Single male 60,retired for now,. IRA HOLDINGS: AAPL,AFL,,,COP,,KMI,KO,MO,NNN,OHI,PM,T,VZ,CVX. DGI HOLDINGS: GIS,HCP,K,KRFT,O,AEP,CL,COP,XOM,HCN,JNJ,KMB,,PFE,RAI,SO,SBUX,PG,,WEC,DUK,VZ,MMM,PEP,EMR,QQQ,BRK/B,BMO,RY,BCE,UL,,VTR,WPC,WMT,BOA,HON,ADM.XLV DI HOLDINGS: COP,CVX,DOW,ETJ,ETV,JFR,MAIN,NUV,O,PCN,PPL,T,TUP,VKI,PGF,PGX UPDATED 3/15/16
VZ, T, PSEC, COP, GE, IBM, SDRL, KMI, RDS.B, XOM, LO, MO, PM, LMT, BAC, SO, HCN, PG, LNT, D, AVA, MDLZ, OHI, LNCO, O, KRFT
Quarterly (and some monthly) dripping and fripping.
An independent investor. At age 56, I retired in 2015 and I'm looking forward to what lies ahead. After 34 years of working for a global Dividend Aristocrat and traveling internationally for the last 15 years, I now have the time to do the things I want to do on my schedule. From an investment standpoint I have been navigating the maze of stocks, bonds, and mutual funds for over 30 years and during that time I have learned a lot. Generally, it's been a good ride, and hopefully I have learned from my mistakes. I am currently focused on transitioning my existing stock portfolio to build out a DGI portfolio which will provide additional income in retirement. Current stock positions include: T, JNJ, GILD, MMM, BAC, USB, C, CMI, O, MBLY, PG, HD, XOM, AZO, BX, UNH, V, SWN, MO, GE, and FAST.
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, BOSSY, BRG, CCLP, CCP, CORR, CPOKY, EIFZF, ETJ, ETY, IRT, LVS, LXP, MAIN, MPW, NRZ, OHI, SBUX, SNH, TCEHY, WPC, VER
Most recent purchases [latest on top] [see StackTalks]:
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] [see StackTalks]:
BRG (trimming to take some profits)
NRF/NRE (no promising development, loss)
HCP (dividend future blurry, profit)
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)
I am 40 and would like to retire before 60. I am fortunate to work for a state government and I am vested in their pension. So, I am set when I turn 60+. Because I don't have to worry about saving for a normal retirement age, I have been able to put almost all of my savings towards the goal of early retirement, by investing in a taxable brokerage account.
I'm a writer for one of the country's largest pop-culture-type magazines and, at the same time, I am one of the world's worst investors. Did I sell an apartment in Manhattan's Flat-Iron district in late 1999, because I feared the Y2k problem? You bet I did. And so it has gone.
Even so, at the age of 60, I have managed to broom together quite a tidy little pile. And I hope to keep it. And grow it. Though I have my doubts, given my investment history, that any of this is possible in the long run. Or even the short.
Herein lies a chronicle of the life & times of my money.
I'm late to the party. My savings languished in a low-interest bank account for years. This past year, I finally figured out that I need to invest it if I want my money to increase! I would like to retire in 10-12 years but I'm not sure I'll have enough income. So I'm spending a lot of time on Seeking Alpha now, to make up for my lack of investing knowledge. :-)