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.
Richard Turnill, Managing Director, is Global Chief Investment Strategist for BlackRock, leading the Investment Strategy Function within the BlackRock Investment Institute (BII). He is responsible for ensuring we create, coordinate and communicate value added market and investment insights and deliver them consistently to our clients and client facing professionals. Prior to his current role he was Chief Investment Strategist for the Alpha Strategies Group, responsible for developing strategic plans around the Alpha Strategies product range and the positioning of Alpha Strategies products both internally and externally. He has also served as Head of the Global Equity team within the Fundamental Active Equity division of BlackRock's Portfolio Management Group. He was responsible for leading the team which manages large cap global equity portfolios.
Mr. Turnill's service with the firm dates back to 1996, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he led the global equity team and was responsible for overseeing all aspects of the investment process. Earlier, Mr. Turnill was a group economist in MLIM's Central Strategy Group, head of MLIM's asset allocation and economics team, and was the Chief Investment Officer for the Merrill Lynch Global Private Client discretionary business in EMEA Pacific. Prior to joining MLIM in 1996, Mr. Turnill worked in the international division of the Bank of England as an economic advisor and the global economics team of Paribas Capital Markets in London. Mr. Turnill earned an MA degree in economics from Cambridge University in 1991.
Asia/U.S. Deep-Value Wide-Moat Stocks is a research service for value investors seeking value stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high quality businesses, hidden champions and wide moat compounders).
Those who believe that the pendulum will move in one direction forever—or reside at an extreme forever— eventually will lose huge sums. Those who understand the pendulum's behavior can benefit enormously. ~ Howard Marks
Investment ideas for Asia/U.S. Deep-Value Wide-Moat Stocks are generated from screens, insider trades, 13Fs, fund manager letters, analyst reports, blogs and forums. The initial ideas sourced are subsequently evaluated using The Cheapness-Safety-Quality (CSQ) framework, applying customized investment checklists to ask the right questions of the investments in question, along the dimension of cheapness, safety and quality. Asia/U.S. Deep-Value Wide-Moat Stocks' value investing philosophy borrows from the wisdom of value investing gurus, using both quantitative screens and qualitative inputs to filter the global stock markets for investment ideas.
Value investor focused on micro-caps.
I write for CompleteBankData and am also a
Passively looking for a job on the buyside.
Always looking for more opportunities and to grow my professional network. Feel free to message me anytime.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation
At S&P Dow Jones Indices, our role can be described in one word: essential. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world; with over 1,000,000 indices, S&P Dow Jones Indices defines the way people measure and trade the markets. We provide essential intelligence that helps investors identify and capitalize on global opportunities.
S&P Dow Jones Indices is a division of S&P Global, which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spdji.com.
Ensemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco. We provide families both traditional investment management and a unique, specialized approach to advancing their philanthropic interests. We offer customized portfolio management services and unparalleled client service. Our goal is to help our clients enhance both their wealth and their peace of mind.
Evan Powers, CFP® writes about personal finance, investing, and retirement planning for myFinancialAnswers and Seeking Alpha. A Harvard graduate with an MBA from the University of Virginia's Darden School of Business, Evan spent a decade as an active derivatives trader and fund manager before making a shift into comprehensive financial planning. He is a Senior Advisor with Cypress Financial Planning, LLC, and he enjoys working with clients out of the firm's Charlottesville, Virginia office.
Individual Investor. Here to brainstorm ideas with like minded individuals and learn from experienced and accomplished thinkers & traders.
Specific interest are in Tactical Asset Allocation methods which produce higher returns at lower risk than the overall market over extended period of time. In other words high Sharpe Ratio strategies are what I develop and test as well as read about.
Just an old farm boy who bought his first stock in 1970. Been a student of the markets and investing ever since. Over the years I have owned and managed several businesses before retiring for health reasons three years ago. MS from the University of Akron.
Oisin Breen: The interplay of systems has long been a fascination of mine, from the way in which all seemingly discreet entities are in fact involved in a continuing dialogue, to the real world impact of this reality. No event is without ramifications, and it is up to us whether we choose to understand this fact, analyse it, profit from it, or be overwhelmed by it. The latter, of course, is not an option, profit however is.
