For 25 years I made a living managing portfolios of secured debt deals. Since 1997, I've made my living from a portfolio of public company stock that I created and manage. I enjoy helping less experienced investors by my comments and articles on SA. My insights and methods can be found in the pages of a short book I wrote in 2012 to help friends who didn't have the knowledge I had acquired but who wanted to improve their investing results. The book is available at amazon.com.
20 years corporate America, lived Internationally, Print, Software, Supply Chain Mgt., most recently web platforms to help hospitals help older patients with med checks, home & food safety to reduce re-admission rates under ACA. In Boston area.
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.
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.
Bachelor of Science in Finance (with a real estate emphasis)
Own a real estate company
Although my husband always contributed to his company's 401K, our primary investments have always been real estate. We transferred some of the 401k to an IRA that was managed by a financial planner in 2009. From 2009-2012 we did not earn a dime on the IRA. A friend of ours, sent me one of Doug Wells' first articles about how he decided he could do at least as well as his financial advisor by investing in DGI stocks. We moved all of the IRA to a Fidelity account and started buying individual stocks. We do still have some mutual funds and real estate though :)
And SA gave me the confidence, and continues to give me the confidence that I need to self-direct my investments.
I have invested over the past 20 years in everything from mutual funds to options to individual stocks (both DRIPs and growth stocks). As I approach the "ten years before retirement" mark, I have settled in with a focus on high quality dividend growth companies. I am also committed to passing along what I've experienced to my children who are college age and beyond. My goal is to build a portfolio that can withstand the turbulence of up and down markets while achieving an income stream to provide 50% of my retirement income. I utilize the CCC work of David Fish while following various other DGI authors who have similar goals.
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, Smith On Stocks - for emergency biotechnologies, 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, Nicholas Ward, BuyandHold, 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
Below my portfolio:
BioPharma Large:AMGN, GILD, CELG, BIIB, BXLT, REGN, ALXN, BMRN,
Biotechnology Product:LGND, SGEN, MDVN, UTHR, MACK, GWPH, RLYP, OASM
Biotechnology Clinical:NWBO, ARRY, CLVS, CUR, FCSC, NVIV, ONVO, AGEN, SRNE, ADXS, XXII, ACAD, ADRO, NK, ALNY, RDUS, IONS, ONCS, RVNC, BLUE, CYTK, AGIO, INO, ONCS, PTLA, CNAT, OCRX, MGNX, XNCR, CEMP, GERN, GNFT
Special Pharma/Generic:HZNP, DEPO, MDCO, MNK, LCI, ANIP,
Consumer Services: UNP, NSC, CSX
Consumer Goods: PG, PM,
Energy:CVX, COP, XOM, BP, RDS-A, RDS-B, TOT, PSX, VLO, OXY, PTR, KMI, NOV, CEO,
Financial: WFC, JPM, RY, BMO, TD, BNS,
Healthcare:JNJ, MRK, ABBV, GSK, ABT,
Industrial:EMR, CMI, UTX
REITs:WPC, OHI, HCN, HCP, VTR, NHI,
Technology:AAPL. SSYS, DDD, IBM
MLP:EPD, MMP, PAA, SEP, OKS
ETF:SBIO, BBC, BBC, CNCR
In Israel currency
I hold:PSTI, RDHL
New investor looking to learn as much as I can by using Seeking Alpha as a forum for discussing potential investment ideas. I typically seek out easy-to-understand businesses, trading at valuations that indicate a significant margin of safety. Influences include the usual: Graham, Buffett, Klarman, Greenblatt and others.
I welcome any comments or criticisms on my articles.