Dividend Growth Investor since 2011.
In July 2013 we moved from a managed account with a mutual fund, stock and bond portfolio to our own Dividend Growth portfolio. I am still evaluating the current portfolio holdings as they fit in our DGI "Plan".
Update: June 2015 I am now fully retired and am following our plan for life long financial independence. Retirement and financial independence are two different life goals and as such should be treated differently. Now when I check our discount brokerage account I now look at the cash being generated rather than the total value. This income generating plan seems to be working just fine as dividends are being used to support our day to day life. We currently have a 4.1% yield, 4.4% YOC and 6% dividend CAGR.
My Father was a DGI for over 70 years and my parents lived off the dividends for over 30+ years showing me the way forward.
I continue to read S/A articles daily and am still learning from the many dedicated authors.
I volunteer my time to our High School First Robotics Team. It is amazing what these students can do over the 6 week build season.
There are certain stocks I will not buy and I like to have stocks of products we use. For example when we pay for gas the dividends from XOM, CVX and COP pays the bill and BCE, RCI and VZ pay for phone and internet. You get the idea. If there was only a good dividend vacation stock... Maybe CNK.
I am long on the following: Comments welcome on my holdings.
Info Technology; AAPL, CSCO, GOOG, GOOGL, MSFT, WU
Telecommunications; BCE, RCI, T, VZ
Financials; AFL, BRK-B, CB, PRU, TMP, USB, ORI
Industrials; CHRW, CSX, DE, EMR, GE, IBM, MMM,
Consumer Discretionary; CNK, DRI, LEG, MCD, SJR
Consumer Staples; CPB, KMB, KRFT, PEP, SYY, PG
Energy; COP, CVX, XOM, RDS.B, KMI, HP
Healthcare; JNJ, MDT, MRK, PFE, SNY
Utilities; D, DUK, PPL, SO, WEC, XEL, SCG
REITs; DLR, HCP, KIM, O, OHI, VTR, WPC, NNN
MLPs; SXL, ARLP, PAA
BDCs; MAIN, PSEC**
CEFs; GOF**' NIO** DMO**
* Being evaluated for sale and reinvestment.
** Speculative 1/3 positions
Oct2013 - Bought DLR on the dip hoping for a bounce.
Oct2013 - Sold EXC at a loss and bought XEL. EXC (left over from my adviser)
Jan2014 - Added ARLP to my wife's IRA, TGH and KRFT to taxable account on Jan dip
Jan2014 - Added VTR by taking the profits from WLP and STJ (left over from my adviser)
Feb 2014 - Added T on a dip at 32 ( I wanted this stock for many years and finally pulled the trigger.)
July 2014 - Sold LOW and AMAT, took profits and added to my SO holding in taxable account.
Sept 2014 - Sold TSCDY and VDC in our taxable account.
Sept 2014 - Sold VDC in my trad IRA and added HCP.
Oct 2014 - bought more XOM on the recent dip.
Dec2014 - bought more CVX and T on the recent dip.
Sold TGH, IBM at slight loss
Dec2014 - will transfer 50% of my 401k to trad. IRA. Let the buying commence.
March 2015 - All 401k money has been transferred to TIRA
Since Jan 1 2015 I have added to the following positions on limit orders to maximize value.
DUK, VZ, O, RDS.B, CVX, EMR, JNJ, VTR, WPC, OHI, HCP, DLR, PEP, T, KMB, RCI, PPL, GE
SCG, MAIN, NNN, PG, PAA, HP, NNN, ORI, (PSEC, NIO)**
Purchased KMI, KO, UTG, JNJ, MAIN and GILD on the Aug 24th "Flash Crash". Great bargains!
Dec 2015 sold BRK-B and WU at a gain to offset the KMI loss.
Jan 2016, Added my TGT, MMM, EMR and SCHD for my wifes IRA.
Dividend Growth Investor (DGI). Self taught and still learning, successful investor. A Project Manager by trade with a strong technical and financial background. Managing projects and programs with a value up to $20M.
Beginner investor trying to find a strategy that works for me. Primarily interested in biotech, tech and dividend stocks. Working on building a portfolio of mostly dividend paying stocks to hold long term while also trading in single securities of biotech companies for short term profit.
Your Money or Your Life - Joe Dominguez
The Intelligent Investor (Revised Edition 2006) - Benjamin Graham
A Random Walk Down Wall Street (6th edition) - Burton Malkiel
The Future for Investors - Jeremy Siegel
The Single Best Investment - Lowell Miller
F Wall Street - Joe Ponzio
One Up On Wall Street - Peter Lynch
Investing in REITs - Ralph Block
A Random Walk Down Wall Street (10th edition)
I am in equipment sales in industrial and laboratory markets. As I am getting within 3 years or so from retirement I am shifting from focusing on growth to generating income. I do not reach for yield, preferring a mix that allows for solid growth of the income stream and capital appreciation. I have built a diversified portfolio of solid dividend paying companies who grow their dividends at a rate beyond inflation with 80% of investable assets. I also maintain a growth portfolio of 10% of investable assets.
I am a Long term investor attempting to create an income stream for retirement. I focus on dividend growth investing.
I am a Clinical Laboratory Scientist with over 20 years experience in clinical labs. I went back to school and obtained a business degree. I now work in healthcare IT focused on R&D.
Relatively new to "active" personal investing. Focus is on accumulating large cap, quality stocks with a combination of both high yield and growth prospects.
Currently own: AAPL. SN, KORS, ACAS, DIS, V
Watching: SBUX, UA, NKE, LULU, DFS, DPS, MA, COP, EOG, PNRA, CMG, FLT, EXR
I am an orthopedic surgeon in wv and newbie investor who is looking to gain some insight into establishing a foundation for my financial future. After some reading i believe I am a dividend growth investor. I am 38 and looking to retire at 58 so here we go...
I am a 40 year old meat cutter/ trophy husband from Kansas. I am trying to learn as much as possible about investing and my ultimate goal is to retire at the age of 55. I tend to buy large cap companies with good dividends and my hope is to generate enough dividend income to fund our retirement. My wife and I have been debt free since 2006, (including our mortgage) which we are very proud of. When most Americans were running up credit cards and buying gas hogging suv's, we were pinching pennies and buying a hybrid. I don't have any friends or family that are interested in investing to bounce ideas off of so it has been hard for me to know if I am headed in the right direction. I have been learning a lot from a select few people on Seeking Alpha and have changed my investing style because of them.
I am a mathematics professor and try not to let that get in the way of making intelligent investment decisions. I am currently constructing a dividend growth portfolio with the goal of creating an income stream that grows at or better than inflation.
Investor since 1990, mostly index funds. Learning the art of value investing.
Education: B.A 1988 Tufts Univ., MBA 1994 Thunderbird School of Global Management
Career: Latin American Sales in Building Materials. Lived overseas 22 years.