My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experie ...

市场情绪与共识 - 市场经历了长达3年的牛市，并创下历史新高，华尔街对2026年将延续强劲走势存在一致共识，这种结合令分析师感到不安 [1] 分析师背景 - 分析师Roberts Berzins拥有超过十年的金融管理经验，曾协助顶级企业制定财务战略并执行大规模融资 [2] - 分析师在拉脱维亚为制度化房地产投资信托基金框架做出重大努力，以提升泛波罗的海资本市场的流动性 [2] - 分析师参与过国家国有企业融资指南的制定，以及引导私人资本进入经济适用房库存的框架开发工作 [2] - 分析师持有CFA和ESG投资证书，曾在芝加哥期货交易所实习，并积极参与支持泛波罗的海资本市场发展的“思想领导力”活动 [2] 持仓披露 - 分析师通过股票所有权、期权或其他衍生品，对PFFA、MLPI、ENB、WES、PAA、EPD等股票持有实质性的多头头寸 [3]

We last wrote an article on W. P. Carey Inc. ( WPC ) in July of 2024, in which we reissued our hold recommendation on the stock. In this article, we are upgrading our recommendation toI am a small business owner in Connecticut. We supply equipment and supplies to restaurants and food service establishments. My long-term goal has been to reallocate profits into a portfolio that can provide for passive retirement income for myself and my family. I am careful with my money! I didn't inherit any wealth and buil ...

文章核心观点 - 沃伦·巴菲特已正式从伯克希尔·哈撒韦公司首席执行官职位退休 [1] 作者背景与披露 - 作者Kody自2017年9月（20岁时）开始投资，自2009年左右对股息投资感兴趣 [1] - 自2018年7月起运营名为“Kody's Dividends”的博客，记录其通过股息增长投资实现财务独立的历程 [1] - 作者是Seeking Alpha的分析师，同时定期为Sure Dividend、The Dividend Kings以及iREIT+Hoya Capital供稿 [1] - 作者披露其通过股票所有权、期权或其他衍生品对ADP拥有有益的长期多头头寸 [1] - 文章表达作者个人观点，作者未因此获得报酬（Seeking Alpha除外），且与文章中提及的任何公司无业务关系 [1] 平台免责声明 - Seeking Alpha声明过往表现并不保证未来结果 [2] - 平台未就任何投资是否适合特定投资者给出推荐或建议 [2] - 所表达的任何观点或意见可能不代表Seeking Alpha的整体观点 [2] - Seeking Alpha不是持牌证券交易商、经纪商、美国投资顾问或投资银行 [2] - 其分析师为第三方作者，包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [2]

Nvidia Corporation's ( NVDA ) stock is up 13.4x in the last five years while its revenue grew 6.8x over the same timeframe. If were to zoom out just a bit more, to 10 years, Nvidia's revenueI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companie ...

Nvidia Corporation's ( NVDA ) stock is up 13.4x in the last five years while its revenue grew 6.8x over the same timeframe. If were to zoom out just a bit more, to 10 years, Nvidia's revenueI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companie ...

Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...

公司转型与战略 - 微软公司已从单纯的操作系统提供商完全扩展并转型 其战略重心转向生成式人工智能和智能体人工智能 并受益于其备受推崇的Azure基础设施 [1] 分析师投资理念与关注领域 - 分析师的投资理念侧重于分析被低估或不受市场青睐但基本面强劲、现金流良好的公司或行业 [1] - 分析师对石油天然气和消费品等行业有特别的兴趣 关注任何因不公正理由被冷落但可能提供可观回报的领域 [1] - 能源传输公司是分析师发现的一个案例 该公司曾无人问津 但现在其价值已不容忽视 [1] - 分析师主要专注于长期价值投资 但有时也会参与可能的交易套利 例如微软收购动视暴雪、精神航空与捷蓝航空的交易（该交易仍令人遗憾）以及新日铁收购美国钢铁公司（以每股50.19美元的完美价格退出）等案例 [1] - 分析师倾向于避开无法理解的业务 无论是高科技还是某些消费品（如时尚行业 但认可李维斯牛仔裤这类产品） 同时也不理解为何有人会投资加密货币 [1]

投资策略与组合构建 - 分析师拥有超过15年的市场投资经验，专注于分析市场中的高收益机会 [1] - 投资策略核心是构建一个混合系统，在增长与收入之间取得平衡，旨在获得与标普500指数相当的总回报 [1] - 策略基础是建立高质量的股息增长型股票组合 [1] - 为提升投资收入，策略会在组合中加入商业发展公司、房地产投资信托基金和封闭式基金等资产类别 [1] - 该策略的目标是在获取与跟踪传统指数基金相当的总回报的同时，有效提升投资收入 [1]

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