Retired (70+ and not counting) mathematician and computer scientist who is now in the distribution phase. I began investing real money in late 2014 building my portfolio as the market allowed.. Thanks to all my teachers out there in SA Land. Comments on the portfolio are appreciated. My Income Portfolio (Mar 2016) is shown below. My goal is a portfolio Yield of =>3,5% with a Total Return of =>6%. Today the YoC=4.6%, Total Return=8.2%. BCE BCE Inc. Communication FTR Frontier Communications Communication T AT&T Inc. Communication VZ Verizon Communications Communication MCD McDonald's Corp. Consumer Cyclical TIME Time Inc. Consumer Cyclical TUP Tupperware Brands Corp. Consumer Cyclical AMNF Armanino Foods of Distinction Inc. Consumer Defense KO Coca-Cola Company Consumer Defense MO Altria Group Inc. Consumer Defense PG Procter & Gamble Co. Consumer Defense PM Philip Morris International Consumer Defense TGT Target Corp. Consumer Defense UL Unilever Consumer Defense COP ConocoPhillips Energy CVX Chevron Corp. Energy ESV Ensco Energy HP Helmerich & Payne Inc. Energy KMI Kinder Morgan Inc. Energy LNCO LINN Company Energy XOM ExxonMobil Corp. Energy XEL Xel Energy Energy BNS Bank of Nova Scotia Financial Services FSC First Street Capital Financial Services HTGC Hercules Technology Growth Cap Financial Services MA MasterCard Financial Services MAIN Main Street Capital Corp. Financial Services PSEC Prospect Capital Financial Services TCAP Triangle Capital Corp. Financial Services TMP Tompkins Financial Corp. Financial Services JNJ Johnson & Johnson Health Care PFE Pfizer Inc. Health Care GILD Gilead Sciences Health Care EMR Emerson Electric Industrials GE General Electric Co. Industrials UPS United Parcel Service Industrials CMI Cummins Industrials BBL BHP Billiton plc Materials AWSHX America Funds Mutual Fund DNP DNP Select Income Fund Mutual Fund SCHD US Dividend Equities Mutual Fund ETO Eaton Vance Mutual Fund WPC W.P. Carey Inc. REIT's CCP Care Capital Properties REIT's DLR Digital Reality Trust REIT's HCP HCP Inc. REIT's NLY Annaly Capitam Management REIT's O Realty Income Corp. REIT's OHI Omega Healthcare Investors REIT's STAG Utility-Electric REIT's UTX United Technologies Industrials VTR Ventas Inc. REIT's STWD Starwood Properties Trust REIT's LTC LTC Properties REIT's RDS/B Royal Dutch Shell Energy AAPL Apple Technology IBM IBM Technology MSFT Microsoft Corp. Technology CNP CenterPoint Energy Utilities ED Consolidated Edison Utilities SCG SCANA Corp. Utilities SO Southern Company Utilities WEC WEC Energy Group Utilities
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques.
I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs, and The StreetSmart Guide to Overlooked Stocks.
My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
A passionate investor (and former energy dividend writer for The Motley Fool) with 18 years of experience currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 5-6% yield
2. Offers 10%-11% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
My wife and I are now retired. We live off SS and the income from our portfolio. My investments are all income producers and include dividend growth stocks like T and MO, some higher yielding low growth issues like PNNT. and others in between. About 25% of my income comes from fixed income preferred issues. When I was younger I was more into growth, but my goal was to switch to income and live off that. So that is what I have achieved today. I also work as a tax preparer for the 4 months of tax season.
I have had an interest in the the economy and financial markets since i was around 10 years old. Throughout the years, this interest waxed and waned until college, when I discovered how complex and interesting economics could be; and also how useful it could be as a tool in finding profitable opportunities in the markets.I build on this information everyday, along with the knowledge I have gained about markets through years of study.
Also, I've created youreconomicseducation.com, a website for learning Economics through the undergraduate level. With this resource, I hope to create the possibilities for those who want to learn Economics, but cannot for some reason, to do so.
It is very hard or impossible to time the broad market consistently — there are no famous investors that got rich by consistently knowing what the broad market would do next. This only makes sense, as there are just too many variables in the broad market. But there are many famous investors who got rich analyzing individual securities, and this is where you should put your focus. You can get an edge in individual securities. Joe Springer was the number 1 ranked stock analyst in the world by tipranks.com, and on most days is still ranked in the top 5%. Joe is a Certified Technical Trainer, and enjoys teaching about the stock market as well as managing portfolios. If you would like to follow Joe on Twitter, his handle is @JoeSpringer.
