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Roberto Sfeir graduated from Northeastern University with a degree in Finance.
Worked at JP Morgan & Chase in hedge fund services.
Contributed in Northeastern University's mutual fund, 360 Huntington Fund.
Prior to that, he worked at the oldest mutual fund in the United States: MFS Investment Management.
Prior to MFS, he worked in the telecommunications company Nokia Siemens Networks.
"There can be few fields of human endeavor in which history counts for so little as in the world of finance. Past experience, to the extent that it is part of memory at all, is dismissed as the primitive refuge of those who do not have the insight to appreciate the incredible wonders of the present."
-John Kenneth Galbraith
40 year old Mechanical Engineer and now self directed DG Investor living in Northern Ontario
I started to investigate the dividend investing strategy in 2010, it took me until 2012 to actually do anything about it (new jobs, new houses, new kids, fear of the unknown and perceived increased financial risk). Derek Foster’s books initially got me interested in DGI.
It wasn’t until I started helping my mom with her finances after my father passed away (during great recession) that I realized their financial advisor had as much accountability as the weatherman…maybe less. I knew it was in my best interest to take control of my retirement and I’m now fully self directed and loving it. Of course wishing I started sooner and the chance to have the great recession to do over….
Holdings in no order at all:
AFL, T, SU, CNQ, KO, XOM, GIS, JNJ,O, TGT, IBM, MA, MAT, MCD, PEP, PG, ROST, SBUX, VZ,ENF, TD, RY, BNS, BMO, CM, NA, PGF, BCE, CAT, DE, CVX, CSCO, CJR, EMA, FTS, HYH, KMB, KMI, KRFT, NSC, OHI, RCI, SJR, SO, SU, T, TCL, GE, EMR, WBA
I have been a dividend investor since my retirement in late 2003. I diversify by sector, domestic vs. international, and by cap size. I do not invest in stocks that don't pay dividends. I am risk averse and limit my investment in a single equity to 1% of my total assets or less. As a result of this 'rule', I have more than 100 equities in my portfolio.