My name is Ron Smith, I am 64 years old and have been retired from a community college for two years. My portfolio AAPL APU AVA BCE CLX D DLR EMR GIS HASI JNJ KO KHC LMT LNT O OHI PAYX PG SO SE T UL VTR WEC
Retiree. 38 years of amateur investment experience. No professional education or experience in finance or economics. Educated mostly in political science (Ph.D., 1974), which has produced no measurable impact on my income or understanding. My primary interests (as an investor) are related to strategies for dealing with risk and uncertainty.
David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
"Wealth gained hastily will dwindle, but whoever gathers little by little will increase it." Prov. 13:11 (ESV)
Disclosure: my current DGI portfolio is a work-in-progress and includes AAPL, ABT, AVA, CAH, CMI, CNP, CSCO, CVX, D, DLR, EMR, GILD, GIS, HP, HRL, JNJ, KMB, KMI, KO, LMT, LOW, MCD, MMM, MO, NEE, O, OHI, PEP, PFE, PG, PM, PSX, SO, T, TGT, TMP, UNP, UTX, V, VZ, WEC, WFC, WPC, WTR, XEL and XOM.
52, trying to save for retirement, college for teenager, and a few fun family activities. Long many of the usual suspects (GIS, DUK, HSY, MMM, CMI, SO, GE, CVS, WAG, among others) and trying to increase savings. Burned by BAC, TYC, and GE and a couple of others while chasing yield; still smarting but learned from those hard lessons and doing much better now. Finally off the mutual fund racket except for a 401k that doesn't allow investment in individual stocks. Firm believer in buying and holding and DGI. No options.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Hi, my name is Dave. Retired Senior Manager after 35 years in Information Technology. Bachelor of Science in Mathematics, way back when. I'm managing my retirement dividend growth portfolio with an objective of higher than average current dividend yield coupled with annual dividend growth exceeding the long term rate of inflation. The goal is to use dividends to supplement my pension and Social Security income. I maintain a smaller,taxable growth oriented account to generate capital gains over the medium term to periodically refill a safe bank account for additional spending.
I am 60 and retired,I worked most of my life managing a small logging company in Southern VA. I never worked anywhere that offered a pension or 401K, so I started a IRA back in the eighties. The little I knew about stocks back then I learned from my DAD, a dairy farmer, who invested. I always focused on stocks that paid dividends, but after the recession I discovered Seeking Alpha and David Fish CCC List, and follow all the great authors there, now I look for Dividend GROWTH. In 2011 I did a lot of swapping of my holdings so most of what I hold now are on the champions list, as I hope never to sell them, just use the dividends they produce. AS my uncle use to say (Drink all the milk you want but leave the cow alone)
Mr. Billings manages three large personal stock portfolios utilizing a unique investment strategy. The strategy is called Invest.Trade Praxis and combines the elements of investing in blue chip dividend stocks, disciplined investing and periodic trading. He has published a book titled "Main Street Stock Investor", which is available at Amazon books.
Building a portfolio of dividend-paying high-quality stocks to create a reliable and growing income stream starting in 2014.
For anyone starting out new on this path, I suggest reading everything written by following folks: Chowder, David Crosetti, Dividend Dynasty, Mike Nadel, David van Knapp, Robert Schwartz, Six, RichJoy, Bob Wells, and David Fish (CCC list).
Also read Single Best Investment by Lowell Miller (free pdf available using Google search), The Most Important Thing Illuminated by Howard Marks, get access to MorningStar Dividend Newsletter and ValueLine reports (both usually free at your local library).
Business management professor and manager of husband's retirement account. I grew up learning about the stock market at my Dad's knee, literally. Many of his values hold true today. It took me a few years of investing to appreciate that what is boring is really quite exciting. Father knows best!
Invest in high quality companies with long history of paying and increasing dividends.
Long AEP, CHD, CSCO, CVX. EMR, FEN, GE, GILD, GIS, HCN, JNJ, KMB, KMF, LMT, MCD, PFE, PG, PPL, SBUX, T, VTR, and others
I began redeploying assets from mutual funds and cash into Dividend Growth stocks in Fall 2013. Current positions: Consumer Staples: KO,PM,PG,PEP,UL,GIS,CLX,DEO,MO Energy: CVX,XOM,ESV Telecomm: T,VZ, Consumer Discretionary: MCD,TGT,ROST Healthcare: JNJ,GSK,GILD,ABBV,AMGN Industrials: LMT,GE,DE,TGH,EMR,CMI,ETN,BA,UPS Tech: AAPL,CSCO,IBM,QCOM Real Estate: O,OHI,HCN,VTR Utilities: SO,AVA,DUK,WEC,D,NGG T Materials: BBL Financials: WFC