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Marc Gerstein

Company: Portfolio123

Areas of Expertise: Rules-based stock selection and modeling


Twitter Feed: @MHGerstein


Topics Presented in Speeches: Building and using rules-based stock strategies


Biography:
Marc H. Gerstein, a long-suffering fan of the New York Jets and wannabe artist with an aversion to starvation, started out as a litigation attorney (and for those tempted to mess with him, note that he can still do it). However, after having earned an MBA, he switched to a career of analyzing stocks (he was an early, or possibly the first, analyst to have initiated regular coverage of Berkshire Hathaway back in 199-whatever), educating investors and helping to develop stock screening platforms (with an interlude managing a junk-bond mutual fund). After having worked at Value Line and various websites, he joined Portfolio123 in 2008 where he is director of research. He is also chief compliance officer at Portfolio123 Securities, a startup advisory firm that will, when launched, offer a unique “robo” platform featuring stock models built using Portfolio123. His commentary can be found on Forbes.com and SeekingAlpha.com. He is the author of “Screening the Market” (Wiley, 2002) and “The Value Connection” (Wiley 2003), and is presently working on a book about designing stock selection strategies. Also, he hasn’t yet thrown in the towel on his efforts to produce a satirical novel with a Wall Street setting. You can follow him on Twitter @MHGerstein, and, of course, Goodreads (mgerstein).

author Image Marc H. Gerstein is director of research at Portfolio 123 and chief compliance officer at Portfolio 123 Securities.

Recent Articles

  • Creating and Testing a Value Strategy With Portfolio123

    AAII JOURNAL ● VALUE INVESTING,COMPUTERIZED INVESTING ● June 2018