I am the Executive VP of Zacks Investment Research in charge of Zacks.com and all its services for individual investors. I have a top down investment approach with a focus on value and upward earnings estimate revisions. And there is nothing I enjoy more than sharing insights with fellow investors.
Semi-Retired, new at active investing, seeking knowledge on best ways to invest my 401K and IRA investments, from passive mutual funds to dividend growth investments. Seeking income in the next few years through solid yield dividends while still securing and maintaining capital. Looking to add some more dividend aristocrats to the mix since they will help pay the bills in a few years to come.
Currently hold ABBV/ARCC/BA/CSCO/CLDT/CAH/CVS/D/DUK/EPR/GILD/HCN/JNJ/KO/MAIN/MO/NHI/NKE/OHI/PFE/RAI/SBUX/SO/T/TGT/VLO/WFC/XOM, some Corp.bonds-GE/DUK/ED/VZ/BAC/VIAB, also ETF DHS & CEF's EOS/EXG.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
“I started off being interested in [Engineering / Technical Field] back and thought I would do that for a few years. But after getting exposed to stock market I realized that I was much more interested in pursuing a carrier in investment profession because I want to make an impact and work in something much faster-paced. Currently Pursuing by MBA in Finance Analysis. CFA Level 2 Candidate.
21 year old student. Focus on finding penny stocks with massive upside potential and low downside risks. 95% of small cap stocks are garbage but there are some diamonds hidden in the rough.
I own a diversified portfolio of blue chip investment properties and stocks. I like to invest into companies that have a deep & wide moat - when selling at reasonable prices. My stock portfolio is concentrated with Berkshire Hathaway being the largest position.
Graduated from college with a Business Degree and a Major in Finance. Self-made. Retired 12 years ago. Began investing in MLPs, REITS, & Preferreds in 1996. Active personal investor for the last 27 years, which includes the Crashes of 1987, 2001, and 2008. The key to investing is time; investing for the long-term requires patience & commitment while we struggle in the short-term with emotion & logic. Dividends reward me for being patient. I prefer to buy income producing assets when they at the lower end of their trading range; the closer to book-value the better. I tend to buy and hold, unless the valuation gets out of whack, in which case I hope to sell, follow, and re-invest at a later date, post correction.
Disclosure: (1,) I am making NO recommendations of ANY kind. I am merely sharing my personal ideas, for which it is 100% your responsibility to dismiss, discount or take value in. I typically already own a long position in any equity related to that which I am posting, and you should infer such as to ALL posts. (2.) This information is intended to provide my individual perspective as it relates solely to my personal investment decisions. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to complete their own due diligence before purchasing any stocks referenced.