I'm a software developer who can't wait to no longer be one. As such I've become an income-hunting dividend growth investor. I'm no purist, not by any means, but that is certainly my primary focus. I'm a contrarian by nature, and sometimes it even pays off.
I'm trying to achieve financial independence, primarily via a dividend income and reinvestment strategy, but leaving some space for high-conviction value plays that can feed new dividend positions, and even allowing for the occasional short-term trade to spice things up.
I have worked extensively in trade and investment promotion, and as a public policy analyst, and this has provided a lot of contextual knowledge that is useful for personal portfolio management.
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
My stock portfolio is most about trying to capture tiny slices of ownership in the dominant publically traded companies in the world (in most sectors and industries) and not overpaying for that little piece of future earnings. I want to pay at most fair-valuation (although sometimes I try for bargain prices) as long the company appears solid and I think the company will be around 10 years and more. That is what I found produce the best total returns. I am mostly focussed on mature companies that pay dividends, but I do make exceptions, for leading companies in some industries - even if their dividend yield is low. I appreciate diversification and risk-management by not putting too much cash into each stock.
My portfolio has a spreadsheet on http://tiny.cc/tarkin
Evaluation of the dominant assumptions and an understanding of the dynamics of the economic engine is the basis of an approach to asset allocation that provides for both a rational determination of value and an understanding of sentiment in the form of price as a measure of the irrational nature of the operational environment, an approach that is intended at once to avoid unnecessary risk while at the same time enable gradual rebalance of assets as a means to increase net worth via optimization of appreciation and long term yields. Let's call that buy low and fly high just for fun.
The author is an independent stock investor interested in researching value, growth and GARP stocks from a buy and hold (but monitor) perspective. The author's sectors of interest include airlines, automobiles, banking, chemicals, oil and gas, real estate and technology.
Disclaimer: Please note that the information provided on any articles pertaining to this account is strictly on an "as is" basis, and should not be used to make any buy/sell decisions. Please be aware that the author is not a professional financial advisor. Any investment decisions should always be made in consultation with such, and according to the risk/return objectives of the party in question. While the author makes every effort to ensure the accuracy and completeness of the facts contained in each article, investors are responsible for conducting their own due diligence.
Any opinion(s) expressed in any form by me at Seeking Alpha and/or related websites are strictly my own personal views and ideas. They should never be considered advice of any kind, nor considered to be professional opinions.
You should always seek advice from a qualified professional before embarking upon any plan of trading or investing.
All the Best!