.. boring Progressive, another Atheist, fading Proletarian, yes-LGBTQ, and usual DGIer .. **25 April Long Idea: PG** .. Last week I bought and sold none .. This week I have bought and sold none. --- Core: GIS .. KHC .. HSY* .. PG .. CLX .. CL* .. MO .. PM .. KO .. CCE .. MCD .. JNJ .. ABBV* .. CVS* .. XOM .. CVX .. T .. VZ .. TU .. BCE .. SO .. XEL .. SCG .. LNT .. D .. NEE* .. NEP ... SRE* .. AWR* .. HCP .. HCN* .. VTR .. O .. NNN* .. PSA .. MSFT .. QCOM .. UNP .. NSC* .. CMI* .. GE .. COST --- Non-Core: AGNC .. MTGE .. LNCO .. TCRD .. PSEC .. MAIN .. BP .. COP .. KMI .. PAA .. RCI .. SJR (*extra in Wife's IRA: NEE* .. NSC* .. ABBV* .. CMI* .. HCN* .. HSY* .. NNN* .. CL* .. SRE* .. CVS* .. AWR*) ___________________________________________ -- 1Apr2016: Bought CVS. New full position for wife's IRA. -- 28Mar2016: Bought KHC. Added to my wife's IRA. -- 18Mar2016: Bought AWR. New full position for wife's IRA. -- 17Mar2016: Bought KHC. New full position for wife's IRA. -- 9Mar2016: Bought NEP. New 3/4x position for wife's Roth. -- 19Feb2016: Bought NEP. New 3/4x position for wife's IRA and my IRA. -- 11Feb2016: Bought GIS, JNJ, UNP. Added to my current positions. -- 9Feb2016: Trimmed MO. Trim from 3.5x to a 2x position. +65% cap gains(not divs) for 2.5 years. -- 4Feb2016: Bought GIS, PM, D. New full positions for my wife's IRA. -- 3Feb2016: Bought more GIS, PM, D. Added to my current positions. -- 1Feb2016: Sold STR. Due to cash buyout by D. +28.5% cap gains(not div's) for 43 days. -- 28Jan2016: Trimmed T. Trim from 3x to a 2x position. +16.5% cap gains(not div's) for 4 years. -- 4Jan2016: Bought JNJ & STR. Added to my positions. ------------------------------------------------------------------------------- -- 30Dec2015: Bought D. New full position. -- 17Dec2015: Bought STR & LNT. New 1/2 positions each. -- 14Dec2015: Sold WPC(possible split-up of company). -2% cap gains for 5 months. -- 10Dec2015: Sold BAX/BXLT(too low of dividend). +19% cap gains(not div's) for 2 years. -- 10Dec2015: Sold CCP(too low of credit rating: BB+). +6% cap gains(not div's) for 3 months. -- 03Nov2015: Bought HSY & NNN. New full positions for my wife's IRA. -- 02Nov2015: Bought more VTR. These are additional shares to an already full position. -- 02Nov2015: Bought HCN. New full position for my wife's IRA. -- 27Oct2015: Bought STR. New full position for my wife's IRA. -- 12Oct2015: Bought CMI. New full position for my wife's IRA. -- 05Oct 2015: Bought ABBV. New full position for my wife's IRA. -- 17Sep2015: Bought PG, NSC. New full positions for my wife's IRA. -- 15Sep2015: Bought SO, T, VZ, CVX, NEE, VTR, WPC, KMI, SCG. New full positions for my wife's IRA. -- 10Sep2015: Bought XOM, JNJ, UNP, HCP. New full positions for my wife's IRA. -- 06Aug2015: Bought more MAIN. These are additional shares to a now full position. -- 22Jul2015: Bought WPC. This is a new position. -- 10Jul2015: Bought more UNP. These are additional shares to a now full position. -- 6Jul2015: Bought KHC on first day of merger of Kraft & Heinz. -- 6Apr2015: Bought more JNJ. These are additional shares to current position. -- 26Mar2015: Sold LO(did not want RAI). +50.47% capital gains (not dividends) for 2 years. -- 28Jan2015: Bought more T. These are additional shares to an already full position. -- 26Jan2015: Sold NHI(no credit rating). +43% cap gains(not div's) for 2+ years. -- 8Jan2015: Bought UNP as a new near full position. Added to CCE to make it a full position. -- 2Jan2015: Sold LTC(failed to raise dividend). +16% cap gains(not div's) for 11 months. ------------------------------------------------------------------------------- ** the sun is a star? ** we are primates? ** when I die I'm dead? --- ain't it simple? :)
Individual Investor. Focused on upcoming retirement (4-8 years from now, perhaps). Seeking a portfolio balance of secure/stable dividend growth stocks and capital growth potential stocks.
Health Care: CVS,
Biotech & Health Care: NVO, JNJ.
Consumer: MO, RAI, PM, DPZ, STZ, SBUX, ROST, NKE
Tech and Content: APPL, FB, GOOGL, AMZN.
Small Caps: MGPI.
Utilities/Telcom: T, SO, D.
Industrial: LMT, RTN, ROP
I am 42 years old and am self employed. My wife and I started a wholesale tree and shrub nursery 15 years ago and we are finally in a position to invest some of our profits. Our company is the best "stock" we own right now. We are also interested in letting some other great companies make some money for us as well. I am on this website to learn from people that have experience in dividend growth investing. I have learned everything about our nursery business from like minded people willing to share their ideas and faults. I hope to gain similar knowledge here about our new "business" of dividend investing and income replacement.
