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.
Mike Scrive: Louis Pasteur famously said that “Fortune favors the prepared mind”.
How true! Although I originally intend to be fitted with a degree in electrical engineering, I had, as they say, ‘a moment of clarity’ and realized that mathematics was my ‘forte’. I was awarded a B.A. from the City College of the City University of New York in June of 1981.
Getting through college on one’s own, in New York City no less, presents a multitude of challenges. Thus, I cobbled together a multitude of jobs: selling children’s books, commercial real estate research, recruiting nurses for a temp nursing service, and the inevitable and occasional ‘final exam tutoring help’.
The recession of 1981 side tracked me but fortunately I was prepared. It just the beginning of the digital revolution, and opportunities were abundant for (ironically) electronics technicians. That’s where the money was and I was well prepared to learn. Hence, it was back to the books.
The skills I learned as a technician eventually lead me to the early internet (bulletin board system) and the early on line brokers and have since made a lifetime study of macroeconomics, investment vehicles and trading. In particular, equity and index options, theories and strategies. I did it the ‘hard way’, with my own capital my own confidence.
So here I am today, happily (early) retired with a lot of really good and useful information to share. I hope I may convey my life lessons, as well as the accumulate knowledge I’ve picked up along the way.
Blue Harbinger is an independent investment research and consulting company. To view all of our research reports and investment strategies, please visit BlueHarbinger.com. Our focus in on value investing, income securities, capital appreciation, blue chips, and smart beta strategies.
We are headquartered in Naperville, Illinois, and our mission is to help you identify exceptional opportunities while avoiding the high costs and conflicts of interest that are prevalent throughout the industry.
Blue Harbinger was founded by Mark D. Hines after a 15-year career in the financial services industry. Hines previously managed an $11 billion equity investment program at Wespath Investment Management, and also was a portfolio manager on the active equities team at Northern Trust Global Investments. Mr. Hines holds a BS in Finance from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago.
On the personal side, Mark lives in Naperville, Illinois, USA. If you're ever in the area, he is happy to meet you at a local coffeehouse to talk about investments and/or trading. 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, SLW, DE, F, AFL, USB, VER, HCP, OHI, RSXJ, CBD, CAZZ, SNI, CFX, FMC, HFC, AIRM, NDLS, FRGI, ICLR, GNTX, and IOSP
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, with the latter one being my main focus at the moment.
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 dividend investors increase current income, make better investment decisions, avoid risk, and grow their wealth faster.
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 strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products.
The firm is built on a strong research base, led by Rob Arnott, Jason Hsu, and Chris Brightman. We deliver solutions in partnership with some of the world's leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts.
Research Affiliates was founded in 2002 and is based in Newport Beach, California.
Research Affiliates is committed to being the preeminent source of insights and products that transform the global investment community for the benefit of investors.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
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.
Owner and Editor of Artemis.bm the leading website on catastrophe bonds, insurance linked securities, reinsurance linked investments and risk transfer.
Tracking the catastrophe bond market and the development of insurance-linked securities and collateralized reinsurance since 1996.
An anonymous contributor who would like to share some of his views. My choice for the pseudonym "Junius" has been inspired by the British political writer in the 18th century who wrote a series of letters promoting individual freedom and liberty; and whose identity has been a source of mystery ever since.
My background is in economics and I always look at how macroeconomic fundamentals affect a given company.
I have an interest in value growth stocks, and options trading. In particular, I enjoy looking at foreign stocks. Although I trade mainly stocks and stock derivatives, I do sometimes trade other financial instruments whenever I believe an opportunity arises.
I've traded options and futures for about five years. I also consult for determining strategic and tactical allocations for a variety of investors, and have done so for six years through my company, Radiant Financial Solutions. It is far more common for me to invest using ETFs, closed end or open end mutual funds rather than dealing in individual securities. My credentials include CFA, Master in Financial Engineering as well as Applied Economics from University of Michigan, Ann Arbor. I currently live with my wife and two kids in Scottsdale, Arizona. We enjoy hiking, travel, cooking, and hockey.
Spent my career creating and commercializing semiconductor technologies for the convergence of wireless, mobility and consumer electronics in engineering, marketing and executive roles. Ironically, I tend to stay away from my career market as an investor, tending towards momentum stocks and now trying to increase my understanding of the use of options in this group.
Founder of Disruptive Tech Research – a technology research and advisory firm serving the investment management community.
We provide registered investment professionals and qualified firms with independent, targeted research to support the generation of investment ideas.
We focus on patent-filing activity to identify the most promising disruptive technology trends early. Then, we employ an original, bottom-up fundamental research approach to uncover micro- and small-cap ideas that are underfollowed, underappreciated and undervalued.
