Qualifications/Background Information: 1- Authored 6 books on the subject of covered call writing and investing long-term. 2- National; speaker for The Stock Traders Expo, The Money Show and the American Association of Individual Investors 3- Presented over 100 seminars during the past ten years on the subject of stock investing and stock options. 4- Author over 300 journal articles published on my website (blog link) weekly on the subject of the economy and stock investing in particular 5- 25 years of successful investing in the Stock Market 6- Series 65- successful completion F- Education: 1- Professional Level; General Dentist 2- Licensed Real Estate Salesperson 3- Licensed Certified Personal Trainer 4- A myriad of real estate and stock market classes and seminars 5- Series 65- Investment Advisor Rep Youtube videos: https://www.youtube.com/user/BlueCollarInvestor 516-429-4672 firstname.lastname@example.org
I am middle-aged and still working and I plan on working for at least 20-30 years more. I am interested in developing a self-sustaining dividend portfolio for retirement in my ROTH IRA. I also do trade options (covered calls, put/spread selling). While I am interested in underlyings that serve a dual purpose and are liquid for the purposes of writing options/covered calls, it is not my primary focus of my retirement account. I would like to generate at least $15K-$20K of tax-free income or more in retirement just through my dividend-paying stocks.
Retired engineer who enjoys investing
which gives me a good reason to keep up with the
world. Have core holdings in mutual funds--equity and bond,
and quality dividend stocks. IRAs
and Roths constitute the major portion of the portfolio. Since the world markets are quite mixed, I'm more interested in a defensive position.
I have been investing primarily in US equities since 2008. As a Junior at University of California Santa Barbara I am studying Economics and Finance. What keeps me excited about the future is my desire to understand the hidden forces that move markets, businesses, and people.
I am currently seeking a full-time Investment Banking Analyst position starting Summer 2016.