(Photo: 2010 Third-row dugout seats at Wrigley Field with my wife Sara) I'm 25 and married with two kids. I am a Business Administration/Finance undergrad at Northern Illinois University, and have been an avid dividend investor since I began at 21. I invest to make a worry-free dividend income for my wife and children. I hope to retire at a young age (40's) and travel the world on the money people spent buying everyday things (and still do). We are young and in school so we currently rent, but we are debt free and devote >10% monthly to investing in long-term dividend stocks in our brokerage account and Roth IRA, and contributing to the point of maximum company match in our 401(k)'s; which we only invest in equity index funds. I have also started teaching my daughter Vanessa(6) about companies and stocks and she already knows we like when prices go down so we can buy more of something before it goes back up. When my son Elias(2) is a little older I will begin grooming him as well, because I grew up in a house (and society) where talking about finances was non-existent and I refuse to do the same for the next generation. Everyday of our children's lives they are taught by teachers and friends and parents how to tie a shoe, add, read, spell, maintain friends, clean up, talk to people, behave in public, cook, drive, and everything else we can think of, but when it comes to finances it seems like every child is on their own and sadly high school's seem to shy away from the subject. My children will be financially ready for the world long before they are out on their own, because of what I have taught them through open questions and dialogue. Financial freedom is extremely important for a lifetime of overall happiness. Maintaining a sustainable cash-flow positive household is much more important for a child to learn than being able to recite all the capitals of the world or what year Napoleon fought at Waterloo.
Taught as a kid to read the stock quotes in the newspaper (remember having to wait until the next day to get the quotes?) by my dad. Now, a dividend growth investor that uses a garden analogy for my dividend portfolio. Love reinvesting dividends and premiums from covered calls on my positions.
I am a 25 year old construction manager, investing small amounts of income since 2011. My main investing focus is large cap, blue chip staples that pay a healthy, increasing dividend, and have a long history of doing so. My strategy has always been to buy and hold great companies.
Going forward, i hope to increase my portfolio in size, and eventually have a steady monthly income from dividends being paid out by my holdings.
Portfolio Holdings: MCD, GE, JNJ, PG, VZ, MO, SIRI, CVX
Value investing is like doing all your reading ahead of the class, showing up to class prepared, and preparing for exams by reviewing instead of all-night cramming upto literally the last minute. Anyone could do it, but it will always be the few who do, and the many who wish they had.
I am fascinated by the psychological aspects of investment.
I'm just your average guy with no formal investment training, but have started to manage my own investments. I've been contributing to my 401k and buying some stocks here and there for years, but not with any real direction. In early 2013 I discovered SA and DGI, and decided it was time to learn about truly investing for my future, and not just guessing about it. I have been on that track ever since.
64 yrs. old
Full time amateur investor, looking after family portfolio.
I drink lots of wine, play lots of golf, a bit of philanthropy & travel a lot.
Recently I have gotten a golden retriever puppy who will accompany me on my three and a half mile daily walks
My investment strategy is a hybrid of dividend-growth and capital appreciation. I’m in the process of building a reliable and growing income stream that will eventually replace our current earned income. If my dividend-growth investments are meeting quarterly and yearly goals, I consider long-term (and occasionally speculative) capital-appreciation opportunities.
My stock portfolio currently includes: COP and CVX in Energy; APD in Basic Materials; EMR, ITW, LMT, MMM, NSC, RTN, UNP, and UTX in Industrials; DIS, HAS, JWN, LOW, MCD, SBUX, and TGT in Consumer Discretionary; CVS, GIS, KO, KHC, PEP, PG, and WBA in Consumer Staples; ABT, AMGN, CELG, ESRX, GILD, JNJ, MDT, and SYK in Health Care; MA, TROW, and V in Financials; AAPL, CSCO, GLW, IBM, MSFT, QCOM, and SWKS in Technology; T and VZ in Telecom; AVA, D, LNT, SO, WEC, and WTR in Utilities; and CCP, DLR, O, OHI, and VTR in Equity REITs.
I don't benchmark my dividend-growth holdings but do compare their performance against the quarterly and annual goals stated above. I do compare the performance of my capital-appreciation stocks against the performance of the S&P 500. In general, I'm an infrequent seller.