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Individual investor looking after the family portfolios.


Dividend and Income Growth: ABRPRA, ARCP, BBL, BNS, BP, BXMT, CAT, CCP, CSCO, CSG, CVX, D, DOW, EMR, EXC, GE, HP, IBM, JPM, KO, LADR, LTSPRA, LXP, MAT, NLYPRC, NRF, PG, PKG, POT, PRU, RASPRA, RDSB, SDRL, SO, SOUHY, STAG, STWD, T, TUP, VTR. WDR, WEC, WPC, XOM (started in July 2014 buying only when fair value or better is present, with a minimum 3% YOC at purchase or in sight with next dividend increase; portfolio YOC of 4.90%, Beta of .648).

Dividend Tracking: SCHD (used to compare against results of the Dividend and Income Growth portfolio).

My IRA: IVOG, POAGX, SPAXX, VASVX, VDIGX, VGHCX, VWIGX (experiment in active ...More
  • Description: Occasional Investor. Trading frequency: Weekly
  • Interests: Cash Investments, Developed International Markets, Dividend stock ideas & income, ETFs, Emerging Markets, Energy stocks, Mutual funds, Options, REITs, Retirement savings, Stocks - long
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