I have little experience with stocks. My theory is to be like a turtle, slow and steady until I can make it to the pot of gold at the end of the rainbow.
I only buy 1 or 2 stocks a year. My stocks have to have a dividend and I only sell if the dividend goes to zero.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.