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I am a very small time investor compared to those who trade for a living. I have been interested in the stock market and investing since the early 80's, fascinated by what empirically and statistically works. My main financial objective now is to provide income for my wife and myself in retirement, have enough money saved to provide health care/ assistant living expenses for each of us, and to pass on anything that is left over to our heirs.

Some have asked so I am listing my current equity portfolio. I am not yet fully invested, so names may be added over time. I am particularly interested in adding some industrial and financial names to the mix. 


  • Description: Occasional Investor. Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, Energy stocks, Options, REITs, Retirement savings, Stocks - long, Tech stocks
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