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cpo111

cpo111
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ABOUT
Dual career: Automobile Business and Investment Advisor

Retired on 3/4/2013 as Business Development Manager for the Penske Motor Group in Southern California.

Previously held Series 7 and worked at Morgan Stanley as VP (Retired 2001) Started with the firm when they were still Dean Witter- before they merged with Morgan Stanley.

Have 15 large stock positions and a sizable position in tax-free municipals, that I have accumulated over the years in a taxable trust account and a 401K rollover account with about 20 positions, including ETF's, ETN's and 4 individual bonds. I started investing in my early twenties and rarely sell a position, but do sell covered calls and cash-secured puts when the ...More
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  • Description: Retiree. Trading frequency: Infrequent
  • Interests: Bonds, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Options, REITs, Retirement savings, Stocks - long
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LATEST STOCKTALK more »
bought $NLY in my IRA with recent 401K rollover funds on 12/4 @ 9.90. Plan to reinvest divvy until 2019 when I start taking distributions. Dec 9, 2013