just an average joe investor . Change from aggressive growth to growth income so I could pay the bills. But had to still keep one hand towards capital gains . Enjoying reading the posts and comments. Been with SA almost from their start . I have a beer can for a brain so I thank everyone for filling it up with investment ideas and knowledge .
Donald is a young millennial investor with over 15 years of investing experience. Donald (commonly known as DJ) specializes in dividend growth stocks and options trading. His options strategy is used to boost returns in sideways markets and provide protection and profits in economic downturns. DJ provides straight forward technical and fundamental analysis that is easy for both pros and beginners to understand. Follow him for weekly market updates, trading ideas and dividend stock analysis. Home of "The Covered Call DGI Portfolio" founded June 2016 for followers.
I am a value investor. I like to daytrade and ride stocks upward on good news and earnings beats. 2013 had a lot of those, but 2014 - not so much.
I am very new to investing and trading, and got into the market in late 2012 after pretend-investing for a few months, but I have had good luck so far.
I recently decided to try my hand at article writing, as I often leave rather detailed and lengthy comments on other articles. The amount of revisions required to get an article published was a bit discouraging, and did not allow me to mention opportunities in a timely fashion, so now I am back to just commenting.
In 2013, I was the windshield.
Author of Quantitative Investing. Designer of the Global Household Index and the systemic risk score MTS10 (click here to learn more). PhD in computer science, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Investor focused on market-neutral and low risk portfolios, looking for profitable combinations of value and quality factors. Also interested in short volatility trading and excess returns in closed-end-funds.
Dr Jonathan Kinlay is the Head of Quantitative Trading at Systematic Strategies, LLC, a systematic hedge fund that deploys high frequency trading strategies using news-based algorithms.
Dr Kinlay, was the founder and General Partner of the Caissa Capital hedge fund, whose volatility arbitrage strategies were developed by Dr Kinlay’s investment research firm, Investment Analytics. Caissa, which managed $400M in assets, was ranked by FIMAT as the top performing fund in its class in 2004. Dr Kinlay went on to establish the Proteom Capital, whose statistical arbitrage strategies were based on pattern recognition techniques used in DNA sequencing. Dr Kinlay was formerly Global Head of Model Review at the US investment bank Bear Stearns.
Dr Kinlay holds a PhD in economics and has held positions on the faculty at New York University Stern School of Business, Carnegie Mellon and Reading Universities. Dr Kinlay is a regular conference speaker and writer on investment research, hedge fund investing and quantitative finance. Kinlay was a member of England’s chess team that won gold in the World Student Olympiad in Mexico in 1978. He is the son of Fleet Street editor James Kinlay and father of British actress Antonia Kinlay.
Further investment research and strategy ideas can be found in his blog at www.jonathankinlay.com .
Gaudi Schneider is currently a stay-at-home dad with previous exposure to portfolio management and derivatives. Interests include investment strategies and concepts of portfolio construction, as well as back-testing of systematic strategies.
From fast-moving swing trades, to leveraged ETF/ETN and options plays, Top Stock Picks is constantly scanning the markets to identify the highest-potential trades with the lowest downside risk. All this valuable market intel and expert insights are delivered to you in a simple-to-understand and highly-actionable format.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a silent partner for an RIA in Houston, Texas.
The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.
I am the Chief Editor of the REAL INVESTMENT REPORT, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.
I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.
I am the publisher of the Fundamental Trends Investment Letter and have over 20 years of experience as an investment advisor. I've been ranked a top analyst by TipRanks.com for my tracked public performance over the past five years.
You can find my analysis on MarketWatch where I was named Named "The World's Next Great Investing Columnist," here on Seeking Alpha, at TheStreet.com, periodically at Morningstar, Real Clear Markets and numerous other sites. I have also been a featured guest on the "Boomers Rock" radio show, as well as, other programs and have made an appearance on Fox Business.
