Executive at a privately held materials science company engaged in the development of new materials for promising energy related applications. From the midwest (Go Blue!), but lucky enough to live in a nice climate today. Great family with three kids - when I'm not coaching or watching their numerous activities, enjoy surfing, mountain biking, and shooting. I've read much about investing over the years; I've always been a value investor, now getting into dividend growth strategy.
1. (Noun) A CFA Level II Candidate with recognized critical thinking capabilities, excellent quantitative, analytical and writing abilities, high SAT scores and GPA (summa cum laude), and a thirst to be the best investment professional that he can be, while delivering the best results to his employer and clients.
- Equity Valuation
- DCF Modeling
- Ability to learn quickly/ self-teach
- Writing (see Publications)
- Communication (I worked as a tour guide for 6 years.)
- Software (I'm well-versed in Microsoft Office products.)
I go the extra-mile for my team and prefer a heavy workload over a light one.
My eBooks are now available exclusively through Amazon!
Read my investment insights on SeekingAlpha!
My husband plans to retire in 4 years (at age 67) and I plan to retire in 7 years (at age 62). We began focusing on dividend growth investing in 2013 but have been invested in mutual funds for decades. Our current DGI retirement portfolio is comprised of the following 66 DGI stocks: ABBV, ABT, AMGN, AVA, BBL, BMY, CAH, CAT, CBRL, CCP, CLX, CMCSA, COP, CVX, D, DEO, DLR, DUK, ED, EMR, EPD, FLO, GE, GILD, GIS, HCP, IBM, JNJ, KHC, KMB, KMI, KO, LMT, LNT, MCD, MMM, MMP, MO, MRK, MSFT, NEE, NOK, O, OHI, OMI, PDCO, PEP, PFE, PG, PM, SCG, SEP, SO, SYY, T, TUP, UL, UPS, VTR, VZ, WEC, WMT, WPC, XEL, XOM, and ZBH.
In addition, I manage our millennial daughter's dividend growth retirement portfolio of the following 32 stocks: AAPL, ABBV, AMGN, BMY, CAH, CCP, D, DIS, DLR, EMR, FLO, GILD, HCP, JNJ, KO, MCD, MMM, MMP, MSFT, OMI, PFE, PG, PM, SCG, SO, T, UNP, V, VTR, VZ, WEC, and XOM.
I am a novice investor and trying to learn all I can about the stock market. I have recently taken over management of my portfolio from one of Canada's largest brokerage firms.( It was a bad experience.)
I am a complete newbie to investing at 60 yrs old. I am a public employee for the State of California for nearly 40 years. Presently I work in the unemployment division making decesions of eligibilty on unemployment claims.( Job security right?) I do the investigation and issue a written legal decsion to the parties, claimant, employers etc.It has been an interesting career especailly the last 4-5 years. I have now been thorougly introduced to the concept of overtime! Came to Seeking Alpha via a google search and found one of David Crosetti's articles "Investing for Do It Yourselfers" as I remember. I have been reading about investing for a year. As our parents are getting older and needing care I became acutely aware of the need for some long term care insurance. After doing some inquiry and learning how expensive it is and making the connection that I had money in my 401k I decided to try and invest to meet this potential need. If not needed then the monies could pass to my kids. Education BA degree in Social Science from Cal State Stanislaus. (affectionetly known a Turkey Tech). Started out to be a teacher until I realized there were kids in the classrooms!
Eagle Scout; Founder of troop 194 that has produced about 50 Eagle Scouts in the last 20 years.I have two Great Nephews in the troop! Vigil Honor Order of the Arrow/ Delware Name given me by the Lodge translates into Noisy Bear. I snored alot!! Silver Beaver. (if you are a Scout all this makes sense)
Trying to use good judgement in making my investments. Seeking Alpha has been an inexhaustable resource for me on this journey. Wish I had learned of Dividend Growth investing at a much younger age. I am allowed to invest virtually all my 401k monies as a self directed account. With that said happy investing! First rule of my business plan is : No Hubris allowed!
Hobbies: gardening, playing the Native American Flute, Reading, and now Investing. Fortunate to study with two time Grammy winner Mary Youngblood on the flute. I facilitate my local Flute Circle and have written extensively for our publication ,"Voice of the Wind" Live in the Great Central Valley of California ...yes my Mom's family were Okies.
At an age of 43, I retired early from a successful engineering career to pursue my passion for personal finance and investing. My early retirement was made possible by following the basic principles of living below my means, saving big portion of my income, and investing in high quality dividend paying stocks.
I am now a full-time investor and a blogger. See my blog at: www.allthingsmoney.com for my story.
Mr. All Things Money
I am a 30 year old individual investor that maintains my own portfolio with preference to the DGI strategy. I have a 401k that I contribute to as well to earn matching contributions. I also invest in growth stocks, in which I believe have substancial upside at a reasonable price. I have been growing my portfolio through regular contributions and spend a lot of time researching and learning with content from SA, Schwab (Morningstar) and Yahoo Finance. I plan to write a few articles in the future about my life and investing decisions. Thank you for your time and I hope to provide quality content that can create some excellent dialogue.