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XMFHelical

Ralph Casale

General Information

Name:
Ralph Casale
Fool Since:
February 9 2000
Aliases:
TMFHelical (3/30/2017), HelicalZz (7/7/2008), ZzF00L (7/17/2006), ZuzuFool (2/3/2006), CasaleRA (9/28/2003)
Where I Live:
Westford, MA
Gender:
Male

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Medium High
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
My investment style follows behavioral portfolio theory. A pyramid approach with a foundation of solid, dividend paying, large cap, stable business equities, a mid tier of quality companies at a decent value, and a cap-stone with a few speculations.
Stocks I Own:
ABBV, ADP, AMZN, ATHM, BAC-WTA, BAM, BCRX, BPY, CAH, CDK, CVS, CVX, DSUM, EPD, EXETF, FFNW, GDX, GHDX, GILD, HCN, IBKR, ICLR, JNJ, MCF, MCK, MDT, MRTX, NLY, NVO, OUTR, PRA, PHYS, RGA, ROIC, SO, TLK, WM, VZ, YCS, Kids: DIS, HAS, KO, SNE, TWC, MDT, NVO

Investing Expertise

My Area of Expertise:
Healthcare. Thats where I focus anyway, and for diversification, I have the Fool.
Greatest Investment:
Probably GMCR. But HCN has done very well for a good length of time.
Worst Investment:
Considering BAC as a 'core holding' certainly lacked wisdom.
Money I Manage:
Just mine. And ever since I suggested my wife sell Apple at ~ $80 in 2009ish, I've learned to shut the heck up.

Education And Work Information

School(s) Attended
Ralph - WPI, then some grad school in chem
Job Title
Pharma / Biotech, TMF Home Coverage Team

Interests

Personal Quote:
"Of course I don't believe in it. [pointing to horseshoe on his office wall] But I understand that it brings you luck whether you believe in it or not." - Niels Bohr .... "First rule of italian driving, whatsa behind me is not important" - Raul Julia (Gumball Rally, 1976)
Person(s) I'd Like To Meet:
My own forefathers.
Favorite Vacation Spots:
Belize (inland)
Favorite Sports or Teams:
Red Sox (Make market surprises look tame and predictable)
Favorite Movies:
Casablanca, Moonstruck
Favorite Music or Musicians:
Nat King Cole, Aimee Mann
Great Books Read Recently:
Revolutionary Wealth - Toffler
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