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.)
I am 71 years old and have owned several manufacturing and retail businesses since I was 23. My current business is in it's 35th year.
My first stock was 10 shares of Xerox given to me by my grandfather as a birthday present when I was 12. I really became involved in the market in the mid '60's and have been a self-directed investor since the early '80's. My wife and I have 2 IRA's, a Roth and a taxable account. I also advise and manage accounts for some family members and friends.
My current goal is building dividend income for retirement, which is still a couple of years off.
I am a conservative, long term, dividend growth investor, not a trader. When I get a stock I like, I will stick with it, as long as the fundamentals have not changed. Some have been held for 30+ years. I usually drip all dividends. I like quality, best of breed stocks that pay at least 3.5-4% or more with dividend growth of at least 8% for the last 5 years, at the time of purchase.
Examples would be mo and pm which are core holdings and are my 2nd and 3rd largest positions.
There is also a small section of my portfolio that I use to add a little growth, v and patk would be examples.
Holdings include: aapl cvx cys d dmo eto f fbiox ffc fnmix fselx fsphx ftr ibm jpc kkr kmi main mcc men mic mmp mo myd ne newm nrk nrz o ohi patk pdi pff pflt pfxf phk pm pmt pnnt psx rai sna snr so t tcrd tpz utg vgr v wfc wpz
Have had a very small construction related business since 1987. Planning to retire at the end of 2015 when I am 64. Started an SEP-IRA when I began my business and made deposits every year. Eventually started a couple of taxable brokerage accounts. In my IRA I mainly have mutual funds and in the brokerage accounts I have dividend stocks. Hoping to live off the dividends, social security and my wife's pension after I retire.
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.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.