Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation who has been in the business for over 20 years. Along with our team we author the Seeking Alpha premium subscription service "YIELD HUNTING: Alternative Income Investing" dedicated to income investors who are searching for yield without the high risk of the equity market.
We feature a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
I have been a software engineer developing applications in various fields for nearly 30 years. I began investing in mutual funds for my 401(k) back in 1988.i started investing outside of my retirement account a little over 15 years ago. I used to follow a value oriented strategy, but after I saw how that worked less well than I liked during the financial crisis, I began to switch over to a more income based approach. I had always thought that dividends were important but didn't have a systematic way to evaluate stocks that paid them until I found SA and DGI. Starting around 2010, I have switched my portfolio to a DGI strategy. One of my most profitable picks turned out to be Freddie Mac, which I originally chose because I liked the dividend and because I once worked there. When it first ran into problems I increased my holdings because it still looked like a good value to me. I eventually managed to buy several thousand shares at a cost of $0.50 (I knew that was a good value) and eventually exited the stock at a price that was $5 a share above my average share cost. My biggest miss was when I sold out my 100 shares of Apple shortly after Steve Jobs returned but before he had done much to improve the companies outlook. My holdings include : ABBV CMI CVX DLR EMR LTC F GIS INTC JNJ KMI KO KHZ LMT MCD MO MSFT O OHI PG T VGR WEC XOM
Williams Equity Research analyzes trading strategy, individual stocks, asset classes, market sectors, and risk to reward parameters in order to provide valuable insight to the Seeking Alpha community.
The author has over 10 years of experience in the financial markets working in areas of equities trading, complex product analysis, and risk management, as well as a graduate level education in the areas of petroleum engineering (full), law (partial), and finance (MBA, partial).
Our mission is to help you identify exceptional investment opportunities while avoiding the high costs and conflicts of interest that are prevalent throughout the industry. We offer additional free reports and a premium research service at BlueHarbinger.com. If you are ever in the Naperville, IL, USA area, our founder (Mark D. Hines) is happy to meet you at a local coffeehouse to talk about investments. Please feel free to get in touch.
My personal interest in investing started back in the 90s. I was 14 or 15 years old and earned some money delivering papers. Saving money was a hobby of mine, but I was always greedy to make more money (the easy way of course!).
Stock markets were bullish back then and I remember my father got a tip from an uncle (or someone else related). He told me about Antonov, a Russian company that builds airplanes. They had developed some kind of unique gearshifting mechanism. Of course the stock price of Antonov would explode if this product hit the markets. Without thinking about underlying business fundamentals I invested $200. I didn't think about the costs, probably costing me 10% of the transaction value back then. Needless to say the stock lost a lot of ground for different reasons. I refrained from investing for a few years.
A few years ago I read different books about investing. 'The Little Book That Beats The Market' by Joel Greenblatt was one of them. I remember I was in awe: could it really be so simple?! I constructed a portfolio of 5 MagicFormula stocks and left them for 1 year. The results were disastrous.... again. I picked two ForProfit-education stocks in this portfolio, but this sector got hit hard during 2011-2012. I sold all my shares.
After this little venture I started reading about index investing a few months later. This investing approach sounded relatively easy to me. Just buy a well diversified index fund with low costs and you'll be fine. Especially with dollar cost averaging and monthly deposits it's a useful strategy for starters because you receive instant diversification. I followed this strategy for over a year and I still think it's great strategy to accumulate some money.
However, I was still not very thrilled by the thought that bearish markets could wipe out 20-30-40% or more of my networth. Until I realized that with sturdy, dividend paying companies this volatility didn't matter! As long as the dividends are robust (and growing!) it is of no relevance what the underlying stock price is. The cash-flow still continues!
Another advantage of dividend growth investing is you invest in individual companies which are fairly valued if you do your job. With index investing you buy a lot of companies with varying price/earning valuations, some of which may not be really good investments at that price.
