I have been an investor for many years. Settled on REIT's as a retirement strategy in 2007. Since I am retired and I can spend a great deal of time tracking a considerable amount of data on current holdings and potential purchases. My focus is not on the current value of my portfolio since I do not plan on selling stock to live on. The focus is on the dividends and the number of shares I hold that pays those dividends. Even in 2008-2009, when the value of my holding dropped in half, I still had excellent dividend payouts. I made over 300 trades in 2008 and 2009 buying and selling and by the time the market started to recover in mid 2009, I had doubled the number of shares I owned. Good thing since my percent payout went from 25% in 2008 to 13.7% in 2009. Now it is running a little over 15%.
I am a keen dividend growth investor with a new found passion in the stock market and buying income on sale.
Although a fan of the lower risk DGI method, I am all in for financial freedom and attempting to retire by 30. I am therefore willing to take on more risk to get there and I am now investing into higher yield stocks predominantly MReits, BDCS and Reits. I firmly believe that this approach will get me there faster alongside investing in undervalued dividend growth stocks that will compound better in the long run.
I am looking at a complete 50/50 split of DGI growth stocks for stability and 50% high yield alternatives. I am now looking into Reits, MReits and BDC's for my journey to financial freedom.
My first bad experience was in Oct 1987, whenI lost my shirt but kept my pants. Every day I learn. Like to give a shout out to Apple for an unpleasant relearning of the importance of margins.
Some trading is based on dividend ex-dates and valuations. Also do a fair amount of trading in energy stocks. Always have a sense of the macro investment environment and look for stocks in the sectors with an advantage.
I like open minded investors, who will buy a stock based on the valuation.
Follow SEC form 4 fillings and keep watch lists based on insider buying - like to see a cluster of insider buying or a lot of insider purchases over a long term. Like lots of cash and no debt on balance sheet.
Will buy almost anything if it is cheap enough and there seems to be a catalyst.
Look at the financial statements very carefully.
As an investor I have a lot more failure than success under my belt. I'm a poster child for how not to do it. I'm still seeking that ultimate trading strategy which will have a measure of automation and the perfect balance between risk and reward...
Currently own ARR, MFA and PSEC.