I'm a dividend investor in my late 40's. I mainly invest in stocks, CEF's and ETF's. I occasionally trade options on the QQQ. I've been investing for about twenty years now and enjoy directing my own portfolio. My stock holdings include: AMGN, BWXT, CAA, EXC, FTR, GE, GILD, KMI, LLY, MDR, MO, NE, OHI, NLY, PXD, PFE, and T. My ETF's and CEF's include: CVY, GUT, EOS, EXG, JNK, PCEF, PHB, PGX, SCHD, VRP, YMLP and YYY.
Individual investor. Generally using index Mutual Funds or ETFs. Trying to diversify more (foreign in particular). Pick up tips & concepts, & learn more.
I'm at alpha to keep a finger on the current moods & predictions... and so I notice up coming big financial news events before they impact.
See you around! Feel free to write me!
Began with mutual funds (stock, junk, EM debt) and later branched out into individual securities, ETFs, CEFs, I-bonds and special situations.
Individual security selection tends to favor DGI. Mutual funds favor blue chips, EM stock, EM debt, and junk bonds. ETFs are a mixture of sector indexes and junky credit plays. CEFs include investment grade bonds and junky credit plays (bonds, preferred stock).
Typically held 20% cash but am currently levered.
Equipment Sales history Gas, Mining, Construction, Water, Foundations, and Environmental projects in the Western Hemisphere. Investing to build value, and enjoy challenges and learning from respected members of the community