CPA and investor for over 40 years. Retired in early 2014 after 35 years in the retail industry with various firms as CFO, controller, and administrator. Have been building a dividend growth portfolio since 2011, but with so many stocks overvalued, it is still a work in process. BSBA from Boston University, MST from Bentley College.
carefully investing but more often investigating; have had 6 decades of remembered losses in both public markets and private placements. Still a board member of a nonprofit and still holding shares in companies seeded long ago but not yet having reached their investor exits. Trying to be thoughtful about investments and enjoying the experience. Becoming less current all the time, likely finding me to be a doddering old fuddy duddy for anyone reading what I post here.
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
I started actively investing in 2012. I retired in 2013 (age 48) and my wife and I moved to Costa Rica. My primary objective is to create income for living expenses. My strategy is to boost the income from dividend stocks with Covered Calls and Cash Secured Puts. Admittedly, when I started investing I chased yield. It was 2012 and everything seemed to work. Over time I have learned through experience to become more conservative. My portfolio is ~25 dividend stocks with a blended yield of 4-5%. I use the tactics of Covered Calls and Cash Secured Puts to boost income with a total income goal of 10%. I also use the tactics of a 25% trailing stop and position sizing of 4-5% to manage risk.