I am a semi retired Petroleum/drilling Eng. I am Canadian. I have been oversees for several years, making my home wherever I spot my knapsack, mostly it has been in north Italia, hiking and skiing country. At the moment my home base in Kiev, Ukraina.
My goal is to live off growth from my few hard earned savings by investing in equities.
My objectives are:
I am a semi-retired Systems Engineer and Project Manager of Spaceborne Remote Sensing and Weather Instruments which I have been designing building and testing for 37 years. I have worked as a technician, staff engineer, department manager and project technical director for large aerospace companies and well as as an independent contractor and most recently as an employee of a small contracting/consulting company directly supporting NASA, NOAA and NIST projects.
I have a degree in Physics and completed undergraduate coursework in business administration before switching to physics.
I have been self managing my portfolios since late 2008. I have multiple 401Ks, IRAs, a SEP and an after tax brokerage account. These accounts are with Vanguard, Fidelity and Charles Schwab.
I rolled a pension with a 5 year payout period (60 equal installments) into an IRA from Dec 2008 - Nov 2013. The present early 2015 total portfolio value is just over 2 times my total pension rollover amount. My 401K and IRA investments are a mixture of Foreign, Domestic and Bond mutual funds as well as Foreign and Domestic pure growth and dividend growth stocks in accordance with my portfolio "business" plan. My annual dividend income is nearly enough to cover all of our living expenses now. While my dividend income is running about 2 years behind my plan of achieving 80% of my 2008 income by the end of 2014 my average total return is within 1% of the S&P 500 over the past 5 years as of April 2015.
Senior Accountant, Union Central Life Insurance, Cincinnati, Ohio. Graduated from the University of Cincinnati with accounting degree. Successfully completed Level 3 CFA exam.
I am an Investment Adviser Representative with Primerica Advisers. Working on building my managed accounts business as well as growing my team of agents. I have in interest in Macroeconomics with a particular interest in how the changing economic climate affects the financial markets.
In the early 1990s, during the middle of a secular bull market, I began work on "A Modern Approach To Graham and Dodd Investing," that was not particularly suited for the decade of the 1990s, but was ideally suited for the following "Lost Decade" of the 2000s.