I began my working career in the field of management in the marketing sector, running sales teams, setting targets, and training, and, while it surprised me at the time, what really pulled me in was analysis. Even with a team of completely different personalities, from the first moment they meet, there is a constant dynamic process of interaction, out of which the whole, the team, emerges, and understanding what this dynamic is, and finding the moments in which it exists, is what led me to continuously advance.
Since then I have worked a series of jobs, I have been a teacher, I undertook an MA in Literature, I have been a writer, and a fundraising manager in the North of Britain. I have also undertaken consultancy work in the same sector with regard to staff training, development, and compliance. Now, while doing an MSc in which my dissertation topic will be the relationship between narrative and system's theory, I remain a teacher, a writer, and have a keen interest in the global economy, its systems, and its narrative. My research interests include systems theory, emergence, philosophical linguistics, narratology, and dynamic growth. Additionally, I have long had a significant interest in the broader macroeconomic developments of the financial world and am especially interested in identifying overall trends, and their underlying causes. Indeed, I've heard it said that every trade tells a story, and as a literary researcher involved in the interaction of dynamic systems, my analysis is focused on broad trends and their relationship to the day's events.
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Our mission is to help you identify exceptional investment opportunities while avoiding the high costs and conflicts of interest that are prevalent throughout the industry. We offer additional free reports and a premium research service at BlueHarbinger.com. If you are ever in the Naperville, IL, USA area, our founder (Mark D. Hines) is happy to meet you at a local coffeehouse to talk about investments. Please feel free to get in touch.
I am investing through my 401k, and now invest primarily in individual securities. I am a Pension Actuary by trade. I consult with large companies and help them manage their risks involved with their retirement plans. My work focuses mostly on the liability side of the pension plans, but I have limited experience with respect to their pension investment strategies. I enjoy the analysis of individual companies, and I consider myself a value leaning investor, but pay attention to growth at a reasonable price. I plan to hold most of my investments for a long time, or at least until someone offers me a price I can't refuse.
Long WFC, VZ, CSCO, IBM, WMT, ESRX, PRGO, HP, NOV, DE, F, AFL, USB, LYG, VER, OHI, RSXJ, SCIF, CBD, CAZZ, SNI, CFX, FMC, HFC, AIRM, NDLS, FRGI, ICLR, GNTX, IOSP, RHI, VRX, RCKY, SGMA, SORL, APWC, AEY, IOT, TAIT, DSWL, WILC, EVK
I work for a small long/short, value-oriented investment partnership. On the long side, we prefer to invest in high quality businesses that possess discernible competitive moats, which operate in industries with reliable, growing end markets. For short positions, we generally look for companies that operate in highly competitive markets with low barriers to entry. We also specialize in "special situation" shorts, which may include circumstances where we believe a company's management team has misled investors about business prospects or where the market has misread certain corporate developments.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
I like to take a long-term approach, and have a bias to quality stocks. Love finding and writing about wide moat underlying businesses, with some general investing strategy thrown in too. I also blog about stocks and general long term investing ideas which you can check out below:
On this page, Wells Fargo Asset Management’s portfolio managers, investment strategists, and other experts share their insights on global markets, economic events, and investing ideas to help investors reach their financial goals. For more insights, visit our blog, AdvantageVoice®, and follow @WFAssetMgmt on Twitter. Investment professionals can visit our website at www.wellsfargofunds.com/ip
I'm an individual investor who has been investing for over 20 years. I am semi-retired and focused on creating a portfolio that will return enough to meet my needs with as little risk as possible.
Hello! Welcome to our corner of the internet. Here at Alerian, we love MLPs and energy infrastructure. As an indexing company, we exclusively follow these asset classes all day, every day. They are our bread and butter, our peanut butter and jelly, our ham and eggs. We’re kind of dorks about it.
Here’s what to expect:
As an indexing firm, you can expect objectivity. As employees, we are prohibited from owning individual MLPs; any skin we have in the game is related to the asset class itself.
