Started active trading in 1982. Have experience across futures, bonds, stocks, CEF/Preferreds and options. I have professional advisors on the large majority of our family holdings but reserve a portfolio to trade and enhance our income. Primarily I buy CEFs and write options in that account.
1. Don't lose.
2. Don't lose much.
Eli Inkrot is a writer. Check out his website: thecurrencyoftime.com, his articles here on Seeking Alpha or his book - "You Don't Have A Money Problem" - on Amazon.com.
Additionally, here is a quick bio:
Eli has held the title of Vice President and Portfolio Manager at EDMP Inc. - a money management firm - along with Vice President for F.A.S.T. Graphs - a financial software company.
Prior to that, he began his investment career as an analyst in private real estate for a public pension fund. During his time in real estate he was the lead for a variety of accounts with net asset values totaling nearly two billion dollars. Eli received a Master’s in Finance from the University of Tampa where he earned “highest honors” whilst receiving the distinction of being named the “most outstanding graduate student.” He also holds undergraduate degrees in both Economics and Business Administration from Otterbein University, graduating “magna cum laude” with distinct honors in each major. During his tenure at Otterbein, Eli was a member of the varsity golf team, held the departmental Senator position for Business, Economics and Accounting and studied abroad in the Netherlands.
After 8/28/16, I will be writing no more than 4 substantive Instablogs per year. Those blogs will be published in March, June, September and December.
Those blogs will concentrate on matters relating to portfolio positioning.
I will be posting substantive comments to my last published Instablog.
I have not used, nor will I even contemplate using SA's Instablog service as free advertising to sell a subscription service.
I have never received any compensation for the posts published at my blog website or here at SeekingAlpha. I am simply passing on what I have learned as an investor over 4+ decades free of charge. In all of my 2000+ posts since early October 2008, the primary purpose was to provide a framework for rational and fact based investment decision making that will hopefully reduce the number of errors made. That goal has been accomplished for the very few investors who have some interest in receiving it.
My most basic investment strategy is to focus on income generating securities and then to invest the cash flow into more of the same, creating a compounding impact over a long period of time. I will invest in securities throughout the capital structure on a worldwide basis. I am now and have always been a cautious total return investor (income + capital appreciation). A focus on income generation simply means that income generation through interest or dividend payments is an important part of my total return objective. I am no longer in an asset accumulation mode. Capital preservation is more important than capital appreciation. Income generation is only one aspect of an objective evaluation of potential rewards balanced against potential risks. After several decades of "turtle" investing, which sometimes requires me to pull my head back into the shell and to cease foraging in stock land (e.g. 1999), I am now admittedly absurdly diversified due largely to one of my risk management techniques that limits my monetary exposure to the securities of a single company. My monetary exposure is largely dictated by a balancing of potential risks and rewards taking into consideration income generation and potential for capital appreciation. As a risk control trading technique and in furtherance of my capital preservation emphasis, I will frequently use the natural volatility of a security to gradually build up a position, selling the highest cost shares on price spikes and buying back those shares when the purchase is lower than my average cost per share usually by more than 5%. The general idea is to lower my average cost per share over time with tax efficient share dispositions, thereby increasing my dividend yield for the remaining shares. I have also been a practitioner of dynamic or tactical asset allocation that will be driven by my big picture views, including my Vix Asset Allocation Model, as well as my opinions about the relative risks and opportunities of various asset classes. I was born in 1951, and started to invest in stocks when I was 16. I am not a financial advisor, but simply an individual investor who has been managing my own money for my adult life starting when I was a teenager. All of my brokerage accounts are cash accounts. I have never bought stock on margin. I have not added money to any of these accounts since 1984 and have used those accounts to fund my annual IRA contributions. I started my web site, Stocks & Politics, in October 2008 to do whatever I can to help individuals become better investors, which requires a lot of hard work and effort. After over 2000+ blogs, mostly long ones, I came to a realization that my time consuming and laborious efforts have been mostly futile and have been rewarded at best with faint praise. I will no longer be posting there. I would still emphasize that it is important for individuals to become as knowledgeable as possible before making any decision, with every individual taking full responsibility for their investment decisions and to prepare accordingly, which is what I try to do. The Twitter Generation will need IMO far greater investment skills than previous generations given what I now perceived about future U.S. economic conditions.
I am an individual investor in my early 50's and focus on investing in dividend-paying and dividend-growing stocks with a long-term horizon. My goal is to generate at least 50% of my retirement income from dividends and rest from other investments like real-estate (rental) etc. I have been investing for the last 20 years and consider myself a reasonably experienced investor. I plan to share my experiences by way of writing one or two articles a month.
