Five Plus Investor is business owner and an avid follower of the stock market, managing seven different types of portfolios for family and friends. Five Plus Investor invests in multiple types of investments, with the goal of achieving relatively high dividend yield that has a reasonable margin of safety. She enjoys contributing to Seeking Alpha as she has time, with her core audience being new investors and retirees.
Hi, my name is Dave. Retired Senior Manager after 35 years in Information Technology. Bachelor of Science in Mathematics, way back when.
I'm managing my retirement dividend growth portfolio with an objective of higher than average current dividend yield coupled with annual dividend growth exceeding the long term rate of inflation. The goal is to use dividends to supplement my pension and Social Security income. I maintain a smaller,taxable growth oriented account to generate capital gains over the medium term to periodically refill a safe bank account for additional spending.
Retired @ 57, 2011
Part time investor.
US citizen, live in the Pacific NW,
Building a portfolio primarily with dividend growth stocks and CEF's
Long only: KO, MSFT, JNJ, PG, ED, CINF, LMT, ITW, NWN, GD, RTN, PEP, AFL,T, EMR, IBM, XOM, RDS/B, GE, GSK, BP, ARCC, FFC, PDT, ETO, FLC, PFO, HPF, PCI, PDI, PFL, PCN, PTY, PKO, CEN, GLQ, AMLP, GDX and others.
Philip O’Connell holds a BE in Civil Engineering from the
National University of Ireland Galway, a MSc in Project Management from the UCD
Michael Smurfit Graduate Business School and is currently working in a business
transformation role in London. Although
coming from a non-traditional investment background, his strong analytical
skills, business acumen, and multi-disciplinary approach equip him with a unique skill set for
investing. Philip is planning to sit the CFA Level 1 exam in June 2016.
Philip has travelled to more than 22 countries worldwide and has worked in three of those. He enjoys surfing, hiking, running and adventure
Value investing - open to all techniques and approaches.
My name is Ted Leach. I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement. After serving as a pastor for 40 years, I'm in a second career and I have two part-time jobs. As Director of Community & Property Care, I'm part of a management team that oversees 123 residential retirement units in multiple locations for a non-profit organization. I also serve a large congregation as a part-time associate pastor.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Here is my current 25-stock portfolio:
- 5 stocks each with a 5.2% target allocation: JNJ, XOM, MSFT, PG, MMM
- 5 stocks each with a 4.4% target allocation: WMT, MRK, IBM, CMI, GPC
- 5 stocks each with a 3.6% target allocation: EMR, SO, WEC, CNP, HCP
- 5 stocks each with a 3.0% target allocation: PEP, T, O, EPD, WPC
- 5 stocks each with a 2.4% target allocation: UNP, NNN, STAG, MAIN, EVA.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
Retired U.S. Coast Guard. Long time buy and hold with DRIPs.
Past few years started buying stocks not having DRIPs. I am
long the following stocks: KMB...WTR...PG...XOM...PRU...SDRL...
Recently retired after 40 years as a Airway Transportation Systems Specialist. I am married with three children (a daughter and twin sons), and one grandson. I was born in Alexandria, MN in 1954 and am now living in a suburb of Minneapolis. I am currently interested in Retirement savings.