General Stock Investment Strategies/Expert Profile


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Michael Weiss, CFA

U.S.
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Expertise

I can answer most questions about stock investment strategies, especially those related to value and growth

Experience in the area

I am the owner of Series 7 Exam Tutor , a financial tutoring business that provides personalized tutoring for the Series 7 Exam, the Series 6 Exam ,the Series 65 Exam, the Series 66 Exam, the Series 63 Exam and the Series 24 Exam . I also offer tutoring for finance courses. For additional information, please visit, Finance Exam Tutor. Prior to launching Series 7 Exam Tutor, I worked in investments for 20 years with the majority of this time focused on investment analysis and portfolio management. I have worked for large companies such as Merrill Lynch and Evergreen Investments and have also worked for smaller firms as well. Throughout my career, I have sought to mentor younger colleagues whenever possible, especially those enrolled in the CFA program. I completed the CFA program in 2002 after passing all three exams on the first try. I also passed the Series 7 Exam with a score of 94%. For additional information about me, you can visit the links below:
http://www.series7examtutor.com
http://www.financeexamtutor.com
http://www.series6examtutor.com
http://www.series65examtutor.com
http://www.series66examtutor.com
http://www.series63examtutor.com
http://www.series7training.net
http://www.series24examtutor.com

Organizations

CFA Institute and CFA Society of Philadelphia

Publications

Investopedia

Education/Credentials

M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York Baccalaureate Program.

Average Ratings

Recent Answers from Michael Weiss, CFA

2017-03-13 Braak Even Stock Price:

You are correct.....I will revise my answer    100 x 50 = 5000 + 10 in commissions (I originally wrote 20 in commissions - buy and sell)  100 x 52 = 5200 + 10 in commissions (I originally wrote 20 in commissions

2017-03-12 Braak Even Stock Price:

K.F.,    Your break even price is when your sales proceeds are equal to your cost basis    Cost basis = 5020 + 5220 = 10,240    Sales proceeds would have to equal 10,240.  The sale would need to equal

2017-01-15 Brokerage Accounts:

Hi Kenneth,    A lot of people still use brokers to buy stocks. However, the percentage of people who use brokers to buy stocks is probably lower now than it was a couple of decades ago. Brokers also buy

2016-05-26 Break Even Stock Price:

Kenneth,    Your break even is at whatever price it takes to make your money back.      You add all of the money needed to buy shares + commissions.  This equals your cost basis.    When your sales proceeds

2015-09-10 stock analysis:

Hi Len,    You would need to run the data through an optimization model that at a minimum includes the returns, the volatilities as well as the correlation data. You might be able to do this in excel.

 

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