I am a CPA licensed in the State of New Jersey, currently working in a boutique accounting firm.
I am an avid reader of Benjamin Graham's works and apply his methods of analysis when researching investment opportunities.
AB is a research-driven investment firm that combines investment insight and innovative thinking to deliver results for our clients. At AB we believe that research excellence is the key to better outcomes and as a result we have built a global firm with exceptional research capabilities. We offer a broad array of investment services that span geographies and asset classes to meet the needs of private clients, mutual fund investors and institutional clients around the world.
Mr. Melman no longer regularly posts comments. He has a fan club of stalkers who report most of what he posts. This caused him to be "suspended" for most of 2015.
If you are reading this and wondering if it applies to you, then yeah, it probably does. Thanks for nothing.
SA's brain-dead comment moderation policy, and the steady decline in article quality during 2015 as most authors have gone behind the "pay wall", makes this a lot less useful place than it was just a couple of years ago.
Gratian is private self directed investor, managing Roth IRA & Traditional IRA retirement accounts, plus taxable accounts constructed to provide additional income to existing employer sponsored retirement plans.
Gratian is a contrarian investor with a fondness of investing in companies that returns a share its profits to him as additional income. Gratian is always in search of opportunities to buy specific investments when the majority of investors appear to be doing the opposite.
The Intelligent Investor - Benjamin Graham
‘Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.’ - Warren Buffet
My wife and I are now retired. We live off SS and the income from our portfolio. My investments are all income producers and include dividend growth stocks like T and MO, some higher yielding low growth issues like PNNT. and others in between. About 25% of my income comes from fixed income preferred issues. When I was younger I was more into growth, but my goal was to switch to income and live off that. So that is what I have achieved today. I also work as a tax preparer for the 4 months of tax season.
Accounting degree from SUNY , Vietnam Vet and retired Army (Infantry) Major (Active Duty and USAR) . Retired Dept of Defense Supervisory Auditor and now full time (pending spouse approval on a recurring basis) Trader.
However I am mainly a DGI investor, but into total return w/ minimal dividends in my taxable portfolio and trading account.
I am no market wizard, as the Market has been a humbling mistress. However despite missteps I have been able, over 4 decades, to build a 7 digit portfolio.
Stocks, Real Estate, and gas leases (these 2 were stumbled upon just as I am a bumbling handy man and an avid outdoorsman) have blessed me beyond my humble expectations. Over the past few years I have enjoyed the wisdom of Chowder, Dave C., Rose, George A., DVK, Chuck C. and countless others who I look on as inspirational ,filled with common sense.
Larry Swedroe is director of research for Buckingham Asset Management (www.investmentadvisornow.com), a Registered Investment Advisor firm in St. Louis, Mo and an independent member of the BAM ALLIANCE (www.thebamalliance.com). He is also director of research for BAM Advisor Services, LLC (www.bamservices.com), a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. He has authored seven more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), Wise Investing Made Simple (2007), Wise Investing Made Simpler (2010) and The Quest for Alpha (2011), and Think, Act, and Invest Like Warren Buffett (2012).
He also co-authored five books: The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006, with Joe Hempen), The Only Guide to Alternative Investments You’ll Ever Need (2008, with Jared Kizer) and The Only Guide You’ll Ever Need for the Right Financial Plan (2010, with Tiya Lim and Kevin Grogan), Ivestment Mistakes Even Smart Investors Make (2011, with RC Balaban) and Reducing the Risk of Black Swans (2013 with Kevin Grogan). He writes the blog Wise Investing for CBS’s personal finance Web site http://www.cbsnews.com/search/author/larry-swedroe, He also writes for IndexUniverse.com http://www.indexuniverse.com/sections/index-investor-corner.html and you can follow him on Twitter (http://twitter.com/larryswedroe).
Shreya has experience with and exposure to the financial industry through her previous roles and internships at various firms.
She has passed Level II of the CFA exam.
Her writings focus on long value investments, portfolio strategy, and small-cap investments. She is also interested in options strategies.
Note: Shreya Mathur is NOT a registered investment advisor and investors should perform their own research and due diligence before investing.
Have been investing for myself and my family for over 50 years. Retired sociology professor who also started and sold 3 retail stores over my career in teaching. Since I am retired, i am looking for stocks that pay dividends and offer some growth to keep up with inflation.