Perhaps more than any other time in the last six decades, the fate of markets is inextricably intertwined with the ebb and flow of geopolitics. From the ECB's attempts to use the central bank's balance sheet to influence political outcomes across the eurozone to Saudi Arabia's efforts to transform the kingdom's influence over crude prices into an instrument of foreign policy, it's become increasingly clear that one simply cannot fully comprehend market movements without a thorough understanding of concurrent political outcomes. Drawing on extensive experience in both politics and finance, Heisenberg will help demystify a world in which investors can no longer hope to conceptualize markets as existing in anything that even approximates a vacuum. "I am the one who knocks."
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
A mid-30s ex-venture capitalist and investment banker (finance degree)...now a serial startup CFO. I used to look for yield in all the wrong places, but have created a modified dividend growth (DGI) strategy that works for me.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 6%-7% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
1. Navios Maritime Midstream Partners (NAP)
2. Golar LNG Partners (GMLP)
3. Dynagas LNG Partners (DLNG)
4. Ship Finance International (SFL)
5. KNOT Offshore Partners (KNOP)
6. Summit Midstream Partners (SMLP)
7. Gaslog Partners (GLOP)
8. Triangle Capital (TCAP)
9. Seaspan (SSW)
10. CorEnergy Infrastructure Trust (CORR)
11. Energy Transfer Partners (ETP)
12. Fidus Investment Corp. (FDUS)
13. New Mountain Finance Corp. (NMFC)
14. Ares Capital (ARCC)
15. Annaly Capital Management (NLY)
16. Terra Nitrogen (TNH)
17. Monroe Capital (MRCC)
18. Hercules Capital (HGTC)
19. TPG Specialty Lending (TSLX)
20. Enviva Partners (EVA)
21. ONEOK Partners (OKS)
22. Hoegh LNG Partners (HMLP)
23. Jernigan Capital (JCAP)
24. Starwood Property Trust (STWD)
25. New Senior Investment Group (SNR)
26. Ladder Capital Corp. (LADR)
27. Compass Diversified Holdings (CODI)
28. Goldman Sachs BDC Inc (GSBD)
29. Ares Commercial Real Estate Corp. (ACRE)
30. Ciner Resources (CINR)
31. Care Capital Properties (CCP)
32. Genesis Energy Partners (GEL)
33. Landmark Infrastructure Partners (LMRK)
34. Blackstone Minerals (BSM)
35. Omega Healthcare Investors (OHI)
36. Tallgrass Energy Partners (TEP)
37. Xenia Hotels & Resorts (XHR)
38. Holly Energy Partners (HEP)
39. City Office REIT (CIO)
40. Gaming and Leisure Properties (GLPI)
41. Pattern Energy Group (PEGI)
42. Sunoco Logistics Partners (SXL)
43. Sabra Healthcare REIT (SBRA)
44. Community Healthcare Trust (CHCT)
45. Main street Capital (MAIN)
46. LaSalle Hotel Properties (LHO)
47. Energy Transfer Equity (ETE)
48. Chatham Lodging Trust (CLDT)
49. Western Refining Logistics LP (WNRL)
50. Royal Dutch Shell (RDS.A)
51. Chesapeake Lodging Trust (CHSP)
52. Macquarie Infrastructure Corp. (MIC)
53. MPLX (MPLX)
54. Medical Properties Trust (MPW)
55. Apple Hospitality REIT (APLE)
56. 8Point3 Energy Partners (CAFD)
57. Brookfield Renewable Partners (BEP)
58. Stag Industrial (STAG)
59. NRG Yield (NYLD)
60. InfraREIT (HIFR)
61. VEREIT (VER)
62. Armada Hoffler Properties (AHH)
63. Spirit Realty Capital (SRC)
64. HollyFrontier Corp. (HFC)
65. Vodafone (VOD)
66. Hannon Armstrong Sustainable Infrastructure Capital (HASI)
67. Western Refining Inc (WNR)
68. Ford (F)
69. LTC Properties (LTC)
