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I have been a private investor for about 8 years after retiring from a 34-year career with Kentucky State Government. I tend to invest in low-debt, globally exposed companies with good growth potential that pay dividends.
I am 71 years old and have owned several manufacturing and retail businesses since I was 23. My current business is in it's 35th year.
My first stock was 10 shares of Xerox given to me by my grandfather as a birthday present when I was 12. I really became involved in the market in the mid '60's and have been a self-directed investor since the early '80's. My wife and I have 2 IRA's, a Roth and a taxable account. I also advise and manage accounts for some family members and friends.
My current goal is building dividend income for retirement, which is still a couple of years off.
I am a conservative, long term, dividend growth investor, not a trader. When I get a stock I like, I will stick with it, as long as the fundamentals have not changed. Some have been held for 30+ years. I usually drip all dividends. I like quality, best of breed stocks that pay at least 3.5-4% or more with dividend growth of at least 8% for the last 5 years, at the time of purchase.
Examples would be mo and pm which are core holdings and are my 2nd and 3rd largest positions.
There is also a small section of my portfolio that I use to add a little growth, v and patk would be examples.
Holdings include: aapl cvx cys d dmo eto f fbiox ffc fnmix fselx fsphx ftr ibm jpc kkr kmi main mcc men mic mmp mo myd ne newm nrk nrz o ohi patk pdi pff pflt pfxf phk pm pmt pnnt psx rai sna snr so t tcrd tpz utg vgr v wfc wpz
Owner of small B2B company. Provide wayfinding signage to large corporations, healthcare, educational organizations and government. Over thirty years business experience in healthcare and wayfinding. BA from Michigan State University and masters from St. Louis University. Currently CFO and chairman of Franchise Advisory Commitee