PRIMARY OBJECTIVE: ... Income Replacement!
Escape velocity is the speed that an object needs to be traveling to break free of the planet's gravitational pull and leave it without further propulsion.
This portfolio is looking for the point where the income being generated can allow the holder of this portfolio to escape the gravitational pull of the market and economic forces of worrying about share prices.
The objective is to generate enough income from assets that the only selling of shares will become an option, not a necessity to survive. Therefore, with enough income being generated, it minimizes the fear of meaningful market corrections as dividends are based on the number of shares owned, not the share price.
As director of research at Portfolio123, I have long specialized in rules/factor-based equity investing strategies of the sort characterized as “Smart Alpha” in the July 2014 Journal of Portfolio Management. In addition, I formerly managed a high-yield fixed-income fund and conducted research involving quantitative asset allocation strategies such as are at the foundation of what today has come to be known as Robo Advising. I formerly edited the the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line. I have long had a passion for investor education, which has resulted in my having conducted numerous seminars on stock selection and analysis, and the authoring of two books: Screening The Market and The Value Connection.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Brian Nelson is the President of Equity Research at Valuentum Securities, an investment research firm serving individual and institutional investors, as well as financial advisors. Before founding Valuentum, Mr. Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst, covering aerospace, airlines, construction and environmental services companies. Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Get to Know Brian:
Brian led the charge in developing Morningstar's issuer credit ratings, developing and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion. http://select.morningstar.com/welcome/credit/pdfs/Morningstar_CashFlowCushion.pdf
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, and the Money Show.
Mr. Nelson is very experienced in valuing equities, developing Morningstar's discounted cash-flow model used to derive the fair value estimates for the company's entire equity coverage universe.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Mr. Nelson is also a contributor to Seeking Alpha and an opinion leader in the Industrial Goods space.
You can reach Brian at email@example.com.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
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Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
I have 10 kids and 28 grand kids with 3 great grand kids now.
I bought my first stock a good 70 years ago and have been trading dividend paying stocks and profiting from them for well over 50 years now. I sell when I think it is needed but I buy for the long term. I am somewhat of a bottom-fisher - I like to look for the deal on a company I want to own anyway.
I have traded commodities in the past, but I prefer to use ETFs for them instead of buying them now as they trade easier and make it easier to keep my two personal portfolios balanced overall.
In my Core Portfolio - I keep at 85% dividend paying stocks with a 7+ year record of RAISING them along with 15% Gold and Silver. I rarely sell these but spend time weekly on each one keeping up with the news and reports on them.
In my Speculation (or Exploration) Portfolio - I keep stocks that cut their dividend and were sold, but re-purchased them when they dropped to a point where they are attractive again. A trade sequence on these usually ends up with me having a zero-cost basis for the shares I kept and cash ahead also. I also keep stocks in this one that I know are trading in a channel so I buy low and collect dividends until they go back up to my target price and I - again - have a zero cost-basis and free stock when I sell. This is also where stocks that I have found attractive because of low value metrics and are trending up are kept for as long as I am in the trade. As Jesse Livermoore said "No stock is too low to sell or too high to buy." He made millions by following the trends and never lost money unless he went against his own disciplines. I try to keep that in mind with my trades.
I have had a wide range of jobs in my lifetime - Law Enforcement, Professional Gambler and Gold Prospector among them. I use my experience to help me figure out what comes next.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.
Patrick Harden is a Certified Public Accountant with three years of experience in auditing publicly-traded real estate investment trusts and an additional nine years of involvement in the mortgage finance industry working at a publicly-traded U.S. bank. He has been closely following the mortgage REIT sector for over eight years now.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
MIke NO LONGER posts on Seeking Alpha.
Mike Stathis is the Managing Principal of Apex Venture Advisors, a business and investment intelligence firm for the private and public markets, serving the needs of venture firms, corporations and hedge funds.
Mike’s work in the private markets includes valuation analysis, deal structuring, and business strategy. His technology focus is in healthcare, specifically biopharmaceuticals and telemedicine. In the public markets he assists hedge funds and corporations with investment strategy, valuation analysis, market forecasting, risk management, and distressed securities analysis.
As one of the few who predicted the financial apocalypse in detail, Mike has been particularly active helping hedge funds navigate the real estate and banking crisis. The accuracy of his predictions has positioned him as one of America’s most insightful and innovative financial experts.
The public markets division of AVA, or AVA Investment Analytics, now provides the same cutting-edge research to individual investors (http://www.avaresearch.com/).