70. NextEra Energy Partners (NEP)
71. General Motors (GM)
72. Aircastle (AYR)
73. PacWest Bancorp (PACW)
74. Phillips 66 Partners (PSXP)
75. Intel (INTC)
76. AT&T (T)
77. Easterly Government Properties (DEA)
78. Brookfield Property Partners (BPY)
79. ONEOK Inc (OKE)
80. W.P Carey (WPC)
81. MGM Growth Properties (MGP)
82. Preferred Apartment Communities (APTS)
83. Westlake Chemical Partners (WLKP)
84. Spectra Energy Partners (SEP)
85. Hersha Hospitality Trust (HT)
86. Cedar Fair (FUN)
87. RLJ Hospitality Trust (RLJ)
88. Enterprise Products Partners (EPD)
89. Pebblebrook Hotel Trust (PEB)
90. Welltower (HCN)
91. Brookfield Infrastructure Partners (BIP)
92. Magellan Midstream Partners (MMP)
93. Iron Mountain (IRM)
94. National Health Investors (NHI)
95. EPR Properties (EPR)
96. Spectra Energy Corp. (SE)
97. Shell Midstream Partners (SHLX)
98. Lazard Ltd. (LAZ)
99. Pfizer (PFE)
100. Chevron (CVX)
101. Helmerich & Payne (HP)
102. Tallgrass Energy GP (TEGP)
103. Valero Energy Corp (VLO)
104. Maiden Holdings (MHLD)
105. EQT Midstream Partners (EQM)
106. Oceaneering International (OII)
107. Union Pacific (UNP)
108. Apple (AAPL)
109. American Tower (AMT)
110. Federated National Holdings (FNHC)
111. Starbucks (SBUX)
112. Dominion Midstream Partners (DM)
113. Toronto-Dominion Bank (TD)
114. IBM (IBM)
115. Cisco Systems (CSCO)
116. Invesco (IVZ)
117. Valero Energy Partners (VLP)
118. ExxonMobil (XOM)
119. L Brands (LB)
120. Procter & Gamble (PG)
121. McDonald's (MCD)
122. Coca-Cola (KO)
123. Suncor Energy (SU)
124. Wells Fargo (WFC)
125. Johnson & Johnson (JNJ)
126. Qualcomm (QCOM)
127. Phillips 66 (PSX)
128. Gilead Sciences (GILD)
129. EQT GP Holdings (EQGP)
130. Bank of America (BAC)
131. Hormel (HRL)
132. Brookfield Asset Management (BAM)
133. Texas Roadhouse (TXRH)
134. Kroger (KR)
135. Nike (NKE)
136. Tractor Supply (TSCO)
137. FactSet Research (FDS)
138. Broadcom (AVGO)
139. Disney (DIS)
140. Skyworks Solutions (SWKS)
141. Fedex (FDX)
142. Visa (V)
143. Mastercard (MA)
144. Shire PLC (SHPG)
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 20-year old daughter, Wei Gordon.
Contributing columnist for Real Money and TheStreet.com. BA in History from Bemidji State in Minnesota. I went on to learn Chinese at National Taiwan University in Taipei.
I worked in mortgage sales at Countrywide and Bank of America until 2010 when I decided to relocate to Taiwan.
An investor with circa 30 years of professional, managerial and financial experience, gathered through both private-individual activities as well as asset management type of roles.
I'm involved in running a leveraged fixed-income, absolute return, hedge fund that aims at providing its investors with double-digit returns, per annum. The fund runs a fast, frequent and furious trading strategy and it focuses on the very short term. Definitely not a Buy & Hold!
I'm also advising and consulting to private individuals, mostly HNWI that I had been serving through many years of working within the private banking, wealth management and asset management arenas. This activity focuses on the long run and it's mostly based on a Buy & Hold strategy.
Risk management is at the very core of our essence and while we normally take LONG-naked positions, we constantly hedge our positions, in order to protect the downside, that usually occurs at times when you least expect that to take place...
