I have worked in market research at Proctor and Gamble, and as a systems analyst at AT &T. I have also worked in healthcare, and run a successful internet adventure in addition to being a known indie rock musician. I lost pretty much everything when my business burned 10 plus years ago (underinsured). Illness nearly took me just two years ago, but I am a survivor, and back 100%. During those lean ten years I day traded high risk high dividend stocks and managed to come out with enough to retire. Don't want to do that again. Time to invest for income.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Gary Tanashian is proprietor of NFTRH.com and Biiwii.com. Actionable, hype-free technical, macro economic and sentiment analysis is provided in the premium market report 'Notes From the Rabbit Hole' (http://nftrh.com/nftrh-premium/). Complimentary analysis and commentary is available at the public site (http://nftrh.com), at http://biiwii.com and by email with our free - and spam free - eLetter service (http://nftrh.com/free-eletter/).
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value & dividend investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
As I write, I reflect on my own actions and results, which is an amazing exercise. I encourage individual investors who enjoy writing to try it.
I appreciate the work done by SA staff & authors and love the community that engages in meaningful discussions.
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.
Motto: I invest in undervalued (i.e. cheap) well-established companies trading at a below market multiple.
The companies that I invest in are large stable companies with proven track records. My goal is the highest total return possible with the least amount of risk.
Professional Background: I am a healthcare practitioner with extensive experience in the pharmaceutical sector. I have a passion for investing honed over the past twenty years through various market cycles.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, DE, EMR, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 23 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, SHPG, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Benjamin is the founder of ModernGraham.com, a website devoted to the study and modernization of the teachings of Benjamin Graham. Benjamin graduated cum laude with a J.D. and Certificate in Taxation from DePaul University College of Law, and a B.S. in Finance (Honors) from DePaul University College of Commerce.
Articles posted on Seeking Alpha are a sample of the articles posted on ModernGraham.com. Please visit the website for more ModernGraham content.
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
Matthew Sauer, Esq. is the President and Chief Investment Officer of the Mutual Fund Investor Guide. Each month he publishes the Investor Guide to Fidelity Funds, Investor Guide to Vanguard Funds and ETF Investor Guide. On a weekly basis he publishes the Global Momentum Guide, focusing on sector specific mutual funds and ETFs.
Before launching the Mutual Fund Investor Guide, Matt served as the President and Chief Investment Officer for the Fidelity Independent Adviser family of newsletters. Under his tenure, over 30,000 subscribers followed his investment commentary.
From 2004 to 2013, Matt served as the Chief Operating Officer and Managing Partner of Dion Money Management, an independent wealth adviser that managed over $900 million in assets.
Mr. Sauer earned his Juris Doctor from Albany Law School of Union University, Albany, NY and is a licensed attorney in the State of New York. He received his Master of Business Administration, from the State University of New York at Albany and graduated from Bucknell University, earning his Bachelor of Arts in Political Science and Economics. Having passed the Uniform Investment Adviser Law Examination, Mr. Sauer is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Dale Roberts is an Investment Funds Associate with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Semi-retired consultant residing in beautiful northeast Georgia. Over 40 years of responsible experience in planning, finances and investment management. Primary focus is on portfolio development for retired (or nearly retired) individuals who do not possess great wealth. The Protected Principal Retirement portfolio seeks medium-high yield vehicles, including dividend stocks, REITs, energy MLP's, and Closed-End funds.
Joseph has been an analyst, investor, and student of economic theory; money and banking; and statistical methods for evaluating and implementing risk/reward trading algorithms since 1972. Joseph is also an occasional contributor to financial publications and his essays are frequently cited by other financial websites and publications.
Since the end of the Great Recession, Joseph came to recognize that traditional methodologies for forecasting economic growth and investment asset pricing are no longer of value, and a broader understanding of the post Glass Steagall, financially engineered world that has driven markets and economies since the turn of the century is required today.
He has a good grasp of Shadow Banking, High Frequency Trading, and Dark Pools, and their impact on today’s markets. He has also spent considerable time understanding the new global paradigm of central bank involvement in experimental policy designed to better control economies.
