Michael Baglio, (anagrammatically, "HiloBeMagical"), is the founder of The ACIEM Foundation- providing Assistance to Children with Inborn Errors of Metabolism. The ACIEM Foundation serves children with genetic errors whose life-saving treatments are under-covered by insurance and government assistance programs. We provide financial assistance to these families in need, so that each child affected with disorders of metabolism may have the specialized foods, formulas, and dietary supplements necessary for the best chance possible for normal development. Since disorders of metabolism commonly last a lifetime, our mission is long-term in nature. Once the ACIEM Foundation commits to helping a child in need, we will do so for as long as the child needs us. "We help the forgotten children." http://aciemfoundation.org
Building a portfolio of dividend-paying high-quality stocks to create a reliable and growing income stream starting in 2014.
For anyone starting out new on this path, I suggest reading everything written by following folks: Chowder, David Crosetti, Dividend Dynasty, Mike Nadel, David van Knapp, Robert Schwartz, Six, RichJoy, Bob Wells, and David Fish (CCC list).
Also read Single Best Investment by Lowell Miller (free pdf available using Google search), The Most Important Thing Illuminated by Howard Marks, get access to MorningStar Dividend Newsletter and ValueLine reports (both usually free at your local library).
Late 30's investor trying to adopt the dividend growth strategy. I have made some poor decisions in the past like not staying completely invested. I am currently almost all cash and would like to slowly invest my way back into the market.
I am tracking my progress of my real portfolio at our blog http://findependence2030.blogspot.com/
Stocks: T CVX XOM BAX GILD AMGN NVO UNH BCE KMI RDSB SO HCP BNS TROW MA TRV PX BBL QCOM MSFT AAPL GOOGL JNJ GIS ADM PEP KO HSY MO PM DIS SBUX UNP UTX.
ETFs : XLE AMLP
Funds: VWELX VWINX VGENX VGTSX
Defensive / Value investor. Practice 4 P's ( Protect, Preserve, PATIENCE with Perspective ). 30 years investing with last 15 using SWAN disciplines. Next 20-25% correction converting to ALL IN DGI with no ETF's , funds, CEF's BONDS or commodities. Hopefully this can take place over next 3 years by 2019/2020............. Semi retired with a current portfolio of 50+ stocks, commodities and a handful of funds all with Vanguard. Looking to reduce / focus on Higher Quality stocks by end of 2017. Zero debt is the only way to get to SWAN heaven .....No mortgage or tuition payments done as of 2015......... Live in the Boston / New England area my entire life. Avid follower of Chowder, DVK, Mr. Fish ( thank you x10 ), Nadel, Mr. Wells, Chuck C., B/H 2012, Rose, PTI, and many others for past 10 years of contributions to SA community. Worked in high tech for 25 years, survived dot com crash ( learned the hard way about diversification ). It was exciting times with multiple M&A's and a couple of IPO's that gave me a second chance that I was fortunate enough to lean towards a more defensive position (divy payers) not knowing it resembled DGI that I have embraced since 2000. That one wake up call (DOT COM crash) was all I needed and am convinced that the slow and steady will build wealth vs. the typical (CNBC) trade mentality of trying to buy low and sell high. IMHO the.KISS method is the only way to SWAN. Don't get me wrong I will only purchase under valued , sometimes deeply undervalued but never over value. Only auto reinvest at FV or lower valuations. Will accumulate seeking below FV opportunities.
Update May 21, 2016
Port breakdown: 57% Stock, 13% Bond, 28% Cash 2% Commodity
Current Portfolio by Div %: Top 30 of 61 represent 77% of equity DIVIDEND income (2 low CR (Credit Rating) working to upgrade).
No sector above 17% of income.
TOP 30 BELOW
5.3% WFC-PL ( Preferred stock )
5.2% AMLP ( ETF )
5.2% BAC-PL ( Preferred stock )
4.9% BDJ ( CEF )
3.2% BCX ( CEF )
2.6% OHI (CR BBB-)
2.3% LXP (CR BB+)
2.3% GRX ( CEF )
1,9% ETJ ( CEF )
1.6% EOI ( CEF )
AES-P ( Preferred )
GDXJ ( ETF )
Independent retail investor. Interested mainly in acquiring solid DGI stocks for the long term, employing a smaller portion of funds to higher risk/yield securities. Occasionally employ options to enhance returns or manage risk.
I am a Canadian born in 1987 and I started my investment career in 2013. My background is math, science and engineering, so financial number crunching is no bigs. I have identified most with the long term income and dividend growth strategy, but am also interested in ETFs for diversity and of course classic value investing. I sometimes gamble recklessly on penny stocks, in part for the adrenaline rush and sweet sweet dopamine releases but mostly just for the lulz.
My plan is to grow my long term portfolio as much as possible and as fast as possible to enjoy the benefits of compounding. My goal is to reach the age of 40 with a minimum of $750k in my portfolio which should give me the cash flow needed to sustain my quality of life until I become worm food.
Young, novice investor, looking for ideas and knowledge. Very small portfolio, however I am young so I have many years to develop a wealth of knowledge and, well, wealth. As I can see from the comments here, one will never stop learning, and never stop improving your ideas and strategies.
I am a moderately informed investor who has been mainly building wealth through my retirement 403b for 20 years. I am 20 years away from retirement and began investing to develop an additional income stream in a taxable account in 2012. I am slowly adding to a balanced portfolio which includes predominately dividend growth stocks.
Current portfolio: CVX, COP, BP, OAS, KMI, MCD, DRI, KO, PEP, JPM, WFC, AFL, AAPL, MSFT, INTC, T, BBL, GE, DE, IBM, LMT, PFE, GILD, JNJ, TGT, SBUX, TWTR, FB, BABA
I began redeploying assets from mutual funds and cash into Dividend Growth stocks in Fall 2013. Current positions: Consumer Staples: KO,PM,PG,PEP,UL,GIS,CLX,DEO,MO Energy: CVX,XOM,ESV Telecomm: T,VZ, Consumer Discretionary: MCD,TGT,ROST Healthcare: JNJ,GSK,GILD,ABBV,AMGN Industrials: LMT,GE,DE,TGH,EMR,CMI,ETN,BA,UPS Tech: AAPL,CSCO,IBM,QCOM Real Estate: O,OHI,HCN,VTR Utilities: SO,AVA,DUK,WEC,D,NGG T Materials: BBL Financials: WFC
I am in equipment sales in industrial and laboratory markets. As I am getting within 3 years or so from retirement I am shifting from focusing on growth to generating income. I do not reach for yield, preferring a mix that allows for solid growth of the income stream and capital appreciation. I have built a diversified portfolio of solid dividend paying companies who grow their dividends at a rate beyond inflation with 80% of investable assets. I also maintain a growth portfolio of 10% of investable assets.