I cover all asset-classes though mostly focusing on cash cows and high dividend paying "machines" that may generate high (total) returns: Interest-sensitive, income-generating, instruments, e.g. Bonds, REITs, BDCs, Preferred Shares, MLPs, etc. combined with a variety of high-risk, growth and value stocks.
I believe and invest for the long run but I'm very minded of the short run too. While it's possible to make a massive-quick "kill", here and there, good things usually come in small packages; so do returns. Therefore, I (hope but) don't expect my investments to double in value over a short period of time. I do, however, aim at an annual double-digit returns on average, preferably on an absolute basis, i.e. regardless of markets' returns and directions.
Timing is Everything! While investors can't time the market, I believe that this applies only to the long term. In the short-term (a couple of months) one can and should pick the right moment and the right entry point, based on his subjective-personal preferences, risk aversion and goals. Long-term, strategy/macro, investment decisions can't be timed while short-term, implementation/micro, investment decision, can!
When it comes to investments and trading I believe that the most important virtues are healthy common sense, general wisdom, sufficient research, vast experience, strive for excellence, ongoing willingness to learn, minimum ego, maximum patience, ability to withstand (enormous) pressure/s, strict discipline and a lot of luck!...
I have been helping startups and investors understand the value of emergent business models in the technology, media, and telecommunications industries. In my own personal portfolio, I have been looking for income opportunities and companies with deep value and strong growth potential whose value propositions are misunderstood by the broader market. I do this by an in-depth study of the markets where these companies operate, marrying that to traditional securities analysis to uncover hidden value and under-appreciated growth.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
Mr. Leach spent his early years on a subsistence farm in western Michigan. He graduated at the top of his high school class which helped him land a scholarship to the University Michigan. Graduating magna cum laude with a bachelor’s degree in Nuclear Engineering and a minor in mathematics in 1981, Mr. Leach took his first professional job with Westinghouse Electric in Monroeville, PA.
Mr. Leach held several positions of increasing responsibility at Westinghouse, and Fluor Federal Services in Pennsylvania, South Carolina, and Washington State. While in Washington State, Mr. Leach completed his master’s of science degree in Environmental Engineering graduating summa cum laude in 1997 from Washington State University.
In 2003 and 2004 with Fluor Federal Services, Mr. Leach worked as a civilian contractor for the US Department of Defense in various middle east locations and the Philippines. In 2005, Mr. Leach joined the AREVA Group and spent two years in France. After returning stateside in 2006, Mr. Leach held various positions of increasing responsibility with AREVA Federal Services in South Carolina and North Carolina. Mr. Leach left the AREVA group in 2014 at the age of 56 and is now quasi-retired and focuses on his wife, his 15 year old son, and his investment portfolio.
Mr. Leach has been a consistent, avid, and successful investor for more than 30 years. His investment style is conservative and he primarily invests in income oriented equities, bonds, preferred stocks and mutual funds. Mr. Leach has written more than 50 articles on Seeking Alpha and other websites.
I'm a 66-year-old investor focused on dividends in a Retirement Income Portfolio.
I've been a member of BetterInvesting.org since 1982 (formerly the National Association of Investment Clubs). For many years as a volunteer I helped lead workshops to teach tools developed by NAIC to educate investors about how to do basic fundamental stock analysis. I continue to have a strong interest in investor education.
Better Investing's "four principles" have been very helpful to me:
1) invest regularly throughout your lifetime;
2) invest in growth companies;
3) reinvest earnings and profits;
4) diversify by industry and size.
Bill Bengen's "4% Rule" inspired my goal to design a retirement portfolio of individual dividend growth stocks as a way to tap only dividend income from the portfolio as long as possible rather than selling assets.
