Brian Nelson is the President of Equity Research at Valuentum Securities. Before founding Valuentum in early 2011, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation. He is best known in the financial industry as being the "Father of Valuentum Investing."
Retired July 2015. Until then was passive, mutual funds investor in 401K's and IRA's. Since then have been actively switching to an income producing portfolio. Started primarily dgi but has evolved to a hybrid approach including:
DGI type stocks -- JNJ, T, XOM, CVX, HCP, IBM, STX, ADM, EMR, MAIN, OHI, ABBV, AMGN, AAPL, PG, KMI, WMTCEF's -- EOS, PDI, JPC, PDT, ETJCovered calls and cash covered puts
I started investing back in the mid 90's. I remember my first buy was JNJ..2 shares that's all I could afford. Back then I was more interested in selling and using the money to pay off our bills/loans. My stint with mutual funds brought out my frustration of lack of control over my money. I did ok but struggled with the concept that there was something better out there. Then I thought, yes, ETF's.. that might work, buy a basket of stocks in different sectors. And I also bought individual stocks during this time. I did ok and kept this strategy for a few years. The past few years I 've been taking on too much risk and working way too hard. I don't mind the hard work but I need a reality check on proper investing for a sustaining stream of income as my husband and I approach retirement. My background is simple and most of my investing experience has evolved from reading, listening, trial and error and trying to understand and define "what am I trying to accomplish". I've been reading a lot of your comments/articles about dividend investing and I wish I had found you sooner. Now I'm focused on dividend investing for retirement income. So, my pencil is shapened and here we go....