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Joe Patrick

Joe Patrick
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ABOUT
I retired from being an Engineering Fellow for a major industrial conglomerate in 2007. I spent 32 years there and focused on technology strategy and new technology development. I was fortunate to have both a defined benefit pension, a good size 401k, and some taxable brokerage accounts. To keep my mind busy, I made a hobby of personal investment management. I have focused on asset allocation theory, valuation techniques, and technical analysis. As an income investor, my primary interests are choosing and holding individual dividend stocks, including MLPs. I select actively managed mutual funds for other asset classes. I recently began selling options to enhance income and obtain desirable stocks.
SNAPSHOT
  • Description: Retiree. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, Mutual funds, Options, REITs, Stocks - long
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