Age 70. Retired completely in 2007, after spending 46 years in teaching, government service and finally church administration. Undergraduate degree in history, master in Education, history, and business administration. Most work experience was as staff analyst for the Office of the Secretary of Defense.
No formal training in finances or security analysis. Been an investor for 50 years, most aggressively since early 1999. Spend considerable amount of time managing and fine tuning our portfolio, which now consists of 25 dividend growth stocks, 13 closed-end funds, 6 ETFs, 2 REITs, 17 other stocks, for a total of 65 positions [down from 102], and 3 corporate bonds.
Don't need retirement income from ...More investments to live, only to splurge and travel, and dote on my children and grandchildren.
No formal training in finances or security analysis. Been an investor for 50 years, most aggressively since early 1999. Spend considerable amount of time managing and fine tuning our portfolio, which now consists of 25 dividend growth stocks, 13 closed-end funds, 6 ETFs, 2 REITs, 17 other stocks, for a total of 65 positions [down from 102], and 3 corporate bonds.
Don't need retirement income from ...More