I am the Portfolio Manager for the RETIREE INCOME PORTFOLIO, DIVIDEND OVERDRIVE PORTFOLIO, and the OIL & GAS INCOME PORTFOLIO at PortfolioChannel.com. I am also the creator of the Cash Flow Retirement Replacement Ratio© used in retirement and investment planning. A Chartered Financial Analyst and Certified Financial Planner, I have spent over two decades managing high-net worth individual and institutional accounts, working as a portfolio manager and analyst. I have also had several stints working for a pair of Private Banks managing balanced, fixed income, and equity accounts.
Retired Refinery and Petrochemical Commissioning and Production Manager, having worked for 48 years worldwide in more than 42 countries and on more than 42 small and big projects. Fluent in at least 4 languages and a practical very Hands-on Engineer / peoples Leader and so on. Now staying in Switzerland on a Refinery Project.
Rudy Martin is a consultant with experience in technology, communications and finance. He's also the former director of research for TheStreet.com Ratings.
Earlier he worked 25 years in investment research and management positions with Fidelity Investments, Lincoln National, Dean Witter Reynolds and Transamerica Investments. He began his career as a securities investment analyst at Duff and Phelps where he published equity and fixed income securities investment recommendations.
Mr. Martin frequently speaks about financial markets and global equity investing. He has been featured in numerous publications and online media outlets.
Martin holds a master’s degree in finance from Kellogg Northwestern University and is active in non-profit organizations such as Mission Economic Development Agency.
I was a publisher (both founder and owner) from 1964 through 2009. A passive investor until recently, now I need to preserve capital while simultaneously generating some income. I've learned a great deal from Seeking Alpha. Thank you one and all. However, I have a long ways to go to catch up to the many fine contributors. You can expect me to spend most of my Seeking Alpha time "reading the mail" and continuing my investing education.
Recently retired CFO and Acting CEO. Background also includes small business consulting, investment banking, strategic and financial planning, managing a lighting company, and bank, commercial lending officer. MBA in finance including security analysis.
I have been an investor since the late 70's. I was a stationary engineer/ HVAC tech when I had to retire due to medical problems. I started with Muni bonds and utility stocks, and was a buy and hold investor till I was forced to trade in order to recover the losses from the market collapses in 2000 and 2008. In 2000 the collapse of nursing home bonds did considerable damage to my money invested, but I was able to recover and grow my portfolio by taking on an educated risk in defaulted muni bonds that my new broker brought to me. Then in 2006 I put the money into the stock market since there was little if any bonds of the type I invest in available, only to watch it disappear. Since the collapse and my medical retirement started about the same time, I started trading and still holding what I think are key investments. The collapse took about half of my money invested but through trading I have since tripled that money. I like to invest in the MLP's, REIT's, BDC's, Utilities and anything that either pays a good dividend or is severely undervalued. I believe that anyone can become wealthy if they are willing to sacrifice and work hard and try to educate themselves to the best of their ability.