Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis. Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital. Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73). Present Home: Sarasota, FL Previous Homes: New York City, Mountain View, CA Hometown: Baltimore, MD
I began redeploying assets from mutual funds and cash into Dividend Growth stocks in Fall 2013. Current positions: Consumer Staples: KO,PM,PG,PEP,UL,GIS,CLX,DEO,MO Energy: CVX,XOM,ESV Telecomm: T,VZ, Consumer Discretionary: MCD,TGT,ROST Healthcare: JNJ,GSK,GILD,ABBV,AMGN Industrials: LMT,GE,DE,TGH,EMR,CMI,ETN,BA,UPS Tech: AAPL,CSCO,IBM,QCOM Real Estate: O,OHI,HCN,VTR Utilities: SO,AVA,DUK,WEC,D,NGG T Materials: BBL Financials: WFC
Self-directed private investor. Formerly a executive in a public company with a background in finance. My focus is dividend growth investing and the purpose is to create and maintain a growing cash flow to pay my living expenses.
Surgeon with a highly varied background. Mixture of buy and hold equities and higher risk securities and LEAP calls.
The picture is James K. Polk; one of our most successful and underrated presidents. Ran for office stating he would accomplish 4 things. Accomplished all four, died shortly after his term completely exhausted.
Close to retirement age but plan to keep working for some time to come. Have invested in stock market sporadically, mostly confused and scared. It hasn't worked very well. Have a lot to learn, learn a lot from many SA folks and enjoy the sharing here.
Historically about 60% invested (minority is stocks along with a lot of "other") with 40% cash. Aiming at this stage to put more of the cash to work, and since I'm underweight in stocks/bonds, am focused there, especially but not only DGI.
Expect that I can avoid taking much if any income out for 15-20 years (except tax and the RMD), unless something unexpected happens--not a long compounding period but better than not at all.
I am a small time trader in my IRA. I have mostly invested in the market and utilized market timing successfully several times. I am a civil engineer by training and have worked in design engineering and project management. I am currently engineering director for a large water and sewer utility in North Carolina. Basically I know nothing about trading and I am learning.
Former scrap metal broker (21yrs, some international), now professional counselor (individual/relationship)(5yrs).
BS Miami U 1984, MIM Thunderbird 1987, MA Counseling Cincinnati Christian University 2010
Managing our retirement money.