Our mission is to provide clients with differentiated, actionable and thorough fundamental research at a cost effective price.
We’re 100% independent. That means absolutely no pay-to-play arrangements, no hidden agendas and no hype. Just solid research. And yes, we eat our own cooking.
I started my investment career at Morgan Stanley, where I helped direct over $1 billion in in institutional capital. After growing bored with the monotony of asset allocation studies, investment policy statements, manager searches and evaluations, and Retirement Plan Service Provider RFPs (among other things), I left and co-founded Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers.
In 2014, I founded Disruptive Tech Research to pursue my investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies.
I have been fortunate to appear regularly on CNBC’s Closing Bell, as well as be mentioned in other media outlets, including in The Wall Street Journal, The New York Times, Morningstar and MarketWatch. I earned my MBA from the Crummer Graduate School of Business at Rollins College, which is also where I met my beautiful wife.
Pro Deo, Pro Familia, Pro Patria
The Shareholder Forum supports investor interests in the realization of long term intrinsic value. Established initially in 1999 as a project of the New York Society of Security Analysts to address corporate control situations with Gary Lutin serving as a guest chairman, the Forum has been privately managed with Mr. Lutin's support since 2001. Its public programs have developed marketplace standards for investor access to decision-making information and pioneered the practices adopted by current activists. The Forum is recognized for its advocacy of investor interests in long term enterprise value, including in its support of marketable "Appraised Value Rights (AVR)" that provide shareholders a practical means of realizing independently appraised intrinsic value as an alternative to an offered buyout price.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
I am publishing Instablogs focusing only on six general topics.
1. Regional Banks Basket Strategy
2. Equity REIT Basket Strategy
3. Healthcare Basket Strategy
4. CEF Portfolio Basket Strategy
5. Bonds and Equity Preferred Stock Basket Strategy
6. Portfolio positioning and management
I am not receiving compensation from SA or anyone else for my Instablogs and articles published at SeekingAlpha. I have never received any compensation for the posts published at my blog website. I am simply passing on what I have learned as an investor over 4+ decades free of charge.
In all of my 2000+ posts since early October 2008, the primary purpose was to provide a framework for rational and fact based investment decision making that will hopefully reduce the number of errors made.
My most basic investment strategy is to focus on income generating securities and then to invest the cash flow into more of the same, creating a compounding impact over a long period of time. I will invest in securities throughout the capital structure on a worldwide basis.
I am now and have always been a cautious total return investor (income + capital appreciation).
A focus on income generation simply means that income generation through interest or dividend payments is an important part of my total return objective.
I am no longer in an asset accumulation mode. Capital preservation is more important than capital appreciation.
Income generation is only one aspect of an objective evaluation of potential rewards balanced against potential risks.
After several decades of "turtle" investing, which sometimes requires me to pull my head back into the shell and to cease foraging in stock land (e.g. 1999), I am now admittedly absurdly diversified due largely to one of my risk management techniques that limits my monetary exposure to the securities of a single company.
My monetary exposure is largely dictated by a balancing of potential risks and rewards taking into consideration income generation and potential for capital appreciation.
As a risk control trading technique and in furtherance of my capital preservation emphasis, I will frequently use the natural volatility of a security to gradually build up a position, selling the highest cost shares on price spikes and buying back those shares when the purchase is lower than my average cost per share usually by more than 5%. The general idea is to lower my average cost per share over time with tax efficient share dispositions, thereby increasing my dividend yield for the remaining shares.
I have also been a practitioner of dynamic or tactical asset allocation that will be driven by my big picture views, including my Vix Asset Allocation Model, as well as my opinions about the relative risks and opportunities of various asset classes.
I was born in 1951, and started to invest in stocks when I was 16. I am not a financial advisor, but simply an individual investor who has been managing my own money for my adult life starting when I was a teenager. All of my brokerage accounts are cash accounts. I have never bought stock on margin. I have not added money to any of these accounts since 1984 and have used those accounts to fund my annual IRA contributions.
I started my web site, Stocks & Politics, in October 2008 to do whatever I can to help individuals become better investors, which requires a lot of hard work and effort. After over 2000+ blogs, mostly long ones, I came to a realization that my time consuming and laborious efforts have been mostly futile and have been rewarded at best with faint praise. I will no longer be posting there.
I would still emphasize that it is important for individuals to become as knowledgeable as possible before making any decision, with every individual taking full responsibility for their investment decisions and to prepare accordingly, which is what I try to do.
The Twitter Generation will need IMO far greater investment skills than previous generations given what I now perceived about future U.S. economic conditions.