Led by a Certified Public Accountant and Registered Investment Advisor with an MBA Finance concentration, ValueInvestorsPortal adheres to an accounting-driven, value-oriented investing philosophy. We share Benjamin Graham's and David Dodd's philosophy that the better the bargain, the lower the risk. We believe following this way of thinking provides high yields and low risk. In addition, we follow Warren Buffett's approach to focus within our circle of competence. This discipline is important to us because investing is highly competitive, where misallocation of capital is seldom forgiven.
Individual investor - Primarily dividend income and dividend growth. I dabble with Covered Calls and Cash Covered Puts for added income.
I have been dabbling in the stockmarket since the 80s but started working hard on building my retirement portfolio about 2010 (I retired in 2015 at age 66) and morphed into mostly dividend growth Investments with some REITs and MLPs for high yields and the tax benefits of MLPs. I am very overweight in Energy stocks from my 401K and because it is the industry I knew, but I am working on minimizing this concentration.
My current retirement portfolio is comprised of the following 35 stocks: BASFY, BNS, CAG, CAT, COP, DOW, DPM, EMR, EPD, ETN, EV, F, GE, GIS, JNJ, KHC, KMB, KMI-PA, LEG, LXP, LYB, NSH, OHI, OKS, OLP, OXY, PAA, PG, PSX, RDS-B, STAG, SUN, UL, WFC, WPC