My background growing up in a middle class working Milwaukee family colors my approach to how I offer financial thoughts. I strive to help people find financial freedom by taking a lower risk value based approach to participating in the most important economic trends. I'm not interested in hype, idle speculation or over-trading.
You can follow me on Twitter @KirkSpano and find Kirk Spano’s Fundamental Trends on Facebook.
Retired (as of June 1, 2016) Physical Chemistry Professor deluded into thinking that a spreadsheet and 24 years worth of historical data are sufficient to devise a winning trading strategy that focuses on volatility ETFs.
My first experience with investing was just prior to the dot com crash. I read up on momentum investing (how do buy) but not when to sell. You can guess how that turned out.
I began developing my current strategies in 2011, based primarily on my own ideas, available data, and self-taught expertise in programming Excel spreadsheets. The strategies have worked well enough for me to retire from my day job eight years ahead of original expectations.
My name is Ted Leach. I'm a 65-year-old investor focused on dividends in a Retirement Income Portfolio. I'm not yet in the distribution phase of retirement. After serving as a pastor for 40 years, I'm in a second career and I have two part-time jobs. As Director of Community & Property Care, I'm part of a management team that oversees 123 residential retirement units in multiple locations for a non-profit organization. I also serve a large congregation as a part-time associate pastor.
I've been a member of the National Association of Investment Clubs (NAIC) since 1982, which now operates as BetterInvesting.org. For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
NAIC's historic "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" concept inspired me to set a goal to create a retirement income portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Here is my current 25-stock portfolio:
- 5 stocks each with a 5.2% target allocation: JNJ, XOM, MSFT, PG, MMM
- 5 stocks each with a 4.4% target allocation: WMT, MRK, IBM, CMI, GPC
- 5 stocks each with a 3.6% target allocation: EMR, SO, WEC, CNP, HCP
- 5 stocks each with a 3.0% target allocation: PEP, T, O, EPD, WPC
- 5 stocks each with a 2.4% target allocation: UNP, NNN, STAG, MAIN, EVA.
Helpful mentors and colleagues include:
- Charles Allmon, former columnist for Better Investing, taught me to look for growth stocks
- Ben Graham's The Intelligent Investor taught me the importance of intrinsic value
- Peter Lynch instilled confidence that the average citizen can win in the stock market
- Louis Rukeyser demonstrated how to ask probing questions about market conditions
- Brad Thomas introduced me to a host of real estate investment trusts
- Bob Wells' analytical discipline keeps me focused on dividend growth
- Lowell Miller's The Single Best Investment helped me focus on quality and safety
- David Van Knapp's holistic style of portfolio building helps me see the big picture
- David Fish and Factoids inspire me to keep digging for data
- Chowder reminds me that each buy is the purchase of a business
- BDC Buzz has helped me sift through business development companies
- Tom Konrad opened my mind to alternative energy investments
- George Fisher is a helpful "lookout" scanning the horizon for utility opportunities
- The Seeking Alpha community--both veterans and young contributors.
Formerly Chief Market Strategist at Capital Ladders Advisory Group LLC. After the sale of certain of CLAG's retail and institutional assets in October 2015, I have commenced my latest venture in the CPG industry which is centered on the development and licensing of consumer and commercial technology. https://www.linkedin.com/profile/view?id=AAIAAA3lJ9IBNi1rhhFzRWElkJl4MpyNuIiHglQ&trk=nav_responsive_tab_profile
CooLinX Integrated Technologies develops technologies for the beverage and CPG industry. We are presently effecting licensing agreements with multi-national brands and co-developing products aimed for mass market consumption.
Being an early pensioner at 46 and travelling in developing countries for possibly the rest of my life I'm looking for a source of income that keeps me going for as long as I favour. Since my starting capital is healthy but not enormous I can only keep doing so if my annual income is big enough right from the start, remains healthy and predictable for the unforeseen future through all kinds of economic climates, and beats the average inflation rate in developing countries; the biggest countries where I'm likely to spend most of my time being the most influential in my calculations.
In my previous life I've been quite successful with options trading but surprisingly much less so with stock picking or even ETF picking. But since market timing and trading are not the kind of thing I want to do for the rest of my life (if possible at all when travelling) I had to look for an alternative. After 2 years of possibly reading thousands of articles about asset allocation and portfolio building I fell in love with the utter simplicity, diversity and results of Harry Browne's 1989 version of the Permanent Portfolio (not the mutual fund, ETF or Craig Rowland versions though) and I learned a lot about bonds, commodities, rebalancing, the power of doing nothing and most important of all: the fact that we absolutely have no clue what will happen and make or break markets in the remote or even near future. However, I had to come to the conclusion that the impressive results (9% per year over a 43 year time span with only 4 down years, a maximum draw of an incredible 4% in 1981 and extremely low volatility) probably wouldn't beat developing world inflation rates in the long run, meaning that I would have to touch principle. Since I have no idea whether I will die tomorrow, at 50, 75 or 100 that doesn't seem to be a clever plan as I would very likely run out of money before I run out of vital breath.
I tried modifying the Permanent Portfolio in various ways to spice up results, the most interesting being changing allocation shares, no rebalancing, replacing a US market fund by individual dividend growth stocks so adding dividends to capital appreciation, replacing individual US long term treasury bonds by individual long term investment grade sovereign emerging market bonds denominated in local currencies, adding other commodities to gold for seasonal trading, and replacing cash by emerging market CDs, again denominated in local currencies to make use of changing exchange rates. But then after some unexpected moves on more than one of these fronts I started thinking how predictable this all would become in the future and whether I really needed these risks. The answer was a firm No. But the exercise had been great.
After discovering SeekingAlpha and getting more and more interested in dividend growth stocks and hedging risks I started thinking about the best way to increase income through dividends for an unusual big part of my portfolio and hedge the income risks very aggressively with just a tiny part of the portfolio. Right now I'm in the phase of identifying the best dividend growth stocks for a kind of Buy & Die portfolio (buying stocks without any intention to sell unless there's an extreme situation, and just harvesting dividends to support my life style). And besides that I'm trying to learn as much as possible about hedging risks, costs and rewards while rethinking the value of the Permanent Portfolio on my life style as buying only once, an annual rebalance action lasting less than an hour and never ever reading about individual companies, ETFs, sectors, markets or even the whole economy for the rest of my life is extremely enticing as well.
The second path I'm following is extremely different although again inspired by the Permanent Portfolio but also by momentum strategies, leverage, asset allocation and hedging outside the momentum portfolio. I want my momentum portfolio ideally to be ever lasting as not to end up rethinking my strategy after every single market dip. Now that I've designed such a portfolio including hedges, et cetera, I invest every month in the 3 best ETFs over a 3 month period that are on my list. So far, so good and if I ever find the time to write and share about the selection process of building a multi asset momentum portfolio layer by layer I would love to do so.
And with that I'm at the biggest mistake I made since deciding to start travelling: I thought time was all I had. Well, that may be true but somehow it's incredibly hard to find!
I was trained in finance, but work in strategy. I invest very infrequently, and balance my portfolio once a year. I buy and hold hold indices and volatility ETFs. I trade a little bit on the side, but that's pure gambling, for fun.
Long Term Dividend oriented Investor. UPDATED 3/17//2016
Holdings: BRK.B, MMM, MKL, DIS, LMT, FCNTX, PSA, ABC, PEP, VEIPX, CHD, CLX, JNJ, SJM, BA, PSX, WFC, ED, VZ, SHW, MPC, WHR, AMGN, ABBV, HII, TTNP (My speculative pick for 2016, invested at $3.05 price point).
Portfolio Rate of Return: Since inception +16.71%, YTD 8.65% current BETA 0.8 , average current annual yield 2.4%, Asset Allocation: 96% Domestic, 2% Foreign, 2% Short term.
