For international ETFs, I take into account economic growth, equity valuation, debt levels, political stability, and currency strength for 30 countries when determining which countries likely offer strong risk-adjusted forward returns. In addition, it gives me technical insight into some important industries including automation, software, semiconductors, solar energy, communications, and other areas of 21 st century growth.įor individual stocks, I often emphasize growth-at-a-reasonable-price companies with a blend of growth and value that enjoy wide economic moats and strong returns on invested capital, or companies that I expect to turn around and achieve that state. I’ve found that taking an engineer’s approach to the markets has given me a unique and emotionally detached way of looking at things layer by layer with a strong quantitative background, which has thus far been quite successful. My investment approach combines my experience with finance and engineering. I began my engineering career as an electronics engineer in the automation and simulation industries about a decade ago, and gradually shifted towards finance and management, eventually coming to run the day-to-day operations of an engineering facility and a team of engineers and technicians, including overseeing the facility’s finances and approving major technical decisions. I have 15 years of investing experience, a bachelor’s degree in electrical engineering, and a master’s degree in engineering management with a focus on engineering economics and financial modeling. My name is Lyn Alden Schwartzer, and I’ll be covering North American stocks and international ETFs here. I take a conservative, low-turnover, long-term approach to investing for the base of my portfolio, with some opportunistic trading around the edges. There are some new people here, so I want to formally introduce myself and the work I’ll do here.
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