David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds. Visit our website for more information or to signup for our weekly email updates. Follow me on Stocktwits: http://stocktwits.com/fabiancapital
A passionate investor (and former energy dividend writer for The Motley Fool) with 18 years of investing experience. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 3-4% yield
2. Offers 10%-11% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Jemigam Capital (JCAP)
2. Starwood Property Trust (STWD)
3. New Senior Investment Group (SNR)
4. Genesis Energy Partners (GEL)
5. Omega Healthcare Investors (OHI)
6. Holly Energy Partners (HEP)
7. Main street Capital (MAIN)
8. MPLX (MPLX)
9. Medical Properties Trust (MPW)
10. Apple Hospitality REIT (APLE)
11. 8Point3 Energy Partners (CAFD)
12. Stag Industrial (STAG)
A Chicago native, U of I graduate and Former Naval Officer; 20 years as a healthcare executive just trying to raise a family and make some good investments that will allow me to retire one day and put the kids through school. I just don't buy the phony economics of today. The economy is manipulated by the rich , for the rich at the expense of the ever decreasing middle class. so I prefer a contrarian approach to investing ... Buffet says buy what ugly .. good advice
73 year old investor. I manage my own money and retired at the age of 50. I am well known by fund and hedge fund mangers around the world who communicate with me but I refuse to take on the responsibility of managing other peoples money which I am always offered to do.
I like a peaceful life with minimum people contact. I would not perform the way I do managing other peoples money. I started at the age of 13 when I received my first dividend check in the mail from shares which were given to me as a birthday present. This opened up a new world for me when my late mother called me to inform me there was mail for me and inside the envelope I found a dividend check. I have never looked back.
I occasionally trade long or short when I get bored and sense an opportunity to make fast money but prefer to not have to think about selling a stock. One of the reasons for my success is as Galileo said several hundred years ago "99% of mankind are fillers of privies". Like Jesse Livermore I know how to read the tape which is a lost skill. My net worth just in stocks is more then 8 figures and I started by delivering newspapers.
I read several newspapers including Walls St. Journal before 7:30 am. in welcome solitude in a coffee shop and I watch the market during the day without any noisy distractions such as a television with talking stock market empty heads.
My portfolio never goes over 8 long positions and I presently have 3 short positions. My long positions are large positions.
I work as an analyst at BlackVault Investments, LP. I currently provide comprehensive research for the firm’s aggregate portfolio that employs an event driven value strategy that includes multiple event driven investments built around a relative alpha value portfolio. Our fund specializes in a number of different overlaid investment strategies that include event driven and relative value strategies. We utilize our consistent fundamental approach to examine investment decisions coupled with a keen focus on macro economic trends.
Our fund employs our strategy through the institution of multiple assets including equities, fixed income products, and derivatives.