I am an older investor who doesn't fit the stereotype. I focus on buying high dividend paying common and preferred stocks, and closed end funds. I also sell put credit spreads -- a bullish strategy. The stocks include mortgage reits and equity closed-end funds that write calls on the S&P 500 (so called buy-write funds). Most of my time is spent with the put credit spreads.
Private sector options day trader. Investments in real property including real estate, gold/silver, and unique rare historic items. Philanthropist and avid investor of my health. Working toward a degree in life. The MBA and Series 7 were not cutting it.
I'm a financial analyst with over a decade of experience (institutional). I'm a value investor by principle, but invest in an unconstrained method (style, direction, and capital structure agnostic). I publish on Seeking Alpha for intellectual exercise, not for profit: any and all observations are for the benefit of Seeking Alpha's readers.
Born 1941 just before the war. Investing and writing options since the early 1960's. Retired, except for managing family money, since age 62. Previously a business consultant around the world, for major international companies.
As some have questioned my accounting posts. I have a degree in Accounting and Finance from UCLA and have worked at several major accounting firms, plus several large corporations.
Self directed investor. I run my own investments via an online brokerage account and have been building retirement savings for many years at a brokerage house. Focused on investing carefully with an eye to total return (including return of principal) and proper asset allocation based on input from the writings of the many knowledgable writers on SA. Pimarily investing in non-taxable retirement accounts and always looking for both value (low PE/G ratio) and how to avoid or offset undue risks. That said, I am open to GARP, Dividend Growth, International, and contrarian investment approaches. Working towards a more concentrated portfolio over time to enhance returns. Some day I may write on SA.
Independent trader for 35 years. Currently day trading options using the "weeklys." The worse experience was trading the FOREX! I still consider myself a student of the market and try to read, research and study about 3- 5 hours per day.
John Cole Scott is Chief Investment Officer at the firm and holds the Series 66 FINRA Licenses. In 2002 he earned the Certified Fund Specialist designation (CFS). For over 15 years John has specialized in closed-end fund/BDC research, analysis and trading.
He has been quoted or interviewed by Bloomberg, SmartMoney, Investment News, The Street, Morningstar, Registered Rep, Reuters, Bond Buyer, Better Investing, USA Today and The Richmond Times Dispatch and published in SR Consultant. He has presented at conferences or events in Atlanta, GA, Charlotte, NC, Boca Raton, FL, Chicago, IL, Denver, CO, Houston, TX, Miami, FL, Minneapolis, MN, Naples, FL, Newark, NJ, Richmond, VA, New York, NY, San Francisco, CA, Tampa, FL and Washington DC including several keynote addresses.
In April 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering the closed-end fund industry currently with 185+ data points per traditional CEF and 115+ per Business Development Companies (BDCs). We launched BDCUniverse.net in August 2015 as the first BDC Research website covering all public BDCs. In November 2008 he founded "The CEF Network" on LinkedIN with 1375+ members.
John is a long time member and current Board Member of The Richmond Association for Business Economics (RABE) and serves on the Investment and Standing Committee for The New York State Society of The Cincinnati. He can be reached via: firstname.lastname@example.org or (804) 288-2482.
I am a busy surgeon with a particular interest in personal finance and investing. My father, a retired financial advisor, taught me discipline and the power of dividends and compound interest. I do not feel it is necessary to employ expensive, self-motivated brokers or managers to invest one's money.
Preserving capital while generating income to reinvest in the market is my goal. As CD's mature I refuse to accept miserable returns form financial institutions. I fail to understand how I do better than most mutual funds I own. I accept that I am not smart enough to make money trading. I look for good companies that pay a decent dividend and also have some immunity to competition. I then buy and hold. I do not believe in rebalancing my portfolio. If I choose well there is no need to do this.