Retired, self-directed individual investor. Retired at 56 in March 2007 after 30 years with CA Superior Court with a modest lifetime pension and a small IRA now converted to a Roth. Native Californian, raised in the USAF and lived in various countries around the world, now reside in Sacramento, CA. Discovered Seeking Alpha in late 2011 when I was ready to invest my IRA. I started using a method I dubbed DGI Lite using the Dogs of the CCCs lists for Dividend Growth. I changed over to high-yielders such as REITs and BDCs when I needed more income to move closer to family and buy a new home in 2013. Best move I could have made. Retirement *is* all it's cracked up to be -- it's the best gig I've ever had!
A retired investor trying to survive. Mostly own Dividend Growth and a very few fast growth. Sell a few out-of-the-money calls and puts on stocks I might like to sell or buy. My holdings vary, but here is a snapshot of my stock holdings as of July 2016: AAPL ABBV ABT AFL AMP BIP BXMT CHD CINF CL CMI CSCO CTBI CVX D DIS EMR FSLR GD GILD GPC HAIN HAS HCP HD HON HP JCI JNJ KMB KO LMT LUV LXP MCD MDT MDVN MMM MNST MPW MS NKE O OHI PEP PG PSX ROST RTN SBSI SBUX SJM STAG STWD TGT TROW UTX VFC VTR VZ WBA WEC WFC WMT WPC XOM
I am 60 years old and retired two years ago from Stanford U where I was a Financial Analyst.
I looking to preserve my wealth and also generate income from my portfolio for living expenses. I am looking into dividend growth investing which shows promise to provide some insulation from the schizo fluctuations of the stock market.
I am an individual investor nearing retirement (within the next 10 years). My portfolio is diversified among a 401k, an IRA, and a retail trading account.
I manage my 401k by tactically rotating between a varying mix of stock and bond mutual funds using momentum and trend-following strategies..
My IRA is managed by an outside firm who maintains it in a balance of dividend-paying stocks and ETFs, with an overlay of covered-call strategies. A portion is also maintained in cash to take advantages of opportunities as they arise.
I manage my retail trading account trading options based on overall market volatility using underlying vehicles such as VIX, VXX, XIV, and SVXY.
I'm a Peter Lynch guy. I try to keep it simple, and "buy what I know." I regularly read Seeking Alpha, and comment far less than I read. I find significant value in the discourse that arises out of the articles. I used to post under "Tucker Kirk," but somehow "got lost" when I changed computers, which probably means I am not much of a computer whiz! I posted and predicted frequently on Motley Fool under the name "tuckman52." However, I now use SA almost exclusively as the starting point for all my research. I also invest in rental real estate, and have for many years. (Same for stocks.)