I'm a writer for one of the country's largest pop-culture-type magazines and, at the same time, I am one of the world's worst investors. Did I sell an apartment in Manhattan's Flat-Iron district in late 1999, because I feared the Y2k problem? You bet I did. And so it has gone.
Even so, at the age of 60, I have managed to broom together quite a tidy little pile. And I hope to keep it. And grow it. Though I have my doubts, given my investment history, that any of this is possible in the long run. Or even the short.
Herein lies a chronicle of the life & times of my money.
Semi-retired marketing and sales executive with a second career in the travel business. Actively invest an upper six digit portfolio in half a dozen mutual funds as well as a couple of stock brokerages accounts, most of it IRA. Primary goal is income with some appreciation potential.
Born in 1958, I am a small investor who has taken his lumps. When I started out, I made a lot of money trading. Then I lost twice as much, when market conditions changed but my methods didn't. Intellectually I believe that dividend investing is probably the best way to go. However, I am still addicted to searching for a good deal--call it value investing, or swing investing, or what you will.
I've been using a DGI strategy since the beginning of 2011. I'm an avid reader of articles or comments by David Fish, David Van Knapp, Chuch Carnivale, Dave Crosetti, Richjoy, Robert Samualson, 5 Plus, Norman Tweed, and a few others. I've learned so much from these kind and generous people it's completely unbelievable.
I use David Fish's CCC list as a starting point. I add to that list several other companies (OK....2). I'm not trying to beat the market. Instead, I'm trying to obtain an annualized CAGR of 9% a year using dividends and whatever capital gains happen. I have utilized this strategy for almost 5 years, with a CAGR of 13.3% to show so far. I don't expect it to stay that high but am quite pleased so far.
I'm one of those rare people to still have a defined benefit pension. I recently retired and am optimistic my pension will continue to be secure.
Dividend, value, growth. My paper route got me started doing a job, depositing money in a passbook savings account and paying cash for everything.
General manager of family publishing business; Business Development Officer of community bank.
Recently taught English for a year at a Chinese government university; lived in Thailand, Hong Kong, Taiwan, South Korea and the Philippines; previously traveled Europe, Caribbean, Central America.
Warren E. Buffett, Peter Lynch, Benjamin S. Graham, Jack C. Bogle, Phil Fisher, Jesse Livermore, John Templeton, Dale Carnegie, and mom and dad are among my teachers.
Self managed stock portfolio more than 25 years, many, many mistakes to learn from, reading, following, developing humility, instincts and satisfactory results. Learned to feel the fear and buy anyway, that's where my alpha comes from. BRK/B, V, PM, KO, MCD, IBM, DEO, PFE, PEP, CVX, HD, SBUX, DIS, JPM, MSFT, QCOM, VZ.
Recently qualified to live in a 55+ community, semi retired. Recommended reading "Your money or your life" by Vicki Robin
I made my first investment in high school in 1980. I have had the bug ever since. I started having children late so my retirement and my children's college tuition bills will happen at the same time!
My ultimate financial goal is to send my children to college and then live (comfortably?) off dividend and retirement income in the US with summers in the UK. I try to keep an eye on (or "manage") a collection of savings, IRA's, 401ks, and scattered pension funds from a wide variety of jobs.
I have worked in 5 decades, on 2 continents, and for 4 industries. I have no background in finance but I have a decent grasp of math (the power of compounding over time). And just to prove I am "money" weirdo, I actually like the challenge of doing my own taxes!
I have known both great victory and infamous defeat in my investments, but, over all I have probably wasted the time as an index fund would probably have yielded similar results. Having said that, I very much enjoy investing, so it has not been a complete waste of time.
In addition to being a relatively new father, I am a former private pilot (could not afford them both!!!).
I am a retired Registered Nurse interested in biotech and new technology.
I am the Delta Sigmoid (dumb sh__)
I have no idea why people "follow" me, as I know next to nothing, and what I do know is enough to be dangerous to myself and others, I am good at sticking foot in mouth, and sticking up for people, and once in a while I even amuse myself!
It's a good thing I don't manage my own portfolio, I have mad money to play penny stocks, more fun than gambling, but my penny stock picks suck too!
Good luck to all!
Now where's my drink? ;)
Retired from the U.S. Army on April 1, 2015 after 31+ years of active duty service. Currently enjoying the freedom of a completely open daily schedule, for a change.
I'm in my 4th year of "stock" investments. Seeking Alpha provided me the incentive and motivation to start investing in the stock market. It was a great decision. Seeking Alpha is required reading for me, both for investment ideas and knowledge as well as entertainment.
My Top 3 SA authors are: Chris DeMuth Jr., Bret Jensen, and Regarded Solutions,
My favorite pure commentor/contributor is: "Richjoy403". Check his profile page out for a real ride.
My portfolio consists mostly of long-term DGI equities with a small percentage of speculative stocks. I am working on my wish list of stocks I want to own once they reach my target entry point. All my ideas are rooted on the contributions of SA authors and contributors. To them I say thank you very much!
I am a personal finance and investing blogger. A software designer by profession, I have a passion for economics, business, finance and investing. My personal financial goals are to generate enough passive income to fund my retirement, and along the journey - share my experiences and help the readers.