I am following the example of several other Seeking Alpha contributors who publish their stock portfolio. I do so to give greater insight into some of the comments I write. For better understanding, I separate my portfolio into three categories: 1. Taxable, 2. Roth IRA, and 3. SIMPLE IRA. My Stocks (using only stock symbols). Unless otherwise noted, all dividends are reinvested in the stock/ETF/mutual fund that generated them. Stocks held in my taxable accounts: MON, WAG, XOM, OKS, PAA, PNG, EMR, CWBFX, ANCFX, AMECX Stocks held within my Roth IRA accounts: BBL, BP, COP, EXC, NEE, NEE-F, NUE, PCY, PG, PEP, PSX, SSL, SYY, UNP, WM, Alltel Bond 6.8% 5/1/2029, MON Bond 5.5% 7/30/2035, AHITX, CAIBX, CWGIX, SMCWX, AWSHX (Use the bond proceeds to fund other stock purchases. The royalty trust proceeds of VOC are also used for other stock purchases). BP divdends are taken in cash as well. Stocks held within my SIMPLE IRA account: CWGIX, NEWFX, JNJ, ABT, ABBV, APD, AFL, INTC, OLN, WR Portfolio Statistics (for illustrative purposes only – as of 9-12-12) Current Yield: 3.25% Yield on Cost: 4.26% About Me: I am in my early 30's and live in a rural Kansas. I am an accountant by trade but have been investing in stocks regularly since I was 18. I purchased my first stock when I was 12. It was a "penny stock" I thought would skyrocket. It was my first stock loss. My next stock purchase came in high school, Nike (sold in college for a small loss), and later in high school, Harley Davidson (sold shortly after graduating from college for a sizable gain). I have learned much since those days and began following the "Dividend Growth" investing strategy in 2008 (glad I did as I have some nice capital gains). I consider my strategy Dividend Growth Investing with a Twist because I hold bonds and royalty trusts in my Roth IRAs to boost income since I am limited to only a $5,000 yearly contribution. Additionally, I also hold (and will consider purchasing) companies who do not raise their distributions every year. The minimum dividend percentage I like to have in order to invest in a stock is 2.5% but will consider a smaller percentage for a company whose story I like. I am very grateful for the many contributors on Seeking Alpha who have helped me refine my strategy in the last four years!
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
I run the long-term investing website "The Conservative Income Investor" which can be found at: www.theconservativeincomeinvestor.com
Retiree interested in stocks and financial instruments, especially dividend producing stocks. In the 20th century, I was an electrical engineer with Dominion Resources. I use a dividend growth investment style. Quick rules of thumb for complex questions, like fair value p/e using the Gordon model, price = growth and total liabilities/total assets ratio for leverage calculations provide a starting point for my investment decisions. As a retiree, preservation of capital is paramount.
On October 31st, 2014, I retired. Turned in the keys to the company car, gave them my computer and my account lists and joined the ranks of those who "slipped off into the sunset." I never thought in retirement that I would be this busy. It's fun. Time with the grandkids, time to perfect my cooking skills, and time to travel and check off the things on my bucket list. I should have done this a long time ago.
Investing is never ‘no sweat’ but how about some 'low sweat' investing? That’s what I call my personal investing approach, which I think can work well for people living on their portfolios (or planning to).
My approach is simple: a diversified portfolio of stocks with dividends that rise to offset inflation, high quality fixed income investments, as well as a few higher yielding diversifiers like REITs and other alternative asset classes. I've been investing this way since the bear market of 2000-2002 and it has served me well in good markets and bad.
I’m an everyday investor living in a California beach town. Before deciding to support myself solely through investing (which is making money) and writing (which is making no money) I worked for a large advertising agency.
I’ve researched and written a number of articles and other posts on Seeking Alpha, mostly about dividend-growth stocks, but also on ETFs, the stock market and the economy. I also reviewed three books, including a couple of offbeat ones for financial adventure lovers.
The articles (and many of the Instablog posts) include references and links to the important numbers, news, studies, analysts' views, and strategists' outlooks I uncovered in researching the stories. That way, readers who want to know more can check it all out, or just dig deeper into an item or two that interests them most.
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.
I write about dividend growth stocks on my website www.dividendgrowthinvestor.com.
I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations.
I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders on my website. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better.
Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp