I am a dividend investor and look for undervalued investments in the stock market. I identify misunderstood and undervalued equity investments and hold those securities until their price approximates my estimate of intrinsic value. I am a long-term investor only.
I am building a $100,000 high-yield income portfolio. I am running this portfolio as an experiment to see if long-term sustainable income can be generated from a diversified pool of high-risk, high-yield securities. I am willing to accept high risk in order to meet my performance goals.
Get the highest conviction investment ideas from the world's greatest ideas for $12 per month. The Superinvestor Bulletin builds a portfolio exclusively from the highest conviction investments made by the world’s greatest investors. Since the world’s greatest investors tend to return 15 to 20 percent per year on average, replicating their best ideas should provide superior returns (without their egregious performance fees).One full investment idea per month (15 to 20 page report) plus weekly updates. Visit our website or contact us directly for a free sample report.
Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm based in New York that provides customized investment advisory services to individuals, charitable institutions and retirement plans. DIA currently has over $25 million under management. DIA specializes in creating custom fixed income portfolios with a core of individually selected bonds that we recommend be held to maturity. Other income assets, such as preferred stock and exchange traded debt, are also used to diversify an income portfolio. Depending on the needs and risk profile of clients, fixed income portfolios can target yields ranging from 4%-9% per annum.
DIA is licensed according to required securities regulations. DIA utilizes the services of both Charles Schwab and Interactive Brokers as a third party custodian. Clients of DIA will open and control an account at the third party custodian in their own name, and DIA nevers takes custody of client accounts.
DIA's investment manager, Salo Aizenberg, a graduate of Columbia Business School with an MBA in Finance, is a highly experienced finance and investment professional with 20 years of active investing in fixed income, equity, and alternative investments, having managed institutional portfolios exceeding $500 million.
Important disclaimer language for all articles published on Seeking Alpha, including premium Newsletter articles:
All articles published by DIA are intended as an information source for investors capable of making their own investment decisions. However, this information is not intended to be used as the sole basis of any investment decisions, nor should it be construed as advice designed to meet the investment needs of any particular investor. High Yield bonds are not suitable for many investors and by definition are not Investment Grade bonds and therefore carry a much higher level of risk. High Yield bonds are subject to various risks including interest rate risk, credit risk, and market risk which could result in the total loss of the investment. Past performance is no guarantee of future results. We encourage readers to consult with independent financial advisors with respect to any investment in any security mentioned. The information upon which all articles are based is obtained from sources believed to be reliable, but has not been independently verified. Therefore, DIA cannot guarantee its accuracy. Information regarding a company or security may be obsolete by the time it is published on Seeking Alpha and investors must therefore independently verify updated information regarding a company or investment. Any opinions or estimates constitute the author's best judgment as of the date of publication, and are subject to change without notice. Despite best efforts to provide quality investment information to our readers, DIA does not accept any liability or responsibility for any loss resulting from investment decisions based on information in any article. Note that DIA does not get paid or receive compensation of any kind by any company or any third party for discussing a particular company or investment in any article.
Tom Konrad, PhD., CFA is a financial analyst, freelance writer, and portfolio manager specializing in renewable energy and energy efficiency. He is currently looking for a money management firm to sponsor what he believes would be the first dividend income oriented green mutual fund, based on a strategy he has been managing since December 2013.
. He is Editor at AltEnergyStocks.com.
Tom lives in New York's lower Hudson River Valley. He volunteers for the environmental nonprofit community, runs, and is a woodworker. He's currently using those woodworking skills to renovate (and upgrade the energy performance) of the 1930 farmhouse he lives in with his wife.
He can be reached at tom at tom konrad dot com.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
Mohit Manghnani is presently a full time editor at Seeking Alpha. He covers the new IPO's and follows live market commentary. Before joining Seeking Alpha, Mohit worked with a start-up - Research firm where he worked in the capacity of a Team Leader tracking company events and results.
Born in the U.A.E, Mohit spent most of his growing up years in Dubai. Currently, he resides in Mumbai, India and is pursuing his charter in Accountancy.
