Retired investor, ex-Navy, ex-Big Oil, ex-French manufacturer.
My interest in investing came from both my grandfather/father and my boss at work. When my grandfather retired in the late 50's he spent his days either with some cronies watching the tape at the local ML office, fishing, or tending his flower shrubs. I didn't know what he was investing in until after he died which is normal as I was still in school and more interested in school than my future life. My grandmother started talking about the different companies and what was happening to them (buyouts, spinoffs, etc.). Then when she died and my mother inherited the portfolio I saw that it consisted of first quality dividend paying stocks. Until my mother's death the process continued without any significant purchases or sales -- nor any dividend reinvestments. The money was accumulated and invested in good mutual funds my dad liked.
My dad was a doctor and knew nothing about investing but a kind patient ( a crony of my grandfather) bought some stock for him in the late 50's with the comment "pay me when you can or give them back to me at anytime". He repaid him. The patient did this again about 2 years later. Same result. This small investment in a Louisiana land and oil and gas company (which no longer exists) paid for a new house and our educations, etc. My dad then started investing in mutual funds and dividend reinvesting. He loved Magellan and the Neuberger funds. He had them until his death.
My boss got me interested in AAII then when I moved to the home office I joined a small local investment club. Eventually I kept the club "sheet" -- the monthly tally of investments with relevant information (yield, gains/losses, tracking against the 500, etc.) . It was complex but fun. I stayed with that club even after moving away and kept their sheet too for almost 20 years. I joined a new club and repeated the process.
Now, I don't have any club but I continue to discuss stocks with friends.
The "dot com bubble" really crushed me and turned me into a DGI.
Now I have about half in stocks (COP, CVX, KMI) and half in funds/ETFs (Health Care, Small Cap, Medium Cap, Energy, Primecap, VNQ, VDC -- all Vanguard).
I want the portfolio to act as it did for my grandfather and mother. Hence, I am trying to educate our daughter in how this works. She's not investment savy but she is extremely smart and a quick learner in medicine so the process won't be too difficult.
Seminal reading: Atlas Shrugged, The Fountainhead, Think & Grow Rich, The Bible
I've held a lifelong interest in individual investing, personal finance and retirement planning. I'm an attorney who is transitioning to a career as a Certified Financial Planner. I am continually seeking to improve my knowledge with respect to estate planning, retirement planning, taxation, investing and finance; this is a lifetime journey.
I very much enjoy reading articles and comments from the members of the Seeking Alpha community; I think that there are many interesting perspectives shared here, and even some pearls of wisdom dropped, on occasion!
Sites that I read for retirement planning and investing info -- Forbes, the Wall Street Journal, Barron's, Fox Business, Businessweek, the Motley Fool.
Dividends - Core:
DOW / CE / O / MO / OHI
Speculative - Growth:
GLUU / MATR / JAKK / RMTI
(as of 09/11/14)
Main goal; not waiting for retirement, live now with the benefits you earned and share it with loved ones.
I try to carefully trade weekly & monthly stock options with expertise in mining companies & traditional manufacturers. Speak & write fluent Portuguese and speak good Spanish. Resided twice in Brazil and once on Guam Island. Employed at the same large foreign-owned Distribution Center the past 15 years & completely 100% Pro-NAFTA. Smart individual investing is the preferred solution to improving one's economic future, as opposed to vast & vague government handouts. Seeking Alpha is the #1 best financial blog because of honest opinions & superb organization.
I am a busy surgeon with a particular interest in personal finance and investing. My father, a retired financial advisor, taught me discipline and the power of dividends and compound interest. I do not feel it is necessary to employ expensive, self-motivated brokers or managers to invest one's money.
Very interested in dividend growth investing (DGI) and building wealth for the future. I'm always open to new ideas, send me a message if you wanna chat about stocks or what not.
Taxable Account - AAPL, ABBV, ABT, F, GE, KO, PG, PSX, VZ
Roth IRA - CELG, CVX, DIS, GILD, JNJ, O, PEP, V
Retired (70+ and not counting) mathematician and computer scientist who is now in the distribution phase. I began investing real money in late 2014 building my portfolio as the market allowed.. Thanks to all my teachers out there in SA Land. Comments on the portfolio are appreciated. My Income Portfolio (Mar 2016) is shown below.
My goal is a portfolio Yield of =>3,5% with a Total Return of =>6%. Today the YoC=4.6%, Total Return=8.2%.
BCE BCE Inc. Communication
FTR Frontier Communications Communication
T AT&T Inc. Communication
VZ Verizon Communications Communication
MCD McDonald's Corp. Consumer Cyclical
TIME Time Inc. Consumer Cyclical
TUP Tupperware Brands Corp. Consumer Cyclical
AMNF Armanino Foods of Distinction Inc. Consumer Defense
KO Coca-Cola Company Consumer Defense
MO Altria Group Inc. Consumer Defense
PG Procter & Gamble Co. Consumer Defense
PM Philip Morris International Consumer Defense
TGT Target Corp. Consumer Defense
UL Unilever Consumer Defense
COP ConocoPhillips Energy
CVX Chevron Corp. Energy
ESV Ensco Energy
HP Helmerich & Payne Inc. Energy
KMI Kinder Morgan Inc. Energy
LNCO LINN Company Energy
XOM ExxonMobil Corp. Energy
XEL Xel Energy Energy
BNS Bank of Nova Scotia Financial Services
FSC First Street Capital Financial Services
HTGC Hercules Technology Growth Cap Financial Services
MA MasterCard Financial Services
MAIN Main Street Capital Corp. Financial Services
PSEC Prospect Capital Financial Services
TCAP Triangle Capital Corp. Financial Services
TMP Tompkins Financial Corp. Financial Services
JNJ Johnson & Johnson Health Care
PFE Pfizer Inc. Health Care
GILD Gilead Sciences Health Care
EMR Emerson Electric Industrials
GE General Electric Co. Industrials
UPS United Parcel Service Industrials
CMI Cummins Industrials
BBL BHP Billiton plc Materials
AWSHX America Funds Mutual Fund
DNP DNP Select Income Fund Mutual Fund
SCHD US Dividend Equities Mutual Fund
ETO Eaton Vance Mutual Fund
WPC W.P. Carey Inc. REIT's
CCP Care Capital Properties REIT's
DLR Digital Reality Trust REIT's
HCP HCP Inc. REIT's
NLY Annaly Capitam Management REIT's
O Realty Income Corp. REIT's
OHI Omega Healthcare Investors REIT's
STAG Utility-Electric REIT's
UTX United Technologies Industrials
VTR Ventas Inc. REIT's
STWD Starwood Properties Trust REIT's
LTC LTC Properties REIT's
RDS/B Royal Dutch Shell Energy
AAPL Apple Technology
IBM IBM Technology
MSFT Microsoft Corp. Technology
CNP CenterPoint Energy Utilities
ED Consolidated Edison Utilities
SCG SCANA Corp. Utilities
SO Southern Company Utilities
WEC WEC Energy Group Utilities