I am relatively new to the investment game. I started in college in 2012 when I wanted to be more proactive in managing my own financials, and since then I have been hooked. I am Canadian, and I do most of my trading on the TSX but i however hold several holding in US markets. I have set up a Tax free savings account which has a portfolio of mostly dividend paying stocks but i also have another account that i use for growth and value stocks.
I have a tendency to favor resource stocks. steel, potash, oil&gas, uranium. I live in Saskatchewan where we export all those except steel.
Any questions feel free to contact me. I am new but very excited and eager to learn
I started a DG portfolio a little over a year ago. I invest monthly using DCA as of right now. Since I work full time and go to school full time, I don't really have time to perform proper stock analysis on all the stocks I would like to. As a result, my holdings are "bread and butter" DG stocks - KO, XOM, MCD to name a few.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
Age 74. Retired completely in 2007, after spending 46 years in teaching, government service and finally church administration. Undergraduate degree in history, master degrees in education, history, and business administration.
Most work experience was as staff analyst for the Office of the Secretary of Defense. The photo is one of my grandson born three years ago.
Goal: To increase our retirement income every year by 6-16% primarily through dividend growth investing using David Fish's CCC monthly spreadsheets, plus other income producing investing. 2014 investment income was $21,822, up 23.6% from 2013. Really surpassed my goal. Delivered at $24,000 in 2015.
My wife and I don't need this income to meet our basic expenses. My pension is our stand-in for bonds. We let this income just grow by selective reinvesting and we spend it by transferring shares to our 7 grandchildren's UTMA educational accounts and for foreign travel. We also save cash in a short term bond ETF for emergency needs, house and car maintenance. To do this, I have removed most automatic reinvesting in our joint taxable portfolio, stocks from which I periodically transfer shares to my grandchildren. My IRA and Roth IRA accounts plus my wife's Roth IRA will remain on automatic reinvestment. Current portfolio is below.
No formal training in finances or security analysis. Been an investor for 52 years, most aggressively since early 1999. Current Portfolio: Spend considerable amount of time managing and fine tuning our portfolios, which now consist of 42 dividend growth stocks, 3 closed-end funds, 3 ETFs, 4 REITs, 9 other stocks, for a total of 61 positions [down from 102], and 0 bonds. 42 of these are CCC stocks. My aim is to hold no more than 50 positions.
Utilities: AEP, CMS, D, SCG, SO (limit order now in for WEC)
REITs: O, OHI, CLDT
Consumer Staples: ADM, KO, KHC, MDLZ, NESTLE, PEP, PG, SYY, WMT
Tobacco: MO, PM, RAI
Consumer Discretionary: HAS, MCD, SBUX, TGT
Telecom: T, VOD, VZ
Financials: AFL, TRV
Business Development Companies: PSEC (selling about 75% of PSEC). .
Energy: BP, CVX, KMI, XOM
Health: ABT, ABBV, GILD, GSK, JNJ, MDT, MRK, NVS, PFE
Industrials: CAT, EMR, GE, NSC
Technology: AAPL, CSCO, GOOG, GOOGL, INTC, MSFT
ETFs: DVY, SCPB (for income on cash)
CEFs: KED, MGU, TYG (selling all of these).
My principle Seeking Alpha mentors are: Chowder, David Fish, and Chuck Carnevale, plus several others in specialty fields like REITS, MLPs, and Business Development Companies (BDCs).
In my opinion, the best writers in this dividend growth investment area are Chowder and Mike Nadel, who started in the DGI strategy about the same time I did; Mike learns faster.