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Individual investor and analyst. Diversification is key to success. Good research limits downside. Long term Hold strategy with timelines for each investment when purchased and a target price set. Will on occasion write covered calls or set stop orders. Have a maximum dollar amount set for each investment. Will not chase a stock. Invest in Equity common, preferred shares, Corporate Notes and Bonds, Closed End Funds and Mutual Funds.

Having Companies that pay a dividend as part of a portfolio but not reinvested, however using the income to position in other investments to grow diversity is a strategy that should be followed and increases as one ages, thus setting up an income stream upon retirement.

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  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Mutual funds, Options, REITs, Stocks - long, Tech stocks
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