Our team is based in Chicago and New York with experience at Google, The Wall Street Journal, Bear Stearns, Lehman Brothers, Tribune and WallStreetView.
YCharts visualizes massive amounts of market information to identify companies with long-term competitive advantages and appropriate valuations. Fundamentals matter and we believe it’s important to understand how companies perform over time and relative to their peers. We cover over 20,000 U.S. & Canadian companies and manage over 40 million investor trends in real-time.
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
I am an associate at a Fortune 500 investment bank. My expertise is in high yield debt instruments. We focus on issuing bonds and various other types of securities to raise capital. I also specialize in leverage finance and restructurings for large corporations. My team works with management to develop debt strategies that would help maximize the revenue potential of the company. My job primarily revolves around maximizing value for shareholders. I believe the market often gives investors great opportunities. With proper-in depth analysis you can find these opportunities and realize fantastic returns.
Nothing I write should be considered investment advice. Only you can decide if any specific financial asset, security, allocation, opinion, idea, etc. is best for your financial portfolio.
Author of two books, available here, Options Strategies Every Investor Should Know and The 5 Fundamentals of Building a Retirement Portfolio (both available in paperback and eBook).
Robert Hauver, MBA, is a Registered Investment Advisor Representative. He publishes The Double Dividend Stock Alert, a monthly investment newsletter that features the best dividend stocks and option selling strategies for income investors.
TipRanks rates DoubleDividendStocks in the Top 25 of all financial bloggers.
The https://www.DoubleDividendStocks.com website also features High Dividend Stocks By Sector Tables, and Covered Calls & Cash Secured Puts Tables, a Dividend Stocks blog, and a a Stock Market News & Data page. 845-225-4094
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research. You can become a subscriber here: https://gumroad.com/l/HmqJx
Founder and Portfolio Manager of The Guardian Opportunities Leveraged Fixed-Income Fund (ISIN LU0705057627)
Ariel's career path includes senior positions with Bank Leumi USA (New York), Coutts Bank Ltd (Zurich) and Royal Bank of Scotland (London).
Ariel has held Investment Advisory licenses in Israel and the United States. He is a CPA and has a BA in Accounting and Economics and an MBA (Finance)
Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net worth individuals. He has been involved in money management for more than 25 years. Mr. Lydon serves on the Board of Directors for U.S. Global Investors, Inc. and Guggenheim Investments. In early 2010, Mr. Lydon helped create the CNBC Model ETF Portfolios. Mr. Lydon is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is Co-Founder of Virtual Summits, educational virtual events for financial advisors.
Visit his site: ETF Trends (http://www.etftrends.com/)
The ETF Virtual Summit is the largest exchange traded fund (ETF) investment conference in the world. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the ETF industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.ETFVirtual.com.
The Alts Virtual Summit is the leading Alternative Investment conference for financial advisors. ETF Trends and RIA Database host this complimentary, interactive conference that exists completely online. The virtual showroom features keynote speakers, panel webinars, an exhibitor hall, a networking lounge and hot topic forums. Designed exclusively for Financial Advisors, this conference allows you to interact with experts in the Alternative Investment industry in a unique, virtual environment, avoiding the hassles and costs of traveling. Details on the conference, including agenda, past attendee statistics and sponsor information can be found at www.AltsVirtual.com.
David Landes is the founder and CEO of BondsOnline Group, Inc. a suite of financial information and data websites for fixed income investors, and financial professionals. The sites, BondsOnline.com, PreferredsOnline.com, BondsOnlineQuotes.com, and Ratecurve.com provide levels of data and analytics suitable for individual investors seeking "Income Investor Tools", and for tax and valuation professionals seeking specific benchmark valuation data. Yield and Income Newsletter provides monthly surveys of income opportunities for investors.
The company, and I, also developed and sold an e-commerce network for municipal bond issuers and underwriters to transact new issue origination, used by all major participants in the municipal bond markets.
When not focusing on business, I am involved in guiding development of bicycle pathways and trails in Jackson Hole, WY and in avalanche forecast activities in the Tetons and surrounding mountains, and in using the recreational features of the area.
I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor.
I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street.
I do not post for compensation, as I am concerned that editorial policy encourages and pays a premium for articles that invite the reader to speculate on the short term movements of microcaps, penny stocks, and controversial issues. The best way for me to monetize my insights is to invest accordingly.
As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.
I was trained in finance, but work in strategy. I invest very infrequently, and balance my portfolio once a year. I buy and hold hold indices and volatility ETFs. I trade a little bit on the side, but that's pure gambling, for fun.