This article summarizes the background and the investment performance of our Chief Investment Strategist.

I graduated from the Electronics, Telecommunication, and Information Technology University in Romania in 2014, but my path took a different turn.

I played poker professionally for more than 10 years.

At some point, I became concerned about inflation and started looking for ways to invest.

I discovered that if you want to succeed in both poker and investing, there are similar principles that you should follow:

1. Understand the fundamentals.

2. Have the discipline to control your emotions and follow the right process.

3. Have a strong risk management to survive variance.

4. Have resilience and keep playing/trading according to your process.

The 2020 V-shaped recovery inspired me about the good opportunities that sometimes arise.

I have read Benjamin Graham’s The Intelligent Investor and Security Analysis, and I started my investment journey as a value investor in March 2021.

After I studied other mentors, market price action, investors/traders, and institutions’ behavior, I discovered that this framework was too rigid for the current environment.

I adapted by incorporating additional technical signals and fundamental statistics into my process.

The strategy resonates more with investing than trading.

With a time frame of 6 months to 1 year, sometimes even less if it works in our favor.

It follows a lower-volatility approach in the long term, outperforming without taking on extra risk.

This graph shows my investment performance vs. the Nasdaq index from March 2021, when I started investing:

The following graph shows my investment performance vs. the Nasdaq index for 1 year:

This graph shows my investment performance vs. the Nasdaq index for this year:

Disclaimer: This newsletter is for educational and informational purposes only and does not constitute investment advice. The author may hold positions in the assets discussed. By reading this, you agree to our Full Legal Disclaimer.