Dirk Cotton is a retired executive of America Online (AOL) who loves to spend time with his family, fly fish, shoot sporting clays, attend college baseball games, sail, follow the Wildcats, and write. He currently runs a personal financial planning service, JDC Planning, LLC, in Chapel Hill, NC and blogs about retirement finances at TheRetirementCafe.blogspot.com. Recognizing that the median savings for a family approaching retirement age is less than $100,000 and that half of those households have no retirement savings at all, his writing and practice focus on retirement finances for the “unwealthy,” which is the vast majority of the middle class. Dirk is the author of two books, Retiring When Your 401(k) Fails and Locally Groan, a book about growing up in the South. He holds a bachelors degree from the University of Kentucky in with a topical major in computer science, an MBA from Marymount University and a Certificate in Financial Planning from Boston University.
Michael Hopkins is a veteran journalist and editor, having spent 16 years in print and online media. His work includes 13 years as a managing and senior editor for various online news services operated by MediaBiz, including SkyREPORT, a top satellite industry news service.
In addition to MediaBiz, Michael has contributed articles to Light Reading, Satellite Business News and the SPECS newsletter from CableLabs, among other publications. In addition, he worked as a public relations professional with VisiTech PR, a firm focused on supporting technology clients in the United States and overseas. Michael also worked as a reporter for The Montrose Daily Press in Western Colorado.
Michael graduated from the University of Northern Colorado in 1992. He presently resides in Morrison, Colo., west of Denver.
Robert P. Balan has more than 4 decades of experience in the financial markets. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.
Has 16 years of investment experience. Holds Bachelors Degree in Business and minor in Economics. Holds special interest in options trading and hedging strategies utilizing options. Resides in the USA
The best way to contact Clay is here at SA messaging.
BSEE The Cooper Union, school of engineering 1966
Engineering manager Harris corp. 23 years
Software development, Grumman Corp. 10 years
Manage my own IRA accounts in retirement for over 23 years with a CAGR of 10.8%
I'm retired. Bought the farm -- literally (in NE Texas).
I'm a boomer, not a depression era kid (it was my parents who lived through that mess). So I'm exaggerating a bit when I state that the "Great Depression" ran into the late 50's where I grew up (the Appalachia of the West). But I did go to bed hungry, dreaming of food, because there was literally nothing to eat. The family's grocery problem was eventually solved through the good graces of a religious charity, the assistance of friends and neighbors, the perseverance of my parents, and more than a little luck.
I believe those early lean times provided a wee-bit of incentive to not let those circumstances repeat themselves... I really dislike going hungry.
But I was lucky. I had clothes; usually ate on a regular basis; got a bath once a week in a tin wash tub, whether it was needed or wanted; got medical treatment for the slices, dices and broken bones that would have crippled me, treatment for the diseases that, left untreated, would have killed me; and had the opportunity to go to school. That was an opportunity I seized with both hands and did not let go.
I am by nature inherently lazy... given the choice between digging ditch with pick and shovel at $0.10/hour or sitting behind a desk writing software at hundreds of times that hourly rate... I decided not to dig ditches.
Now that I'm retired and own the farm, I dig ditches for free.
As a kid I read constantly... pretty much everything on just about anything. Cleaned out the local libraries (it was a very small town). "The Richest Man in Babylon", biographies of Hughes, Carnegie, Rockefeller, and others, histories, westerns, mysteries, SF. Remembered various parables about being unable to grasp opportunities because one had wasted his resources.
Can't say I always succeeded, but I tried. Towards the end of my career, managed to live on about 1/3 of my gross, saving and investing what was left after taxes and insurance, and still had opportunities for fun, recreation, travel and friends.
As a NASA Engineer, I wrote a large variety of software. Some of the more notable items were:
* an email management system for the Agency and its contractors (the project included writing the procedures; reporting and correcting third party data errors;
* designing, writing and testing the software; designing and implementing the database schema and queries; navigating inter-center politics; etc);
* a moving map software that flew twice aboard the Shuttle and displayed alternate landing sites in the event of a launch emergency;
* post landing wheel-tire-brake analysis software for the Shuttle (STS-1 to final-flight);
* a graphical, real-time dynamic software simulator for a 7-joint robot;
* a FMEA/CIL data processing system (software and procedures) for Return-to-Flight after the Challenger disaster; data structures &
* translation software for the Shuttle's Wake Shield Experiment; and
* a Shuttle-Station docking simulator.
