Always analysing and crunching numbers, I enjoy focusing on the trade, using a variety of tools to improve a position's profit potential. I use each tool for a specialized purpose: options in fast moving markets to boost profit potential while limiting risk; leveraged ETFs in slower moving markets to boost profit without the cost erosion of options; relative value trading between two or more stocks to take advantage of price disparities and lock-in value; and leverage through the safe use of margin to boost dividend yield into the high single digits and often the low double digits for that all-important revenue stream.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks.
Health Care: JNJ, MDT, STK
Consumer Staples: MO, KHC, HRL
Consumer Disc: DPZ
Tech: GOOGL, AMZN, FB, MSFT, CSCO, AMD
Industrial: LMT, RTN, BA, GLW
Home Building: HD
FinTech: V, MC, PAYX
Financial: FRC, SIVB
NICE PERSON who just started a Financial Literacy Club for people who want to better understand their finances and how the stock market impacts them. We have two sessions- one for the 401K folks and one for the people who are trading or want to trade. The classes are once a month on Saturday for an hour. We will be inviting guest speakers to help everyone improve and become more knowledgeable. Most folks on our team are not rich, but are in the position to retire and we figure together we can do better than roughing it alone. Seeking Alpha is a big part of our discussions and daily research,
I'm retired, age 74. I am an equity investor, not a day trader. I was a career Federal civil service employee (36 years including military). I manage 5 family owned brokerage accounts (make all buy/sell decisions) with combined stock holdings worth about 750K.
DIY Investor using Mutual Funds, ETFs, Corporate Bonds / Bond Ladders, stocks of Dividend Growth companies.
Portfolio - T, MO, AEP, CLX, ED, DUK, GIS, KMB, KO, KHC, LEG, PM, PEP, PG, SO, VZ, JNJ, VWELX, VWINX, VGHCX, VDIGX, SPHD, Individual Corporate Bonds (Laddered). 67% stocks, 33% Cash & Bonds - starting allocation for 2016. Collecting SS. Staying conservative. If you look at this and see anything that could be improved, replaced, swapped... Let me know.