Focus on blue chip (dividend Aristocrats and constituents of David Fish's CCC list), REIT, and energy holdings.
Diversified portfolio with 80+ positions, primarily focused on US, CA, and UK/AU/CH/IL (ADRs).
Created my own mini mutual fund without all the BS and MER and various stacked-on other fees imposed by funds and full-service brokers. I am my own personal mutual fund manager. How great is that!
Change for 2014/2015: Strategy continued the shift to more sustainable stocks with lower beta, high credit ratings (A- or better), and companies that have paid increasing dividends for a minimum of 10 years. And slowly away from lower quality energy/gas/oil names to the largest ones with the highest quality (retreat to safety).
Companies in portfolio must be profitable (i.e. positive net profit and EPS), dominant (i.e. market cap minimum $5 Billion), easy-to-understand, relatively recession-proof, with a current high yield or lower yield and high dividend growth rate (I follow the Chowder Rule explained here on SA).
Change for 2016: Stopped DRIPing after many years and now re-deploy dividends into new companies for further international diversification. Do not want to DRIP into full positions, because that inflates them to over-full positions. Dividends are re-deployed into new positions or to fill existing positions to Full status.
Moderate yield plays. Buy, hold + monitor strategy. Goal is to live solely off dividends in retirement. Almost there.
Long everything. Short nothing. No options trading.
No fear, no ETFs, no mutual funds, no financial planners (all fired many years ago), no nonsense.
Keep it simple.
My ultimate objective is to leverage the knowledge, experience and relationships of our contributors to introduce our subscribers to profitable long and short investment opportunities in the healthcare sector.
My focus is on identifying and analyzing technically-complicated companies and equities that are grossly over or under-valued.