Also designed, developed, tested and used a simulation language, a graphics processing language, and various computer language processing and analysis tools.
And then there was the "fun" NASA stuff... logging 40 minutes of zero-G time (and 40 minutes of 2G time), riding a 6-DOF shuttle simulator, working (and biking) with a handful of astronauts, SCUBA-ing in the WETF whilst observing astronauts using the tools my group designed, witnessing a Shuttle launch, doing Shuttle post-landing ground penetrometer studies at Edwards AFB, simulating shuttle tile repair whilst mounted horizontally on an air-bearing floor, mentoring younger engineers, and working with some of the best and brightest people I've met in my life.
In my free time:
* I developed commercial library management, scheduling and reporting software packages, wrote the user manuals, made onsite visits and learned a lot of humility;
* guest lectured and taught software development at universities.
* lived for years in various locales in northern Japan, participated in a traditional Japanese marriage ceremony (my own), helped my father-in-law with a bit of traditional Japanese construction near Sendai, and played Shogi whenever possible (Shogi is the Japanese version of chess. The local shogi master's shocked expression of total surprise when I beat him at the game was priceless ... To the master I was just an idiot "gaijin" [foreigner] and not worth his full attention. He won the next game.);
* lived for three months in Hawaii;
* made brief excursions to Canada, Mexico and the Caribbean.
While at one time I could read, write, think, dream, and speak (without accent) in standard Japanese and could understand a bit of the Tsugaru and Zuzu-ben dialects, I don't practice much anymore.
My time in the US Army made me appreciate my MOS (a retired crypto sub-specialty) was not 11B.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund run a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but i'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
I'm an individual investor looking to grow my wealth over the long term. I've tried many different styles of investing over the last 25 years and have found that buying dividend growth stocks and reinvesting the dividends is one of the easiest ways to grow wealth over the long term. Over the years, I've owned stocks, options, ETFs, treasury notes, and mutual funds. I operate a blog, HarvestingDividends.com, that provides information on the S&P Dividend Aristocrats and other dividend growth stocks.
Shudeep Chandrasekhar is a business consultant by profession and a musician by passion. With extensive experience in senior management, he has a thorough understanding of the internal workings of various types of businesses and what makes them tick. A keen student of the human mind and its potential, Shudeep constantly strives to understand the decision-making processes that underline every major business move. An enthusiastic traveller, Shudeep has lived and worked in more than a dozen countries including the United States, the United Kingdom, the Netherlands, Japan, Oman and many more. He is a truly global personality and currently lives in the bustling coastal city of Chennai, India - his birthplace.
Brandon is a junior in the Gabelli School of Business at Fordham University. He is currently in investment banking (M&A). He actively invests on his own personal time, utilizing contrarian strategies.
Brandon is originally from Los Angeles, California where he studied at Loyola High School.
If you need to get in contact with him, feel free to e-mail him at email@example.com - Thank you for your time.
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 firstname.lastname@example.org.
A few years ago, I was looking through my 401k statement and noticed a rather glaring reality – the mutual funds that I had the option to invest in were all underperforming their peers, while dwarfing their expense ratios.
I had the sneaking suspicion that I could do better myself. And I have largely been right. However, with three kids now five and under, I simply don’t have the time to study technicals and look for golden crosses or reverse head-and-shoulders. What I really needed was a portfolio which could handle a largely hands-off approach. And so I have started the journey to make my portfolio focused on an ever-increasing income stream (usually called Dividend Growth Investing), rather than an overwhelming focus on percentages ("Income pays the bills; percentages don't"). And since I am 37, I have the time horizon needed to make this compounding approach really work for me.
The moves I make and the portfolio I share is real. Here’s what I hold as of 6/3/16:
CVX – cost basis $105.27; F - cost basis $12.87; HSY - cost basis $92.76; JNJ – cost basis - $99.27; LTC - cost basis $46.45; MSFT – cost basis - $35.50; O – cost basis - $45.50; OXY – cost basis - $80.38; PH – cost basis $115; SO - cost basis $49.00; STAG - cost basis $16.86; WFC - cost basis $45.45.
