Georg Vrba is a professional engineer who has been a consulting engineer for many years. In his opinion, mathematical models provide better guidance to market direction than financial "experts." He has developed financial models for the stock market, the bond market, yield curve, gold, silver and recession prediction, most of which are updated weekly at http://imarketsignals.com/.
David Nelson, CFA is the Chief Strategist of Belpointe Asset Management. The members of his firm, DC Nelson Asset Management LLC (DC Nelson), recently merged into Belpointe. At Belpointe he will continue to manage his Alpha Select Portfolio. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute (formerly the Association for Investment and Research or “AIMR”). Follow on Twitter @davidnelsoncfa
Relevant Experience: David founded his own investment firm in October 2000. Prior to forming DC Nelson, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch.
He is a frequent commentator and guest on Fox News, and Bloomberg TV where he discusses markets, politics and individual securities. David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles, David Johansen and Nektar.
I'm a tech professional who seeks out stocks with asymmetric risk/reward profiles, primarily in the biotech and tech sectors. I often take medium-term positions in risky contrarian markets with the expectation of large time-averaged gains from these special situations. I'm always looking for an undervalued opportunity, even if it's long term, regardless of market cap. I also follow and comment on commodities and demographics.
I'm graduate in Economics and Finance and have worked as a business consultant, specialized in company valuation. I have been an investor and trader for a couple of decades and Portfolio Manager on several situations, investing mainly in Commodities, Forex and US Stocks. Since I'm retired now I write about financial markets and manage my family portfolio.
We are a team of scientists at the Johns Hopkins University School of Medicine combining our expertise in biomedical research to identify undervalued assets within the biotechnology sector, as well as our background in quantitative and data science to generate statistical models for steady income generation.
I am a management consultant to companies in the bio-pharmaceutical, medical device and diagnostic industries. I have 20 years of combined industry and consulting experience in the development, manufacture and commercialization of healthcare products. My investment focus is emerging biotech/healthcare companies where I believe the market fails to recognize the true value.
Richard Zeits is an Oil & Gas industry analyst and consultant. His background includes fourteen years as Energy industry-focused investment banker, portfolio manager and senior investment analyst with bulge bracket firms in New York. Zeits Energy Analytics use elaborate proprietary analytics and data bases to provide in-depth industry research, market intelligence, and forecasting.
I am the Global Chief Investment Officer of UBS Wealth Management and the Chair of the UBS Global Investment Committee. In this capacity, I oversee the investment policy and strategy for approximately USD 2 trillion in invested assets.
I joined UBS as Head of Investment for the Chief Investment Office at UBS WM when the CIO was founded in 2011. Before joining UBS, I was co-founder and co-fund manager at Sonic Capital. I also served as a Managing Director at Matrix Capital Management and as a lecturer and acting dean at Harvard University. I am a frequent contributor to numerous financial media.
My approach focuses on meeting cash flow needs with portfolio cash flows (dividends and interest) with a focus on high and rising dividend yields. I take interest in the entire capital structure of a company to (try to) capitalize on inefficiencies between stock and bond markets.
What may make a horrible stock investment may also be an incredible bond investment (and vice versa)!
On top of earning the right to use the Chartered Financial Analyst designation (CFA) I also sport an Undergraduate Finance degree and an MBA concentrating in Analytical Finance, both from top tier schools.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
Robert P. Balan has more than 4 decades of experience in the financial markets. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
Self directed individual investor. I surpassed my own goals and expectations. I have been investing in the stock market since 1992. I used to day trade. Then I swing traded. Now I invest in dividend stocks with the focus on having the income exceed our needed expenses. I started investing in dividend stocks exclusively in 5/2011. I am ready to share my 22 years of experience in the stock market with young investors and retirees alike. I will share my mistakes and successes. Hopefully, I can help others avoid common mistakes.
RETIREMENT PORTFOLIO UPDATED As Of 6/3/2016
Current Allocations for my Retirement Portfolio:
1) MO = 100%
I have taken ROTH distributions in 2016 of about $113,000. This is the first year that I have taken distributions, they are non taxable and penalty free.
I currently have approximately 96.5% of my stock market assets in ROTH IRA's. I will convert the rest of my MO (from my SEP IRA) in 2017 into my ROTH IRA. My plan is to have 100% of my Retirement Portfolio in ROTH IRA's after the first trading day of 2017.
My Retirement Portfolio's return since 1/1/2009 according to Schwab.com's Portfolio performance: Full Disclosure - All of my funds were at Schwab in 2009 and 2010, In 2011 I started a Roth IRA at Fidelity, in 2014 I transferred funds from Schwab to Fidelity and in 2015 I transferred some funds to E-TRADE. Most of my funds are still at Schwab.
2009- + 165.95%
2010- + 28.02%
2011- (-) 1.99%
2012- + 11.59%
2013- (-) 5.31%
2014- + 38.84%
2015- + 6.11%
2016- YTD as of 6/10/2016 close + 19.25%
My Portfolio performance from 1992 - 1/1/2009 was not good. I was starting from a negative return since I had contributed more than my accounts were worth. 2008 had dropped my account about 75%!!!