Joseph doesn’t subscribe to a specific school of theory on economics. Rather, his thinking is based on a combination of the Classical School, the Austrian School, and the Keynesian School. He even sees the writings of Karl Marx as particularly instructive.
Joseph is particularly fond of the following quote from Albert Einstein and sees his own work as driven by that same passionate curiosity that Einstein refers to:
“I have no special talents. I am only passionately curious.”
Coming in a close second in terms of favorite quotes that express his views, Joseph embraces Lord Acton’s views expressed here:
“The danger is not that a particular class is unfit to govern.
Every class is unfit to govern."
I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
Value Digger holds MSc. in Electrical Engineering, speaks four languages (English, French, Greek, German) and has lived in the U.S. for many years. Also, he is a full-time investor and a freelance writer with one of the highest Followers per Article (F/A) rates in Seeking Alpha. His F/A rate in Seeking Alpha is above 30.
After creating "Nathan's Bulletin" (a subscription-based investment guide for investors who can't afford a financial advisor), Value Digger launched a subscription-based Premium Service in Seeking Alpha entitled "A Fundamental Investor's Stock Club" which includes an unparalleled, actively-managed and high-return Portfolio of unknown and/or underfollowed stocks. Regularly updated and detailed lists in his Premium Posts PROVE these high returns. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 50%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends.
When it comes to his publicly-available picks and his free Seeking Alpha articles, Value Digger is ranked in the TOP-50 with a success rate of over 80%, an average return per recommendation of over 30% and a 5-star rating according to TipRanks.com, which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks 9,000 financial experts worldwide.
After almost 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
Zach Scheidt is the editor of Lifetime Income Report and Income on Demand — investment advisories dedicated to finding Wall Street’s best yields. He brings to the table impeccable investment management experience and a solid record of identifying oversized payout opportunities.
Zach previously edited Income & Dividend Report, which was also dedicated to finding great stocks paying high dividends, and Accelerated Income, an advisory that focused on earning income using covered calls.
He started his career as a cost accountant for SunTrust bank, before he left for a more exciting career as an analyst for an Atlanta-based investment advisory. The company catered to wealthy clients with a minimum account balance of $1 million. It also ran two hedge funds with combined assets above $100 million. Zach was personally responsible for $20 million of the firm’s money, as well as $20 million in individual client accounts.
Zach graduated with honors from Lee University, a small private university in Cleveland, Tennessee. Upon entering the investment business, Zachary simultaneously worked full-time as an analyst and portfolio manager, and earned his MBA at Georgia State University.
When he is not scouring Wall Street for ultra-high dividends, Zach enjoys running and spending time with his wife and seven children.
I was a public school teacher, industrial arts and building trades for 10 years. My wife and I taught on Truk Atoll for three years, the old Japanese "Gilbraltar of the Pacific" in WWII. We then moved to Guam where I taught for 6 more years before starting my own construction company. I retired and returned to the states 25 years ago. I have been a stock investor for nearly 60 years, mostly commodity related stocks and I invested in residential rental properties in the central Fla. area from 1987 through 2005.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 19-year old daughter, Wei Elizabeth Gordon.
Think B.I.G., by Bespoke Investment Group, provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)
Doug Eberhardt is a 30 year investment professional offering his analysis on 46 ETFs 5 days a week providing buy and sell recommendations. He is the author of the soon to be released book "Illusions of Wealth" that offers a fresh look on how investors can profit. He has written the book "Buy Gold and Silver Safely" and is a broker/dealer selling gold and silver coins and bars at 1% over wholesale cost to investors who are looking for "real wealth" diversification and protection from currency depreciation.
I am an American trader and a Vanderbilt University alumnus currently living in San Francisco. I'm mostly interested in income investing using dividends, preferred stocks and other debt instruments, and pair trading.
I fundamentally analyze every business from the top down.
In my personal life, I have a strong Jewish faith and enjoy playing Scrabble and entrepreneurship.