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 have 20+ years experience as a financial analyst/ business valuation expert. I have spent the last 15 + years in the energy industry. I have a BS in Economics and a BS in Business Administration with emphases in Finance and Accounting. I have an MBA. I have earned the Chartered Financial Analyst designation and the Certified Management Accountant designation.
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.
After 42 years in the construction industry as an IBEW inside wireman-electrician
I feel fortunate to have a pension. I value all the insight from the contributors
to this web site! With 300k in IRA's @Vanguard and 30k in joint acct,I hope to
attempt some trading and options also.
seeking alpha and advice
Former Marine and retired Naval Aviator. Four years as an insurance agent until the 9-11 aftermath influenced a career change to pipeline construction safety. Other than my 401K, did not start investing in individual stocks until May 2012 .
After "paying my stock market tuition," I discovered Bill O'Neil's CANSLIM system and Investor's Business Daily. This was another learning period for me where I discovered one has to "watch his money" every day in the market lest it leak out of a "hole in the bucket." I also began to read dozens of books (many by the masters) on the psychology of trading, and have now shifted to reading about value investing and dividend stocks.
In March 2015 I cam across Jason Kelly's "3% Signal" system of investing. Jason is a contributor on Alpha and for those who may be interested in some of his works you can read about them at jasonkelly.com. I order three of his books off amazon and now have half of my portfolio invested in his 3% Signal system, and the other half in value dividend payers. I sleep sound and secure.
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Astute student of value investing with a focus on dividend growth. Doing my homework and learning something new everyday. You can't acquire much more than miniscule knowledge of what this vast investing universe is all about, but you can learn what works for your own situation.