I don’t have the time or see the point in having a “model” portfolio, because nothing about a model portfolio ultimately matters. As a result, every word of my writing here is based on what I really do with my real money in my real portfolio(s).
If you follow me, you will get my efforts to find high-quality companies (whether hidden or in plain sight) to own, updates and rationale for all the moves I make, as well as rearview analysis on my life as an investor – what I have learned and the mistakes I have made – so that you can avoid making them as well. All of this without having to whip out your credit card.
Join me, won’t you? I wish you good luck and great investing!
SA Director of Contributor Success. I've been with this great community and company since 2006 - and would love to hear any ideas you have about making the contributor experience even better. Send a direct message or connect via email@example.com.
Derek Getz is an individual investor seeking to navigate the investment world in order to provide a wealthy and stable retirement for his family. His aim is to help fellow investors, notably younger investors, establish a plan to produce a growing stream of income. Derek holds a degree in Computer Science from the University of Delaware and lives with his wife and two children.
Mark Bern (formerly K202) intends to continue writing solo and has shed other work-related relationships that required anonymity.
CPA since 1990 a CFA charter holder since 2000. He has a bachelors degree in Business Admin. with a concentration in Economics. His experience includes both private and public sector and careers in accounting, financial and market analysis, product development, transportation services and investment management.
My goal is to hit $37,450 in dividends and retire at age 35. Financial independence is complete freedom.
(While not at my goaI I am close enough. I just quit my job and retired this year at age 35 with this portfolio. Currently it generates about $30K a year in income from dividends and should grow dividends in the 8-10% range yearly. I am moving to the Philippines. Good luck to everyone on SA.)
I use multiple strategies to invest:
Strategy 1: Wonderful Businesses (with Huge Cash Flows)
Strategy 2: Capital Intensive - Quality - Cyclical - Below Book Value
Strategy 3: Purely Compounders (http://www.dailywealth.com/194/how-to-join-a-compound-interest-club)
Portfolio: Strategy 1
A man with no options suddenly has all the options in the world:
SHORT 3 VIAB FEB 19 2016 PUTS @ $32.5
Short 6 VIAB JAN 22 2016 PUTS $38.5 (EXPIRED WORTHLESS)
Short 30 JNJ JAN 2016 PUTS @ $75 (EXPIRED WORTHLESS)
Short 10 UVV AUG 21 2015 PUTS @ $40 (EXPIRED WORTHLESS)
Short 10 PM AUG 21 2015 PUTS @ $75 (EXPIRED WORTHLESS)
Short 1 HSY AUG 21 2015 CALL @ $95 (EXPIRED WORTHLESS)
Short 40 PM DEC 18 2015 PUTS @ $72.5 (EXPIRED WORTHLESS)
Short 10 PM SEP 18 2015 PUTS @ $75 (EXPIRED WORTHLESS)
Short 1 HSY SEP 18 2015 CALL @ $90 (EXERCISED)
Short 9 WDR MAY 20 2016 PUTS @ 20
Short 5 VIAB SEP 16 2016 PUTS @ 32.5
Portfolio Performance (Time Weighted Rate of Return)
18.14% Annualized Return
VS S&P 500
15.82% Annualized Return
“It’s obvious that if a company generates high returns on capital and reinvests at high returns, it will do well. But this wouldn’t sell books, so there’s a lot of twaddle and fuzzy concepts that have been introduced that don’t add much.” -Charlie Munger
People are always asking me where is the outlook good, but that’s the wrong question…. The right question is: Where is the outlook the most miserable?” -John Templeton
Favorite investing books/letters: Outsiders, 100 Baggers, Any Book Written by Joel Greenblatt, Stocks for the Long Run, The Intelligent Investor, Berkshire Hathaway shareholder letters.
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.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
A young individual investor from Europe with a focus on building a dividend growth-oriented portfolio to achieve financial independence within the next two decades.
I write primarily about US and European dividend stocks, with the latter one being my main focus at the moment.
Sasha, academic, social sciences, dividend (growth) focus, long only, at SA since 2013
Objective 2016: increase passive income by (1) continuous investments [approx. 1260$/month] and (2) dividend growth. If (1) seems impossible: Spend less! Live a frugal (but happy) life.
Objective 2015: increase passive income by (1) continuous investments [approx. 1200$/month] and (2) dividend growth. If (1) seems impossible: Spend less! Live a frugal (but happy) life.