Some things I've gleaned from mentors and colleagues:
- Peter Lynch's conviction that the average person, with some study and discipline, can make good decisions about stocks;
- Louis Rukeyser's ability to ask probing questions about the market;
- From The Intelligent Investor, Benjamin Graham's focus on value;
- From Better Investing columns, Charles Allmon's skill in finding growth stocks that also had the virtues of value and income;
- Brad Thomas' analysis real estate investment trusts;
- Bob Wells' disciplined search for dividend growth;
- From The Single Best Investment, Lowell Miller's focus on quality and safety;
- David Van Knapp's ability to keep the big picture in mind when designing a portfolio;
- David Fish's dedication to monitor consistent dividend growth;
- Factoids' distillation and dissemination of mounds of data;
- Chowder's determination to buy and hold quality businesses;
- BDC Buzz's clarity about the risks business development companies;
- Tom Konrad's commitment to alternative energy investments;
- George Fisher's insights about utility opportunities;
- The Seeking Alpha community--both veterans and young contributors.
Who I Am: I'm a retired individual investor. I retired at the end of 2013 after a 35 year career as a professor and research scientist at a major research university. So -- a career as a researcher and an educator, which is what I hope to continue here. Virtually every good teacher I've ever known says some version of "I learn more from teaching than my students do." There's a lot of truth in that, enough that there's an underlying selfish motivation for my writing here as I continue to learn about investing.
My professional life involved multiple international projects and collaborations, so I traveled extensively over those 35 years. I plan to continue doing so in my retirement. One consequence is that I'm liable to disappear from the site for extended periods. How can you miss me if I don't go away?
My investing priorities are building and refining portfolios designed to provide income and capital growth: Income for my retirement needs, and capital growth for my estate. My investing interests are tax-advantaged income from a range of sources, portfolio strategies, information- and bio-technology, and momentum-based strategic allocation.
Why I Write for Seeking Alpha: I learned long ago that "writing is nature's way of letting you know how sloppy your thinking is." The line comes from a Guindon comic strip of many years ago, and could not be more true in my case. When I did research professionally, I learned that writing it up forces me to think about details I might otherwise overlook. It's how I spent my working career, so it comes more or less naturally to me. I consider it an essential part of doing any research. So, the writing I do here is as much for myself as for the reader. As I started to contribute articles here, they grew out of research for my personal investment portfolios. They're based on things I've uncovered that are of interest to me and may be of interest to others of like mind. My primary purposes in writing them are to help clarify my thinking and to get feedback from others who may have very different opinions. It's those thoughtful comments that make Seeking Alpha such an important resource.
I try to actively engage myself in the comment streams in my articles, contributing what I can and learning from others. As a research scientist I spent a career spanning four decades devoted to free exchange of information vetted by rigorous peer review. It's a concept I firmly believe in. I hope to bring that approach to my interactions and contributions on Seeking Alpha and welcome critical commentary on anything I may contribute here. I especially encourage and appreciate thoughtful comments from those who disagree with me (although I will ignore obvious trolls and encourage others to do so as well). So, go ahead, start a conversation in the comment threads. It's one of the best things about Seeking Alpha.
My Investment Philosophies and Strategies: I maintain two portfolios. My income portfolio is a taxable account. I try to keep it separate from the growth portfolio which is housed in a series of IRAs, traditional and Roth. My income focus is on tax-advantaged income. In 2016 I face minimum required withdrawals from my tax-deferred accounts, so tax efficiency is an important consideration. The IRAs I see as my estate and are focused on generational wealth building. That means the growth portfolios have a long-term horizon, well beyond what an investor of my age might be expected to maintain.
Who Is Left Banker? Ah yes, the name. When I first joined Seeking Alpha I had no intention of being anything but an occasional reader. I saw it as another research site. So, I just ported a name I've used on other sites. I spent some of the best times of my life living on the left bank of the Seine and am always thrilled to be back in La Belle Paris. Add that I also like it because I find several subtle word plays there; I'll leave it to you to decipher that comment.
Finally, I've chosen to remain anonymous, which I feel obligated to justify. First, I have no professional role in finance and nothing to sell, so there is no advantage to be gained by "making a name for myself' here. Second, I value my privacy and have kept my internet presence as low-key as my professional life allowed. I certainly want to avoid any possibility of some internet connection trying to track me down. Odds against that happening are, of course, outrageously long, but why take them on at all?