My performance has been outstanding from 1/1/2009 till the present, my overall Retirement Portfolio performance has been exceptional, beating the S&P 500 substantially. My total value has increased more than 12 fold since my bottom in 2008!!!
Schwab.com's software does not have any data prior to 1/1/2009! They started the Portfolio performance function as of 1/1/2009.
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.
David Moenning is Chief Investment Officer at Sowell Management Services, a registered investment advisor with more than $500 million under management. Sowell emphasizes an MPD (Modern Portfolio Diversification) approach to portfolio design which diversifies client holdings not only across asset classes but also by strategy, manager, and investment methodology. Dave began his investment career in 1980 and has been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for nearly 30 years.
Fortress Capital is an investment firm which specifically concentrates on alternative investments such as global commodity futures online trading and clearing, wealth management, commercial & business loans and real estate sales & developments.
At Fortress there is an understanding that the wide and diverging landscape of alternative investments makes professional experience and excellence extremely valuable.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Robert Hauver publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
I focus on investments in the oil & gas sector with an eye for dividend income and long-term capital appreciation. I typically allocate a portion of my own portfolio and devote some of my Seeking Alpha articles to small and medium sized companies offering compelling risk/reward propositions.
I am an engineer, not a qualified investment advisor. While the information and data presented in this article were obtained from company documents and/or sources believed to be reliable, they have not been independently verified. Therefore, I cannot guarantee its accuracy. I advise investors conduct their own research and/or consult a qualified investment advisor. I explicitly disclaim any liability that may arise from investment decisions you make based on this article. Thanks for reading and I wish you much success – Michael Fitzsimmons.
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.
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The information provided is for educational purposes only and does not constitute a recommendation of the suitability of any investment strategy for a particular investor. Invesco does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state tax laws are complex and constantly changing. Investors should always consult their own legal or tax professional for information concerning their individual situation. The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
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INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. Providing advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking.
Blogging here on SA is part of my research. I write to find out what I think.
I invite you to join the family of satisfied clients send an e-mail :email@example.com
I focus on Growth at a Reasonable Price stocks and utilise technical analysis to determine when to enter and exit. My primary means of stock selection and valuation is my mechanical trading system. I use call options with moderate leverage. Please see my blog for more information on my techniques and selections.
Portfolio Performance in 2016 as of July 21: +41.8%
S&P 500 at +5.9% => beat market by 35.9 percentage points.
I am a private investor and have been active in the stock market for 15 years. My horizon is medium to long-term or 2-7 years. I am a value / contrarian / yield investor and love to research and read up on companies to identify undervalued gems. I spend significant time tracking the market and I follow the companies I have in my portfolio closely. As I like to say: "I buy a share of a company - not just a piece of paper." I love dividends and distributions and see it as a way to grow my portfolio
In late October 2015, I reentered the stock market after years of absence. I think blue chips generally are way too expensive right now and am instead taking advantage of other opportunities in the market. such as midstream MLPs beaten down by weak oil and natural gas prices (e.g. CEQP, USAC and ENBL). To date, this has been a major success. My bet on SunEdison, TERP and GLBL has not been a success. Thankfully, I got out of SunEdison in time with only a small loss. I have kept some of my TERP as I still see value here. I am not super comfortable with the lack of financials, which is why I am treading carefully. I do, however, expect a lot from TERP's 3 GW portfolio.
I am not a permabull and believe that one has to get out of the market or reduce holdings during booms and reenter in bad times when even blue chips are trading at ridiculously low prices (IT crisis, financial crisis, ... )
Successes: 1) Probably my best buy was BAC in late Feb. 2009 @ $3.28 (even fell into $2.50s same day!!!!!) during the financial crisis - sold in July for $17 (probably my best return ever given the short amount of time I held the stock); and 2) buying GMLP at $8 and selling for $12 within a few days.
Mistakes: 1) Believing in the management of LDK Solar when they were stubbornly maintaining their positive and bullish outlook on shipments and revenues when PV prices were in free fall due to overcapacity. I took a significant loss and sold in the $5.20s when management finally told the truth. I knew then I had to get rid of the stock quick as management could not be trusted. LDK is now trading in the OTC market @ 5 cents a share. I am amazed they got away with misinforming the market like that, but I also should have been more knowledgeable about the PV industry. I learned a valuable lesson. 2) Buying DRYS in late 2008. I got out with a big profit but not because DRYS was a good buy. I just got lucky buying low and selling high and got out when the company announced a dilutive equity offering. 3) SunEdison. Got out with a small loss but I could have gotten burned quite bad. Again, I got out in time. What I am good at: 1) Buying at rock bottom prices during bad times when most people are panicking and selling at ever lower prices; 2) when I make a bad call, I get out in time before things get ugly (see LDK, DRYS above).