2016 Bucket List = Continue adding quarterly to core positions when fairly valued and initate full position in AMGN (done). Possibly Initiate new position in BDX after more research Possibly explore new DGI Housing industry position. - need to educate myself in housing investments in 2016
Four female investors and one Dachshund.
We no longer trade equities. Our interests are in the fields of global water distribution, agriculture, and timberland. We also manage strategies of certain hard assets, predominantly the PGM metals group.
Our names (Heidi, Helga, Clarissa and Desiree) are not our real names.
But Schnitzel the Dachshund's real name is Schnitzel the Dachshund.
I use mostly individual stocks and ETFs but also hold a very small selection of mutual funds.
My personal portfolio has over time moved more towards easy maintenance, decently yielding stocks and ETFs but I can still become excited over a great small cap idea. :) But ideally I want a portfolio that can mostly handle itself for an extended period of time and that I don't have to worry about should something happen that keeps me from attending it regularly. Therefore I subscribe to some kind of core & satellite approach and I currently probably have too much of a satellite and rather want to add to my core.
I try to determine without emotions major turning points and strong trends of major assets that include global indices, equity sector classes, high liquidity stocks, debts & fixed income, commodities and currencies. I apply quantitative & qualitative models exploiting relationships among Debts, FX and Equity combining solid academic education, deep macro knowledge & business experience. The end result to positive total return irrespective of market conditions in the short to medium term.
Here please see what I do http://leopardtrader.com/what-we-do/
Domenick R Fumai
Mr. Fumai most recently was a Senior Portfolio Manager at AIG Investments responsible for a $70bn global corporate bond portfolio. Prior to that, he was a senior credit analyst covering the automotive and industrial sectors.
Previously, he was employed at BNP Paribas as a senior credit analyst following the same industries. His team was voted top research team in global automotive research by Euromoney Magazine and third in Credit Magazine’s investor survey. Mr. Fumai has appeared frequently on Bloomberg TV, Bloomberg Radio, CNN fn, and CNN International. He has also been quoted in the Wall Street Journal, the New York Times and the Financial Times on the automotive sector.
Prior to joining BNP Paribas, he was a senior high yield analyst at UBS covering the steel, metals and mining industries.
Domenick holds an MBA from NYU Stern School of Business and received a BS degree in Public Accounting from Fordham University, where he graduated Summa Cum Laude.
I am a 15 year veteran of the buy-side, with over a decade of experience in Investment Management, at one time overseeing several billion dollars in hedge fund assets for institutional clients. Currently, I advise wealthy families on their investment portfolios as well as trade my own money.
Articles on Seeking Alpha are meant to be a snapshot of my views, but do not necessarily always reflect my portfolio. I also try to write on controversial and contrarian topics.
All money received from Seeking Alpha activities is currently being donated to various charities, including the World Food Program and UNICEF.
I am a 40-something entrepreneur and executive, managing my own portfolio. I have been an Internet entrepreneur, founding and running VC-backed companies. For a little less than ten years I managed several global lines of business as Managing Director for a large management consultancy, where my teams supported primarily senior executives at global 2000 firms. My passion is creating and learning, and I am intensely interested in understanding all aspects of how businesses work, grow, succeed and fail.
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
***The premium subscription portfolio returned 9.3% in less than a year, significantly outperforming major indexes. For a free trial of the paid subscription, please click on the orange "FREE TRIAL" link to learn more. If you would like to receive future free updates on interesting companies, please click the orange "Follow" button on any page showing one of my articles. The "Follow" button is located at the top of the page, next to my profile name and picture. Also, please make sure to learn more about my paid SeekingAlpha Marketplace subscription service and take advantage of the absolutely free trial.***
The subscription portfolio uses several diversification strategies and delivers returns with low correlation to the markets.
Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
David is a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing and implementing actively managed growth and income portfolios using ETFs, CEFs, and mutual funds.
Visit our website for more information or to signup for our weekly email updates.
Follow me on Stocktwits: http://stocktwits.com/fabiancapital