Mike is also a prolific author. Each of his books delivers industry-leading insight and analysis, recognized by some of the top experts in the world.
His 2006 landmark book, “America’s Financial Apocalypse,” serves as the leading resource for understanding America’s depression.
Meanwhile, his first book, “The Startup Company Bible for Entrepreneurs” is used in several business schools as a required text for completion of the MBA program.
Prior to Apex Advisors, Mike worked at UBS and Bear Stearns, focusing on asset management, institutional brokerage and merchant banking. Books published:
* America's Healthcare Solution (2010)
* The Wall Street Investment Bible, Volume I (2009)
Table of Contents >> http://www.avaresearch.com/files/20090422172428.pdf
* America's Financial Apocalypse: How to Profit from the Next Great Depression (2006 & 2007)
Table of Contents >> http://www.avaresearch.com/files/20090514024432.pdf
Excerpts >> http://www.avaresearch.com/files/20090430110359.pdf
* Cashing in on the Real Estate Bubble (2006)
Excerpts >> http://www.avaresearch.com/files/20090430110359.pdf
* The Startup Company Bible For Entrepreneurs (2005)
I'm the lead investment research analyst for income and dividend investing at Investors Alley, an independent investment research service. My primary role is editor of several investment advisories bringing deep dive research and actionable income and dividend investment recommendations to investors. These advisories include The Dividend Hunter, 30 Day Dividends, and Tax-Smart Income Hunter.
Prior to joining Investors Alley, I was a stock broker, a Certified Financial Planner, and an F-16 fighter pilot and flight instructor with the United States Air Force. In addition to my primary duty of flying the F-16 to defend our nation's skies I was an instructor in the F-16 Flying Falcon as well as the OV-10 Bronco. During my time in the service I was stationed at various military locations in including Osan AB, Korea, Patrick AFB, Florida, and Nellis AFB in Las Vegas. I graduated from the United States Air Force Academy with a degree in mathematics.
It was during those years when I was a Certified Financial Planner and helping families and individuals plan their finances and make wise investment decisions that found my second passion in life: investment research. (Flying was and still is my first.)
My area of specialty is evaluating income generating investments to find the combination of sustainable and growing dividends, special dividend opportunities, and share price appreciation driven by management's commitment to dividend growth. I have a particular emphasis on master limited partnerships, business development corporations, and real estate investment trusts.
I've previously written for USA Today, The Motley Fool, eHow, SFGate, Chron.com, Wikinvest.com, Moneynews.com, iStockAnalyst, among others, and have contributed vast firsthand research to a major provider of data on master limited partnerships, another area of extreme interest to me. Along with my duties with Investors Alley I'm a regular contributor to Seeking Alpha.
In addition to the articles posted here on Seeking Alpha you can find my investment analysis on the Investors Alley website and the weekly newsletter, The Market Cap.
Alan Brochstein, CFA, was the first investment professional to devote himself to sharing his observations about the cannabis industry from an investor's perspective publicly. He runs 420 Investor, a subscription-based due diligence platform for investors interested in the publicly-traded cannabis stocks and is also the founder of New Cannabis Ventures, a content aggregation site focused on investors and entrepreneurs in the cannabis industry.
Alan has worked in the securities industry since 1986, primarily with the responsibility for managing investments in institutional environments until he founded AB Analytical Services in 2007 in order to provide independent research and consulting to registered investment advisors. In addition to advising several different hedge funds and investment managers, including Friedberg Investment Management, where he participated as a member of its investment management committee, Alan was also a senior analyst for the independent research firm Management CV. In 2008, he began providing a first-of-its-kind subscription-based service for individual investors, Invest By Model, which offered two different portfolios that investors could replicate in their own accounts for $20 per month. Alan also offered The Analytical Trader at Marketfy, where he used fundamental and technical analysis in a disciplined process to offer specific trade ideas geared towards swing traders.
Alan launched www.420Investor.com in late 2013 as the premier source of information for "Green Rush" investors seeking to capitalize on the proliferation of legalized medical and recreational cannabis. In March 2014, Alan, who is a member of the National Cannabis Industry Association, began to focus solely on the cannabis sector. He launched www.NewCannabisVentures.com in late 2015.
You can follow Alan on Facebook (www.facebook.com/420investor) or on Twitter (https://twitter.com/Invest420). Alan also moderates a large LinkedIn group focused on the cannabis industry, Cannabis Investors & Entrepreneurs (https://www.linkedin.com/groups/6523904)