You can expect transparency. We think that’s one of the only ways to run an index with integrity. We are also citizens of the modern world and value transparency over secrecy. Primarily, though, we’re interested in giving you the tools to make your own decisions. We trust that you’re smart and willing to put in some work to understand MLPs and energy infrastructure. Whenever possible, we’ll walk you through the process and spell out the facts we used to draw our conclusions, so that you are free to draw different ones.
We’re stat nerds, too. So you can expect us to wax poetic about data. We’re no longer embarrassed about all those years in math club. In fact, those years of being decidedly uncool have helped us explain the things we love about statistics in ways everyone can understand.
You won’t find stock tips here. We’ll talk about interesting developments and trends in energy, let you know how MLPs are exposed, and acknowledge the risks. In the end, your decisions are yours.
You won’t find breaking news here. Instead, we’ll focus more on long-form journalism—the kind of writing that takes time to research and analyze. We’ll talk to industry experts, see what they have to say, and pass that along to you. We’ll attend analyst days, read 100-page government reports, track any relevant bills in Congress, build models, and draw diagrams. Whatever we find fascinating, intriguing, challenging, or just plain amusing, we’ll pass that along, too.
Ask us questions. Our contributors have dramatically varied backgrounds and passions: engineering, physics, international studies, and communications undergraduate degrees along with some postgraduate alphabet soup (CFA, CPA, MPA, and MSA). We like to come at it from all angles.
At the end of the day, everything we do here will be driven by our vision: to equip investors to make informed decisions about MLPs and energy infrastructure. That’s it. That’s all. That’s everything.
Alerian equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Its benchmarks, including the flagship Alerian MLP Index (AMZ), are widely used by industry executives, investment professionals, research analysts, and national media to analyze relative performance. Over $14 billion is directly tied to the Alerian Index Series through exchange-traded products, delta one notes, and separately managed accounts. For more information, including index values, yields, constituents, and announcements regarding rebalancings, please visit www.alerian.com.
Professionally, I have done a bit of everything in my long life, from playing rock and roll, to developing software, and running a successful entrepreneurial business. But I am best known as a writer of bestselling books about business and health. I write under a pseudonym here on Seeking Alpha because that way I know readers will evaluate my work strictly on the basis of what I actually said rather than who I am.
A young individual investor from Europe with a focus on building a dividend growth-oriented portfolio to achieve financial independence within the next two decades. I write primarily about US and European dividend stocks.
Began investing with $20,000 from a cash-out rate-and-terms refinance on our house a long time ago, when there was nothing special about cash-out refi's. This stake plus standard deposits to IRA and 401(k) grew over the next 12 years into a sum sufficient to retire early at 58, with the standard 4% SWR withdrawals amounting to slightly above the pre-retirement paycheck income.
Simply Safe Dividends helps conservative dividend investors increase current income, make better investment decisions, and avoid risk. Brian Bollinger, CPA, runs Simply Safe Dividends and previously worked as an equity research analyst at a multibillion-dollar investment firm.
Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
TheBaron Investing is a long-only writer for Seeking Alpha with a focus on financial institutions, private equity firms, Real-Estate Investment Trusts and other companies/fields of interest. Published articles are intended to give readers a thorough understanding of the analyzed company, and bring investor attention to little-known companies with upcoming catalysts, or under-appreciated operational excellence, that allows purchases within a margin of safety.
Articles are intended to raise awareness of quality companies, and are for investor interest only. For actual investment advice, please consult a qualified financial adviser. TheBaron Investing strongly recommends diversified, ETF-focused investing for the majority of retail investors.
Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.
Our investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. We deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts.
Research Affiliates was founded in 2002 and is based in Newport Beach, California.
Our Mission Research Affiliates is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors.
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I am an electrical engineer finishing up my career and trying to prepare for retirement. I have concentrated on ETF investing and rotation strategies for the last several years. I have recently discovered and starting learning about Dividend Growth Investing. I expect my Seeking Alpha participation and a few articles to focus on DGI approaches, and retirement issues.