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Director at a Fortune 25 company until a major downsizing. With decent financial skills and the gift of time, I took a break from corporate life, stopped paying for "expert" investment advice (and fees unrelated to performance), and educated myself to self-direct our retirement portfolio.

The goal: to live off (reliable and growing) portfolio income and spouse's Social Security. I'm not yet eligible for SS, and we have no pensions. But we contributed faithfully to 401(k) plans, now in rollover IRA's, and contributed after-tax funds to a brokerage account.

As of July 2015: 90% equities (>90% investment grade), 3% bonds, 7% cash. Style is primarily Dividend Growth Investing (with a balanced ...More
  • Description: Retiree. Trading frequency: Monthly
  • Interests: Developed International Markets, Dividend stock ideas & income, Energy stocks, REITs, Retirement savings, Stocks - long
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