• Portfolio 1

• Merkel Broad Market
• :: ADM
• :: ALL
• :: CNI
• :: CSC
• :: D
• :: ESV
• :: IBA
• :: MGA
• :: NOC
• :: NTE
• :: ORCL
• :: PRE
• :: SAFT
• :: SCG
• :: SWY
• :: VLO

•  
• :: AIZ
• :: CB
• :: COP
• :: CVX
• :: DIIB.PK
• :: GPC
• :: LNT
• :: NE
• :: NPK
• :: NWLI
• :: PEP
• :: RGA
• :: SBS
• :: SCVL
• :: TOT
•  

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Contributor to RealMoney.com
Founder of alephblog.com

17 years in the insurance industry as an actuary, working on both the asset and liability sides of the balance sheet. My main focus in investing is risk control.