Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Taras Loboda

Surrey,BC

Summary

Proactive trader and portfolio manager with experience in US stock and futures markets, and an understanding of psychology's role in trading. Operate my portfolios with different strategies. A hardworking and passionate job seeker with strong skills in fundamental and technical approaches. Ready to share my knowledge and to help the team achieve company goals and ready to absorb new knowledge. Never gave up even in difficult personal and market conditions.

Overview

5
5

Years of professional experience

Work History

Investment Manager

Self-employed
New York, NY
04.2018 - Current


  • Researched and evaluation of stocks to support portfolio decisions.
  • Developed and managed detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Created and executed aggressive investment strategies to increase returns for myself.
  • Executed CAN SLIM active investment strategy.
  • Traded ICT price action concepts
  • Operated 3 personal portfolios with the peak annual return of 52.89%/ 40.41%/ 59.76%
  • Monitored, managed, and developed investment portfolios.
  • Risk-management
  • Reviewed and studied of own mistakes
  • Technical and fundamental stock screening and analysis

Front Desk Officer

Opera Hotel - Porter, Panorama Lviv Hotel
Lviv, UA
07.2016 - 05.2020

Lviv Acamedy of Commerce
Lviv
09.2014 - 01.2016
  • Master of hotel and restaurant management:
  • Hotel and restaurant business

Lviv Acamedy of Commerce
Lviv
09.2010 - 07.2014
  • Bachelor of hotel and restaurant management:
  • Hotel and restaurant business

Education

Master of Science - Hotel And Catering Business

Lviv Academy of Commerce
Lviv, Ukraine
02.2016

Master of Science - Hotel And Catering Business

Lviv Academy of Commerce
Lviv, Ukraine
08.2014

Skills

  • Portfolio management
  • Investment performance analysis
  • Financial Analysis
  • Investment analytical systems
  • Critical independent thinking
  • Stock trading
  • Risk-management
  • Stock filtration and screening
  • CAN SLIM active investment strategy
  • Intraday and swing trading
  • Discipline and patience
  • Research and analytical skills

Accomplishments

    Have experience in operating 3 own portfolios with different managing strategies: active trading, active investing, and passive long-term portfolio with an average overall annual growth of 53,34%. Being almost 5 years in this environment - still passionate about it. I have paid a lot of my own money for this experience and never regret it. Trading and investing is the only field I wish to work in.

Additional Information

My journey to the US market started with self-studying of investments and passive dividend yield portfolios, one year later I passed Alex Gerchik's course of technical analysis and received a "levels-based trading technical knowledge" but it was still unclear to me, why the prices work the way it did. A few months later I revealed for myself a CAN SLIM William O'Neil investing strategy, first by reading his book and later by studying and applying that strategy in my real portfolios. It worked successfully until COVID-19, later the russian invasion happened to my country, and in addition to the markets fall, the electricity and internet became almost unable to have and I had to deal with huge losses. At that same time, I started to study ICT price action concepts, which I like because it explains all the price movements and the logical reasons for them. So I think I have a good portion of experience made with my own money, and I know what it is like when you have to lock in losses and still stay in this business.

Timeline

Investment Manager

Self-employed
04.2018 - Current

Front Desk Officer

Opera Hotel - Porter, Panorama Lviv Hotel
07.2016 - 05.2020

Lviv Acamedy of Commerce
09.2014 - 01.2016

Lviv Acamedy of Commerce
09.2010 - 07.2014

Master of Science - Hotel And Catering Business

Lviv Academy of Commerce

Master of Science - Hotel And Catering Business

Lviv Academy of Commerce
Taras Loboda