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Steven Bauer
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My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula... More
My blog:
Investing Wisely
  • “Income” Investing - - Seniors, Retirees And Conservative Investors - - Deserve Better Service As Well As Profitable Direction And Guidance 0 comments
    Aug 6, 2013 8:23 AM | about stocks: SPY, QQQ

    "Income" Investing - - Seniors, Retirees and Conservative Investors - - Deserve Better Service as Well as Profitable Direction and Guidance

    This missive is offered in sole support of my series of "Iceberg" Articles. I believe you will find these articles to provide you with very accurate Forecasts and Opinions based on my ongoing Analytics of many Companies and ETFs that are quite suitable for "Income" Investors.

    My "Iceberg" Articles are designed to provide Investors specific support and direction for the profitable management of their portfolios. They are intended to share the fact that PROFITS are always well "Beneath the Surface." My total Analytics, after diving deep and exploring / researching in that (often very cold) realm cannot be fully shared in any Article or Blog. It would require much more than can realistically be absorbed by just about anyone. I do my best to communicate the essence, e.g. - - Is it - or - Will it be more Profitable to - - Hold the Company / ETF in your Portfolio - or - Hold-Cash for a future investment?

    My logo for over 50 years is: "Investing Wisely."

    The following symbols are my favorite "Income" Companies and ETFs. How these Companies / ETFs fit into your Asset Allocation Model is very important. (Here too, I would be please to be of help).

    AAPL, AAON, ABBV, ACAT, ACE, ACET, ACMP, AEE, AET, AFOP, AGO, AIMC, AIN, AIV, ALC, AMJ, AMLP, AMTD, ANAT, ARCP, ATK, AVB, AXS, B, BA, BC, BDN, BDX, BGCP, BHP, BKLN, BMR, BMY, BNCN, BPL, BPT, BWP, BX, CA, CAT, CBOE, CCF, CCIX, CECE, CI, CINF, CLF, CIMT, CLI, CLNY, CLX, CMS, CNI, CNP, CNQ, COLM, COP, COO, CQP, CR, CSCO, CTL, CVC, CVX, CWH, DD, DCM, DLR, DOW, DPS, DRI, DUK, ED, EEP, ELY, EMB, EMLC, ENB, ENS, ENSG, EPD, EQM, ESV, ETE, ETH, ETP, ETR, EWA, EWP, EXC, EXPL, FCX, FE, FFCH, FFIN, FIG, FNB, FNGN, FXCM, GA, GBCI, GCI, GDXJ, GE, GEL, GEO, GHM, GIS, GOV, GRMN, HAS, HCLP, HCI, HCN, HCP, HDNG, HII, HIMX, HIW, HP, HOMB, HPQ, HPT, HRS, HTA, HUM, HYG, IDT, IIIN, IIJI, IMO, IMOS, INQT, INTC, IRM, JNJ, JNK, JPM, LXFR, KKR, KMB, KMI, KMP, KO, KRFT, KUB, LEA, LEG, LLY, LMOS, LMT, LO, LRY, LSE, LUFK, LXK, LXP, MAC, MAT, MCD, MCHP, MDT, MEI, MMLP, MNRO, MO, MOLX, MPR, MPW, MRK, MRVL, MWA, MWE, NEE, NEM, NGLS, NI, NNN, NOAH, NPK, NRGY, NTT, NU, NUE, NUS, NVO, NYCB, O, OFC, OHI, OKE, OII, ORI, PAA, PAYX, PBCT, PBI, PCG, PCL, PCY, PDM, PEG, PFE, PFF, PG, PGX, PHB, PII, POM, PPL, PRIM, PRV, PSA, PSE, PWRD, QCOR, RAI, RBA, RDN, RGC, RGP, RHP, RNR, RPAI, RTN, RWT, RWX, SAFM, SAI, SCG, SCHW, SE, SEP, SILC, SIX, SJR, SNH, SO, SPRD, SRC, SRE, STE, STJ, STX, SWY, SYT, SYY, T, TCCO, TE, TEVA, THO, TMO, TPL, TR, TRI, TROX, TXN, TYPE, TWI, UTMD, UHS, UNH, UVE, UVV, VEU, VGR, VLY, VNO, VWO, VZ, WCRX, WEC, WM, WMB, WOR, WPZ, WDC, WLP, WR, WST, WWW, WYNN, XOM, XTEN, XTXI. (Oh Yes, there are more!)

    It is my strong belief that Investors, who are seeking "Income" (perhaps for Monthly Income) are being short-changed by Mutual Funds and often the Brokerage community. These firms - longer-term performance - does not come close to my minimum and attainable objective. That "Income" objective is a consistent annual return of 10% to 12% or more. Most often more! With over 50 years of Asset-Management experience, I have much confidence that I can continue to serve my "Income" Investors that kind of return with a very low risk / reward threshold.

    Confirming that you have an appropriate and personalized Asset Allocation Model is your first step to consistent annual profits and financial peace of mind. (I can help if you like).

    Guidance as to My Use of the Terms: "Hold" and "Hold-Cash"

    All of my published articles use just two terms for guidance and direction that I would like to explain. A little support and detail never hurts when it comes to managing money wisely. The terms are: HOLD and HOLD-CASH.

    Typically, when I Forecast or offer my Opinion to: HOLD, I am assuming you currently have a position in that Company or ETF. Or -- Perhaps you are just considering it for Buying? I will often say: HOLD, "In anticipation of taking profits." Clearly, that implies that my Analytics does not suggest that there is much more up-side for that particular security. This is particularly so, when it is coupled with my words: "Initial or Strong - Bearish "Warning."

    Typically, when I Forecast or offer my Opinion to: HOLD-CASH, I am assuming you do not have a position in that Company or ETF. HOLDING-CASH is not something Wall Street tends NOT TO recommend. I DO ! When my Clients are "Holding-Cash" they are waiting for me to make new Formal - Buy - Recommendations. That Recommendation will rarely be the same company, I am Forecast - giving my Opinion on! Think about that for a minute or so - - I have a very large Universe of "Income" securities to choose from!

    I do not publicly provide: Buy / Sell recommendations but I will be very specific with guidance and direction via Email.

    Additional Support

    You might want to check out my Personal Blog. I cover a lot of ground each and every day. Just Click - - > http://investingwisely-rotation.blogspot.mx/?spref=tw

    For Guidance / Direction on the above Securities or perhaps your favorites - or - further insight into my "Iceberg" Analytics, feel free to Email me.

    My Email Address: senorstevedrmx@yahoo.com

    Asset Allocation Model

    "Income" is one of three Asset Allocation Models that I use with each of my Clients in the management of their assets. The other two are: "Growth" and "Aggressive Growth."

    As a retired, doctor of Finance & Economics and Certified Financial Planner (NYSEMKT:CFP) - - I have the following criteria for each allocation. Companies or ETFs must have:

    Income: 2% to approx. 6% Dividends with a high probability of Modest Growth. Growth: Superior Growth often with a 2% or less Dividend.

    Aggressive Growth: Pro-Active Growth with typically no Dividend.

    I hope you have a personalized Asset Allocation Model in place for your investment portfolio.

    I try to write several Articles covering these thee Asset Allocation Models every week that are posted in the following list.

    For a Full Listing of my most current Articles - Just Click - - > http://seekingalpha.com/author/steven-bauer/instablog/full index

    Question

    Would you be interested in Professional Guidance and Direction. I have over 50 years of Asset-Management experience with excellent and consistent annual results?

    Smile, Have Fun "Investing Wisely,"

    Dr. Steve

    Stocks: SPY, QQQ
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