Objectives for 2015 achieved. Portfolio yield y-o-y (14-15) approx. +16%, approx. +8% when excluding dividends from additional investments. Even when controlling for additional investments, overall portfolio value has increased slightly (but that's tertiary).
Long: AAIGF, AAPL, APTS, ARCC, BRG, CORR, CCLP, CCP, ETY, HCP, IRT, LVS, LXP, MAIN, MPW, NRE, NRF, NRZ, OHI, SNH, TCEHY, WPC, VER
Most recent purchases [latest on top]:
HCP (initiated again) CCP (initiated) VER (added) AAIGF (initiated) TCEHY (initiated) SCHD (added) EMR (added) OHI (added) WPC (added) MAIN (added) MPW (added) OHI (added) BRG (added) STOR (initiated) MAIN (added) EMR (added) EMR (initiated) LVS (initiated) AAPL (initiated) SNH (added) CORR (added) O (back again, took profits in January 2015) IRT (back again, took profits during recent sell-off in June 2015) STAG (added) WPC (first time + added) OHI (back again, took profits in January 2015 + added)
Most recent sales [latest on top]:
O (great company, but overvalued, I'll be back, profit)
STOR (taking profits)
UHT (HCP provides better opprtunities now, profit) HASI (I take the profits, wait for correction, profit)
FSIC (air is getting thinner, still good company, profit) KMI (good company, but do not fight the market, profit) HCLP (good company, but do not fight the market, loss) BACHF (situation unclear, profit) HCP (situation unclear, profit) O (love it, but overvalued, I'll be back, profit) OHI (love it, but overvalued, I'll be back, profit)
Investor in dividend stocks with a promising future ;-)
ABT, ADM, BBZ, BDX, CSCO, D, DE, FLO, GE, GIS, GPC, HASI, HD, HRL, IBM, JCI, JNJ, KHC, KO, LMT, MSEX, MSFT, MMM, MO, OHI, PAYX, PEP, PFE, PG, SO, QCOM,T, TGT, THW, UN, WMT, WTR
My investment style primarily focuses on finding or exploiting relative value. I try to focus on stocks where valuations can be easily quantified by cash-flow and earnings yield versus the initial investment and any R&D spend to get to the investment phase. You'll find a lot of my articles are about small-cap stocks with only a handful of projects which allows me to apply corporate finance valuations which help to determine my long or short focus recommendations. While I have extensive experience in investing, i'm new to publishing my analysis - Please bare with me while I continue to grow!
I have 14 years of direct investing experience in the following areas:
Gold & Silver (Physical)
I hold a PhD in the field of epidemiology a masters degree in public health. My undergraduate training is in policy, economics and the sciences. I have utilized my training in employment with government, academia, private industry and to further analyze the fundamentals and technicals of all manner of companies in different sectors. Specifically, I like to trade growth companies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies.
Each market day I get up at 530 am and begin working/analyzing data before my day job. I focus much on current events, earnings, and developments. I also work after market hours to cover after hours developments or interesting action during the day. I aim to conduct 2 analysis per business day, which helps me stay focused on my own finances.
I have been investing for about 10 years. I also enjoy trading short expiration options, and investing in stocks with 3-20 year horizons. I enjoy writing with Seeking Alpha to share my opinion and analyses. I am a large believer in the crowd source model championed by Seeking Alpha and believe every ounce of analysis and opinion should be considered when you invest your personal finances.
My background includes education in petroleum engineering and business and 15 years working with producers, midstream operators and utilities to bring oil and gas from the reservoir to the consumer. I understand in detail the full life cycle and value chain of oil, gas, and NGLs, from the physics of permeability and extraction to the economics of refinery turnarounds and utility load profiles.
I am interested in bringing focused, in-depth understanding to issues related to oil and gas investing. Industry expertise and a true understanding of how oil and gas is discovered, produced, processed, transported, marketed and consumed are vital to valuing investment opportunities in the fossil energy space.
Check out my comprehensive MLP report here: http://level2energy.com/mid-stream-energy-fundamentals/
Very interested in dividend growth investing (DGI) and building wealth for the future. I'm always open to new ideas, send me a message if you wanna chat about stocks or what not.
Taxable Account - AAPL, ABBV, ABT, F, GE, KO, PG, PSX, VZ
Roth IRA - CELG, CVX, DIS, GILD, JNJ, O, PEP, V