I have worked in the investment industry since 1986 and earned the CFA charter in 1997. I worked for Kidder, Peabody in bonds from 1986-1992 and then First Boston's investment management subsidiary from 1992-1994, both in NYC. I then joined Criterion Investment Management (later acquired by ... more
I have worked in the investment industry since 1986 and earned the CFA charter in 1997. I worked for Kidder, Peabody in bonds from 1986-1992 and then First Boston's investment management subsidiary from 1992-1994, both in NYC. I then joined Criterion Investment Management (later acquired by Nicholas Applegate and then West LB) as a portfolio manager helping to manage $10 billion in fixed-income investments. In 2000, I made the move to stocks, joining a small firm in Houston as an analyst and portfolio manager. I left in 2006 and formed my own business, AB Analytical Services.
Since the beginning of 2007, I have worked as a research consultant to several investment advisors. Additionally, I began offering a model portfolio service to individual investors in 2008 at InvestByModel, adding a private blog in 2011. In 2009, I began working with an independent research firm that focuses on evaluating the management teams of publicly-traded companies. In 2013, I came to the Marketfy platform and launched The Analytical Trader, with the goal of providing swing-trading ideas that would offer 4:1 reward-to-risk over a two-week time-frame. Later in the year, sensing an unmet need in the market for objective information on cannabis-related stocks, I launched 420 Investor as the go-to place tho help investors capitalize on the "Green Rush". Finally, I have been one of the most successful bloggers at Seeking Alpha since early 2007. You can access my 600+ articles here.
I am very dedicated to the idea that people can manage their own money and get market-beating performance at a reasonable all-in cost, avoiding costly middlemen who tend to deliver mediocre performance, at best. My goal is to help you by providing ideas that are based on sound processes and decades of experience, letting you make the ultimate judgment regarding the commitment of capital. I enjoy interacting with subscribers and look forward to working with you.
You can also find me on LinkedIn and on Marketfy.
AAPL | Apple Inc. |
ABC | AmerisourceBergen Corporation |
ADY | Feihe International Inc. |
AMMJ | American Cannabis Company, Inc. |
AVGO | Broadcom Ltd |
AVTCD | AVT INC |
CBIS | CANNABIS SCIENCE INC |
CSL | Carlisle Companies Inc |
DIG | ProShares Ultra Oil & Gas |
DIGGQ | DIGITAL GAS INC |
EDXC | ENDEXX CORP |
GOOG | Alphabet Inc. (Google) |
GRNH | GREENGRO TECH |
GWPH | GW Pharmaceuticals plc |
HAS | Hasbro, Inc. |
HEMP | MARIJUANA INC. |
IWM | iShares Russell 2000 Index Fund |
NXPI | NXP Semiconductors N.V. |
SDY | SPDR S&P DIVIDEND IDX FD |
SODA | SodaStream International Ltd. |
SWKS | Skyworks Solutions Inc. |
UA | Under Armour Class C |
WSM | Williams-Sonoma Inc. |
Owner | |
420 Investor | |
September 2013 - Present (8 years 10 months) | |
420 Investor, which is hosted on Marketfy, is aimed at helping those interested in investing in cannabis-related public companies. As "Cannabis Financial Analyst", I will be sharing my on-going research developed since I helped pop the bubble in February 2013 but realized how big the "Green Rush" will truly be. Subscribers will also not only be able to interact within our community but also gain access to industry leaders through live over-the-internet presentations and through exclusive intervi |
Analyst | |
Management CV, Inc. | |
March 2009 - Present (13 years 5 months) | |
Management CV provides a structured method for analyzing the skill and quality of the management teams at publicly-traded companies. My role has been to provide qualitative analysis, with an emphasis on evaluating the likely impact of management changes. I have diligenced over two-hundred companies using their frame-work in the past four years. www.ManagementCV.com |
Owner and Portfolio Manager | |
Invest By Model | |
May 2008 - Present (14 years 3 months) | |
InvestByModel.com provides model portfolios for self-directed investors to copy in their own accounts for a low monthly subscription fee. Each trade is supported by written research, and performance is monitored by Hulbert. |
Principal | |
AB Analytical Services | |
February 2007 - Present (15 years 6 months) | |
I formed AB Analytical Services in order to offer customized equity research to buy-side investors, primarily smaller RIAs. I collaborate with each of my clients, offering them individualized service ranging from providing actionable recommendations to participation on an internal investment committee. My website, www.analystforhire.com, describes the types of services I offer. |
Northwestern University | |
BA | |
1983 / 1986 | |
Economics, Mathematical Methods in the Social Sciences |
Investors Guide to Cannabis Stocks | |
Alan Brochstein | |
420 Investor | |
10/04/2014 | |
Long-term opportunities abound, lots of risks with the current universe of stocks... The guide includes 17 names with market caps above $10mm |
The Analytical Trader | |
Alan Brochstein | |
Marketfy | |
The Analytical Trader is a swing-trading service I am offering on Marketfy, a curated an verified platform offering trade alerts and education regarding stocks, bonds, options, ETFs, futures, commodities and forex. |
Invest By Model Newsletter | |
Alan Brochstein | |
Two model portfolios, both tracked by Hulbert, that are offered on a monthly subscription basis. Top 20 targets the S&P 500 and is fully invested, while Conservative Growth/Balanced targets a 60% stock and 40% bond index. Each new investment is supported with written research, while all additions and deletions are supported by comments posted to an accompanying blog. |
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