Like hundreds of thousands of other small investors, my wife & I are longer-term investors, focused primarily on Dividend Growth in high quality companies with durable earnings. My actual portfolio can be viewed on my page, In Dividend Growth We Trust. (Scroll down) I am both blessed & grateful my wife shares in the requisite grunt work essential to limiting downside risk inherent with investing. We are partial owners in a handful of wonderful companies, constantly seeking to expand our investment horizon and fortify our financial future. Like many of you, ours is a journey, which has included some detours but never deterred us from our destination.
Below my portfolio:
BioPharma Large: AMGN, GILD, CELG, BIIB, REGN, ALXN, BMRN, SHPG, JAZZ
Biotechnology Product: LGND, SGEN, IONS, UTHR, MACK, GWPH, OASM, XXII, ACAD, OMER, ACOR
Biotechnology Clinical: CUR, ARRY, NWBO, CLVS, NVIV, AGEN, NK, ADRO, SRNE, ADXS, RDUS, ALNY, RVNC, BLUE, CYTK, AGIO, CNAT, OCRX, CEMP, BLCM, MGNX, XNCR, GERN, PTLA, GNFT, ATRA, ESPR, FGEN, LJPC, MEIP, AFMD, CLLS, ADAP, RGLS, CLDX, EPZM, KPTI, ITCI, IMDZ
Special Pharma/Generic: HZNP, DEPO, MDCO, LCI, ANIP, MNTA
Consumer Services: UNP, NSC, CSX
Consumer Goods: PG, PM, FLO
Energy: CVX, COP, XOM, BP, RDS-A, RDS-B, TOT, PSX, VLO, OXY, NOV, CEO, HP
Financial: WFC, JPM, RY, BMO, TD, BNS,
Healthcare: JNJ, MRK, ABBV, GSK, ABT, NVO
Industrial: EMR, CMI, UTX
Agriculture: DE, AGU
REITs: WPC, OHI, HCN, HCP, VTR, NHI, PSA, EXR, LSI
Technology: IBM, SSYS, DDD,
Utilities: DUK,SO, ED
MLP: EPD, MMP, PAA, SEP, OKS, KMI
In Israel currency I hold: PSTI, RDHL
Acquired companies from portfolio: DYAX-->SHPG(cash); BXLT-->SHPG; RLYP-->Galencia (cash); MDVN-->PFE(cash);
Performance: without non US currency companies:
Portfolio A: DGI Dividend, Portfolio B Biotech, Overall, S&P500, IBB, XBI, Current Yield follow SigFig and Wikinvest is:2.7%
2016 YTD(08/18/2016): 12.28%, -4.25%, 4.43%, 7%, -13.69%, -11.31%
From Israel, born in 1977, working as IT Network&Security Specialist. Chess candidate master - chess helps me to remember and follow lots of stocks and companies' business. Chess helps me to be patient and to not be afraid to take risks, to learn from my mistakes and to be resistant to losing value, same in investing. If after buying my stocks they go down it gives me an opportunity to buy more, that is how I see it. No one can predict the market and only a few investors can avoid loss of their specific stocks, diversity is a key. I was pulled in to the market by a colleague in 2014 and don’t have any regret about it, because I start to see how here in IL simple not rich man can continue his life after 40-45 if he loses his job in a high-tech company and how it is possible to buy a home here, maybe even switch this to a primary job in future. I found the “seekingalpha” website after researching the healthcare industry. First steps were ETF's, but after learning & reading a lot about fundamental and value investing and after discovering DGI philosophy, DGI bloggers switching from my ETF's into stocks. I wish to know in which businesses I hold stocks and what I am investing in. I want to invest in what I believe in. Interested in biotechnology especially in cancer treatment companies and in biotechnology in general especially unmet treatment and innovation in medicine. Early in life I wanted to be a doctor and I am interested in the medical sciences in general. Also interested in 3D printing, solar energy, robotic and innovation technology that improves our civilization and our lives. Learning about DGI here, I am proud to be a DGI Investor (learning and I continue to learn a lot from all the people I follow, sorry the list is too long to give individual BIG THANKS to everyone for their great job, hope they will continue to do that!), but some of the people I must say THANKS to, for their works, articles, research and teaching young investors and people making their first steps, people whose all articles are a MUST READ (DoctoRx - for bio/healthcare, Chuck Carnevale - for FastGraph, Value Invest, Industrial and more, David Van Knapp - for DGI, Chowder - for DGI, Bret Jensen - for Economic/Healthcare, Brad Tomas for Reit, Kanak Kanti De - for bio/healthcare, BuyandHold, Puche for their comments, and many more. Thanks for your works and for your comments!)
But in other side I think elegant and perfect portfolio need be improved DGI: Income and Growth portfolio - something like (70/30 or 70/20/10) - 70% - DGI/Income Giant/Large companies 30% - Small/Micro cap that in potential can give to Investor >500-1000% (tenbagger - Peter Lynch) or 20%- Large high growth established without dividend, 10% - small/micro with huge potential one day they can growth to be Giant/Large next (Apple,Gilead) I know my English is weak, but I am working hard to improve it. Thanks for reading my profile and giving any comments and advice.
I'm a DIY Investor, with over 25 years experience in the markets. Over the years I've traded virtually every financial instrument available. I have relentlessly pursued far too many "holy grail" trading systems and methodologies over the years and wasted a lot of time and money, only to discover recently - that my investments in boring, consistent, dividend growing companies outperformed all of these methods. As a result, I'm now fully committed to building a solid portfolio of dividend growth stocks. The goal is to replace most of my current job income with dividend income.
Born and raised in Arizona. Joined Air Force in the waning days of Vietnam War. Served 8 1/2 years stateside and in Alaska as a Radar and Satellite tracking technician. Afterward, I worked in the semi-conductor industry and computer maintenance industry for a short time. Later, I did some commerical Salmon fishing in Alaska, before I started a career at an oil refinery near Kenai, Alaska. In 2009 I took an early retirement to make a move to Washington state to be close to family.
I have been investing on my own for many years. In the past I invested mainly in mutual funds. Now I use mostly individual stocks and ETF's. I closely follow many of the Dividend Growth Investor authors on this site.
Retired Teacher, conservative investor looking for ways to safely hedge portfolio. Have experience in forex, option trading, and successfully managing my portfolio for the last five years through low risk, high probability trades.
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.
Dividend Growth and Value investing.
Portfolio: AB, ABT, ADP, AFL, APD, BAC, BAX, BBT, BDX, CMI, CSCO, CVX, DOV, EMR, EXC, FE, GD, GE, GERN, GILD, GIS, HRL, IBM, INTC, ITW, JNJ, K, KO, MCD, MDT, MMM, MSFT, NSC, OXY, PEP, PG, RDS-B, SHPG, SJM, T, TGT, TROW, UL, UNP, UTX, V, XOM.
MLPs: APU, EPD, MMP, PAA, SEP, SHLX, TCP, WPZ.
REITs: HCP, O, SNH, VTR.
Retired, late 50's
Hold CFP designation. Passed CFP exam Nov 2000
Author of "IRA: A Quck Reference Guide". Available on Amazon as an e-book.
Author of "Retirement Investing for INCOME ONLY: How to invest for relaible income in Retirement ONLY from Dividends"