrated baskets of equities, this class will explore how to best optimize growth via EXPLORE investing.
The 7 weekly sessions will be oriented around the present stock market and encompass stocks, ETFs, and mutual funds. Hands-on action sequence trading exercises will help fine tune investors’ skills as we harness the power of the Web in our real-time Internet enabled classroom. We’ll build and manage a weekly class portfolio composed of the most investable ideas drawn from these 9 concentrated baskets of equities. A few examples of these “best of the best” baskets are the 44 Fidelity Select Sector Funds, 10 currency ETFs, the weekly IBD 50 list, 20 commodity ETFs, 35 country funds, scan engine breakout stocks and the 110 Dow Industry Groups.
Real-time chart analysis will occur within all 4 investor foundations of stalking, buying, monitoring and selling. We will manage high probability trades for growth with the individual objective of becoming consistently profitable investors.
We are fortunate to have both Per Thomassen, and Bill Shelby, assisting this semester. Per comes to us from the world of international ocean freight. He holds an MBA and has been actively managing his account for over 15 years. Bill comes to us from StockCharts.com where he builds investor tools such as the scan engine, alerts and the sector-to-industry module. He holds a BS in Economics and Math, and he has been actively managing his own account for over 5 years.