On December 3, 2015, I held stock in the following companies (A-Z): FSLR (avg. price paid: $49.07), GLBL ($4.59), SUNE ($3.66), SXCP ($7.11), TERP ($8.06), and VOW3.DE (€98.30).
On January 4, 2016, I held stock in the following companies (A-Z): CLD (avg. price paid: $2.34), CNXC ($8.91), GLBL ($4.52), MT ($4.09), SUNE ($3.87), SXCP ($6.46), TERP ($8.06), USAC ($11.57), and VOW3.DE (€98.30).
On January 26, 2016, I held stock in the following companies (A-Z): CLD (avg. price paid: $2.03), CNXC ($8.03), CEQP ($13.28), FELP ($1.85) - small lottery position, GLBL ($4.12), GMLP ($8.21), MT ($3.95), NMM ($2.16) - small lottery position, SUNE ($3.20), SXCP ($6.29), TERP ($8.92), USAC ($10.25), and VOW3.DE (€98.30).
As of February 4, 2016, I held stock in the following companies (A-Z): CLD (avg. price paid: $2.03), CNXC ($8.03), CEQP ($12.77), FELP ($1.85) - small lottery position, GLBL ($4.12), GMLP ($8.21), HNRG ($4.71), NMM ($2.16) - small lottery position, SUNE ($3.20), SXCP ($6.29), SXE ($0.59) - small lottery position, TERP ($8.92), and USAC ($10.25).
As of March 4, 2016, I held stock in the following companies (A-Z): CNXC ($7.74), CEQP ($11.43), GLBL ($3.59), NMM ($1.39) - small lottery position, SUNE ($2.49), SXCP ($6.29), SXE ($0.59) - small lottery position, TERP ($8.89), and USAC ($10.04).
As of March 24, 2016, I held stock in the following companies (A-Z): CNXC ($7.74), CEQP ($11.43), ENBL ($6.56), GLBL ($3.59), PEGI ($18.35), SXCP ($6.29), TERP ($8.89), and USAC ($10.04).
As of April 22, 2016, I held stock in the following companies (A-Z): CNXC ($7.74), CEQP ($11.43), ENBL ($6.56), GLBL ($3.27), PEGI ($18.57), SXCP ($6.29), TERP ($8.89), and USAC ($10.04).
As of May 27, 2016, I held stock in the following companies (A-Z): CEQP ($11.43), DHT ($5.70), ENBL ($6.56), GLBL ($3.27), NNA ($1.77), OSG ($1.94), PEGI ($18.57), SXCP ($6.29), TERP ($8.89), TNK ($3.96), TNP ($6.06), and USAC ($10.04). Note: I have closed my position in CNXC.
On July 1, 2016, I was 9% cash and held stock in the following companies (A-Z): CEQP ($11.43), CETX ($2.86), CPLP ($2.95), DHT ($5.58), ENBL ($6.56), FRO ($7.87), HRTG ($12.49), NNA ($1.72), PEGI ($18.57), SXCP ($6.29), TERP ($8.71), TNK ($3.72), TNP ($5.49), and USAC ($10.04). Note: Closed my position in GLBL @$3.21 - aiming to buy back near $2.90. Bought TERP @7.64 sold again @10.76 => 41% profit. Sold OSG. Opened position in CPLP. Added TNP, TNK, DHT, NNA. Opened small position in FRO. Opened position in CETX, sold 1/3 at 33% profit. Opened position in HRTG.
As of July 21, 2016, I am 15% cash and hold stock in the following companies (A-Z): CEQP ($11.43), CETX ($2.86), CPLP ($2.95), DHT ($5.44), ENBL ($6.56), HRTG ($12.44, PEGI ($18.57), SXCP ($6.29), TERP ($8.71), TNK ($3.72), TNP ($5.49), and USAC ($10.04). Note: Added CPLP, DHT, HRTG. Closed positions in FRO and NNA at a loss. Reduced DHT, SXCP, TERP.
Risk Tolerance: Very High.
Trading Frequency: 2-3 trades per week on average.
I am an individual investor. My professional background is in the finance area. I have managed my own investments for over 30 years. For most of that time, my focus was on portfolio building using individual stocks. About 5 years ago, I shifted my focus to investing via ETFs. I have found that this has greatly simplified my investment style yet simultaneously increased the scope and diversification of my portfolio.
I firmly believe that the benefits of investing, and the market, should be understandable and available to everyone, including individuals who may have little or no financial background. My hope is to explain concepts simply, taking much of the mystery and accompanying fear out of the process. I look forward to enjoying the journey with everyone who decides to follow me, and hope I can make a difference in someone's life.
In addition to my blog, you can find me at:
Ted Waller is a private investor who bought his first stock at age 13 (GTE) and has over 50 years of investing experience. His focus is on deep value and low risk. Acquiring wealth is a slow incremental process that requires setting goals, adherence to principles, patience, and flexibility.
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value; favors dividend growth. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk.