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As for trading style, Michael leans towards small/mid-cap companies, as he believes better risk-adjusted returns are available for astute stock-pickers there. Firmly contrarian, he looks to buy out-of-favor securities that have an opportunity to revalue in the medium-term (one year to five year timeframe).
I am long:
Energy: CVX COP XOM
Finance: JPM AFL MA V
Industrials: BA GE MMM
Teleco: T VZ
Consumer goods: MO PM KO PG GIS
Consumer Discretionary: LUV SBUX
Tech: MSFT APPL
Health: ABBV JNJ CVS GILD
REITs: O VTR
Individual investor with 7-digit portfolio. About 55% equities, 30% fixed income, and 15% REITs. Mix of broad-based and sector ETFs along with some "best-in-class" individual long-term holds, e.g., DUK, EPD, STWD, etc. I love yield, and will occasionally use covered calls to goose it.
My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha.
My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
I started my online venture to educate people about investing and to be able to spend more time with my family.
I used to struggle with the same issues millions of small investors deal with on a daily basis. Which stocks to buy? When to sell them? How to find the time to manage my portfolio? How to diversify? I wasn’t into dividend investing until I looked in depth at my portfolio returns and realized I was having difficulty keeping up with the market.
The root of the problem was a very poorly built portfolio that lacked structure and the components required to build a sturdy base. I made good money from the stock market but I was taking unnecessary risk to achieve my investing goals.
From that point on, I was determined to create a portfolio strategy that would allow me to benefit from dividend growth stocks as a solid foundation. Since then, I manage my portfolio with a stress free method that enables me to cash out dividend payments even when the market goes sour.
Currently invested in ALE, WFC, MCD, PG, T, LOW, UNP, CBRL, CVX, GIS, SO, VZ, D, and HD.
Began dividend growth investing in 1978 and retired at age 47 to live on the dividends of my very small portfolio. Living aboard is inexpensive if marinas are avoided, and that is what anchors are for, after all. I have lived aboard various sail boats full time for over 30 years. I met Mr Peace in 1991 after I made a solo trans Atlantic crossing in my 28 foot sailboat. He and I sailed back and then married, restored one boat and built another while living on a barge. Now living ashore in a brick house and the boat we built together is now for sale due to Mr Peace's health issues. Life changes but it is always interesting and challenging.
Very grateful to Seeking Alpha for all I have learned reading here the past several years.
Value investing partnership/hedge fund with a focus on value investing and special situations. The portfolio is very focused, and I typically hold between 20-25 individual long positions in common stocks.
I received my MBA in analytic finance and economics from the University of Chicago's Booth School of Business in March of 2013, where I learned a significant amount about investing. Over the course of my life I've learned immeasurably more from a class that occurs one Saturday every year in Omaha, Nebraska. The class is virtually free of charge, and taught by two elderly men named Warren and Charlie. They teach me more about investing, business and life in 8 hours every year than a lifetime of MBA classes could, and I'm eternally grateful to them. I am also a licensed certified public accountant (CPA) in the state of Illinois.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Koesterich was the Global Head of Investment Strategy for active equities and a senior portfolio manager in the US Market Neutral Group. Prior to joining BGI he was Chief North American Strategist for State Street Bank. Mr. Koesterich began his career at Instinet, where he occupied several positions in research, including Director of Investment Strategy for both US and European research.
Mr. Koesterich is a frequent contributor to financial news media and can regularly be seen on CNBC, Fox Business News and Bloomberg TV. He is the author of two books, including his most recent "The Ten Trillion Dollar Gamble," which details how to position portfolios for the impact of the growing U.S. deficit. Russ is also regularly quoted in print media including the Wall Street Journal, USA Today, MSNBC.com, and MarketWatch.
Mr. Koesterich earned a BA degree in history from Brandeis University in 1987, a JD degree from Boston College in 1990 and an MBA degree in capital markets from Columbia University in 1995.
Rick is responsible for research and education at Portfolio Solutions® where he utilizes his in-depth research about index fund investing strategies to head the Investment Committee. In addition, he shares his insights as a frequent news commentator, Wall Street Journal Expert panelist, Forbes columnist, media contributor and public speaker.
Rick has written six investment-related books including "The ETF Book", "The Power of Passive Investing" and "All About Asset Allocation". He publishes regularly on RickFerri.com as well as writing guest articles for the Journal of Financial Planning and other publications. He holds a B.S. in business, and an M.S. in finance. He has also earned a Chartered Financial Analyst (CFA) charter.
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.
Listed are the 227 stocks that I own. Portfolio updated on 6 February.
Portfolio yield is 4.85%.
I am a buy and hold common stock investor. Warren Buffett is definitely my guru. He makes the most sense to me. I began investing in the stock market at age 14 in 1970 with money earned on my paper route. What I have done since 1970 is invest primarily in the Dividend Aristocrats whenever the stock market is relatively low. I have never sold a single share of stock except on the rare occasion when one of my stocks was bought out for cash and I was forced to sell..
I keep all of my stock certificates or direct registration statements in a safe deposit box at the bank. I do not automatically reinvest dividends. I only purchase stocks when I feel that the stock market is relatively low. Brown University, B. A., 1978.
Below are the 36 stocks in my portfolio.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
Most of the things worth listening to are from people who are willing to look outside of the box. Most investors are delusional if they think they can outperform the S&P 500 just by selecting stocks from that index. And most investors drastically underestimate the huge magnifying effect leverage can have, both on the way up and on the way down.
I used to think of myself as a strict Buffett-type value investor, but I've evolved over the years to emulate Walter Schloss more .
Retired from a Fortune 500 company with over 40 years investing experience, but still manage to learn something new or different most every day.