I joined Seeking Alpha as a Senior Editor in 2012 and currently manage the Energy vertical. I've spent the last 18 years working in publishing, and my experience includes editing scientific/medical journals, personal finance magazines, and several investment websites.
Here at Seeking Alpha we're always looking for new ideas and new authors, so please contact me if you're interested in contributing.
Nothing I write should be considered investment advice. Only you can decide if any specific financial asset, security, allocation, opinion, idea, etc. is best for your financial portfolio.
Author of two books, available here, Options Strategies Every Investor Should Know and The 5 Fundamentals of Building a Retirement Portfolio (both available in paperback and eBook).
Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs.
Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy.
Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc.
Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client.
Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards.
My 82 stock portfolio is listed here by sector, largest holding by value is listed first.
Consumer Defensive (14): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD
Healthcare (5): JNJ, ABBV, AMGN, CAH, BDX
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, HCP.
Energy (4): XOM, CVX, OXY, VLO,
Tech (3): AAPL, ADP, CSCO
Industrial(8): BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT.
Financial (8): NRZ, ARI,, LADR (mREITs) TROW, MA, V, WFC, MET
eReits (9): WPC, DLR, O, CLDT, STAG, STWD, LXP, UBA, SNR (small)
BDCs (5): ARCC, MAIN, PNNT, HTGC, NEWT (small) GAIN
Telecom (2): VZ and T
Utility (9): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, FE
DNP is a CEF which predominately holds Utilities.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
I joined Seeking Alpha as a Senior Editor in June 2012. Currently, I manage the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations.
I also curate the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles.
I hope to continue to discover new voices and thought leaders through insightful articles and conversations in the comments threads. My goal is to draw a large, diverse audience to Seeking Alpha, and make our community THE go-to place to participate in investing research and exchange lucrative, unique, exciting investing knowledge and ideas. I'm always looking for new ideas and contributors, so please feel free to reach out to me. I'm eager to hear your thoughts and discover how we can work together to make Seeking Alpha the best site for investors on the web.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter.
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, and Fox Business. He was the #1 contributing analyst on Seeking Alpha in 2014 (as ranked by TipRanks) and he is currently writing a book on the legendary investor Donald Trump.
Thomas has co-authored a book (The Intelligent REIT Investor) that is available on Amazon.
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball. He resides in South Carolina with his wife and kids.
I apologize to investors who follow my articles, but I don't currently plan to resume any involvement with SA, though that may eventually change, if the site ever implements/enforces deterrents to web stalkers. For now, I only publicly share opinions on stocks via Twitter, StockTwits, etc. The rest of what follows is my normal profile, so I won't have to rewrite it, should I ever continue posting on SA. Best of luck investing. Cheers. I run a small family office managing long-term portfolios and special projects beyond the capital markets. I'm fortunate to have worked for a NYSE-traded financial firm for the decade through 2010, but I am not an adviser, my articles only share our investing actions/opinions, and they are not investment advice. Proof is in the pudding, so here are our stock portfolio returns from the most recent five years: 2012 +32%, 2013 +52%, 2014 +11%, 2015 +14%, and 2016H1 +19.8% (those are just capital gains, but all holdings pay dividends). Returns are moderating as expected, since most positions were rebuilt/opened in 2010-2012 at extreme undervaluation levels, yet only a few new positions have been opened each of the last few years at moderate undervaluation levels. I also trade around core positions for short-term profits, but I do not include trade gains in portfolio return tracking, and my articles are strictly about long-term investing. My investing career started in the 1980s, and the transition to full-time was finalized in 2009. I only list returns from 2012 because that's when I became most active on SA, and the stock calls that led to those results can be verified here. For 2008-2011, my focus was shorter-term trades, which made total annual returns harder to tally, so without wasting time backtracking, I can only say returns were worthwhile. For most years prior, I was a blue-chip-only, buy-and-hold guy, which also worked well, so I still own most of those stocks in accounts separate from our actively-managed portfolios.
Former Investment Advisor for 7 years
Focused on the Big Ideas or Great Value for my Investing dollars
I believe stocks are really business, and i'm just looking for a few that i really like, with the understanding that great things sometimes takes time.
i can be found tweeting my favorite tech stories at @ChristopherMav1