I'm graduate in Economics and Finance and have worked as a business consultant, specialized in company valuation. I have been an investor and trader for a couple of decades and Portfolio Manager on several situations, investing mainly in Commodities, Forex and US Stocks. Since I'm retired now I write about financial markets and manage my family portfolio.
Retired investor who spends 2 to 4 hours a day keeping up with the investing world. Work experience includes several decades in the manufacturing sector in a variety of management roles for a fortune 500 company, as well as being a U.S. Army Officer
Self-employed, mid-40's professional managing investments since 2014. On SA to learn how to make more money & fewer mistakes.
Portfolio (below) is a mix of dividend-paying blue-chips & a few spec positions.
Long term goal is to build an income stream for full retirement around 2035 & hoping SSI will be the "fixed" portion.
Growth & total return matter & the goal is to purchase a diversified set of high quality & defensively-tilted businesses, that generate lots of cash, & that pay dividends, when they are trading at, or preferably below, fair value, & then holding / monitoring.
Conservative, GARP-philosophy, diversified yield (barbell) & a defensive tilt.
Dripping everything near fair value.
Adding about 20% of income via SEP & Roth IRAs & manage wife's Roth IRA & a joint account.
Preferred holding period "forever" but will sell when a position has lost its mojo, whatever that might be (competitive advantage, dividend growth prospects, etc). Will also trim based on over-valuation & presumed regression to the mean (but not often, as I have regretted this). Learning to wait for entry-points based on fundamentals, macro-economics & commodity cycles.
Subscriber to M* Dividend Investor & Fastgraphs. I am grateful to many on SA beyond those I follow.
Listings last updated 9/6/16 & ordered by: 1) sector wt & 2) wt w/in sector (both defined as current $ value).
Healthcare: GILD, JNJ, CVS, AMGN & SYK
Consumer Staples: DG, DEO, KO, PG, MO & HLR
REITs: O, NSA, OHI, CONE, COR, DLR, WPC & VTR
Energy: XOM, HP, KMI & COP
Consumer Discretionary: DIS, TJX, SBUX & LOW
Tech: AAPL & MSFT
Industrial: BA, CMI & MMM
Telecom: VZ & T
Speculative: TRTC & PHOT
Retired former broadcaster, spent 35 years in mid-market television stations in sales, sales management and as a general manager of CBS, ABC, FOX, UPN, and CW affiliated stations.
I am a 30-year 'retail' investor in quality dividend paying stocks with emphasis on energy, food products, consumer staples, health care and technology. I learned enough about 'Mr. Market' to be able to retire in my 50's and live the good life with an income stream provided in part by a portfolio of dividend paying stocks.
For the last dozen or so years, I have found great joy in mentoring and encouraging young people to take the leap and get started with investing...pointing out that they have time on their side and that small, regular investments over time can really add up.