Disclosures: I have no ties to the financial or security industries in any form. My interests are strictly personal. The banker part of the nym has absolutely no relationship to the profession of the same name. Readers should be aware that I am an investing novice, some might say dilettante. I do not give advice; what I publish is much more in line with a research notebook. Anyone who finds anything of interest will necessarily want to do his or her complete research and due diligence. It would be foolish to rely on my conclusions without having done so.
I am a medical professional, but I have been studying investing for many years so that I can control my own portfolio. DGI seems to be the best way for me to invest for my retirement while being able to sleep at night.
I have also been successfully trading cash secured puts for extra income. I share my experience on my websites, Tradingcsps.com and my blog Tradingputs.com.
Retired Pharmacist. Call me Rose. Nose= Knows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 86 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 1/6/2017.
Consumer Defensive (14): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL.
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -
Healthcare (8): JNJ, ABBV, AMGN, CAH, BDX , MDT, PFE, TEVA (new and small)-
Energy (6): XOM, CVX, OXY, VLO, RDS/B & A, BP -
Tech (2): ADP, CSCO -
Industrial(6): BA, UNP, MMM, CMI, GWW, LMT. -
Financial (8): NRZ, ARI,, LADR, BXMT (mREITs) TROW, MA, V,
BDCs (6): ARCC, HTGC, NEWT, PSEC, GAIN , MRCC (new & small)-
REAL ESTATE or Real Estate Investment Trusts (REITs)
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, SNR -
Equity Reits (11): WPC, DLR, O, CLDT, STAG, LXP, UBA, APLE, SPG, -STWD (hybrid mREIT)
Telecom (2): VZ and T -
Utility (9): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, FE -
DNP is a CEF which predominately holds Utilities.
Free Download of the Book by Lowell Miller here:
2nd Market Capital Advisory specializes in the analysis and trading of real estate securities. Through a selective process and consideration of market dynamics, we aim to construct portfolios for rising streams of dividend income and capital appreciation.I am an investment adviser representative of 2nd Market Capital Advisory Corporation.
Scott has been involved in the financial services profession for more than 18 years. He has enjoyed studying market gurus as well as non-traditional newsletter writers and bloggers while benefiting from extensive and varied reading. He has worked both as a retail broker and as a representative of investment advisers and also has an extensive background in insurance products and annuities. His primary focus is on high-yielding income strategies.
Thirty-four year old individual investor building my portfolio towards the goal of retiring with a steady stream of income. Dedicated to dividend growth investing. Looking for opportunities to learn from others and share my investing endeavors with the SA community.
I had my first passbook account in the 1960s, and lost money in the 1987 crash. Subsequently, I have run investor chat rooms and an investing blog. I also am a published author and write a film animation blog at animatedfilmreviews.filminspector.com.
I bought my first Manhattan property in 1993 and also own property in Colorado. I enjoy investing in real estate and writing about it. I invest in income stocks such as REITs and consider that my area of expertise.
Oh, and I was mentioned in "Scam Dogs And Mo-Mo Mamas: Inside the Wild and Woolly World of Internet Stock Trading" (2000), by Wall Street Journal reporter John R. Emshwiller, a good guy. It's about the bad old dot.com days.
I am a retired engineer with a PhD in Engineering Science (mostly exotic math) together with a Masters in Statistics. I currently manage my website www.superchargeretirementincome.com, where I use my math background to select high-return, low-volatility investments. I also love teaching so I also provide a number of tutorials about all aspects of investing. I am an avid reader and have read just about every book I could find on the stock market. I am still learning so I welcome comments and suggestions. Over the years I have learned that there is no “holy grail”; you cannot receive a good return without taking risks. However, you can choose your investments to reduce risks and those are the kind of investments I like to make. Although financial markets are my passion, engineering is my profession. I have spent the last 30+ years as a program manager at a large aerospace company, working on improving defenses for our U.S. Army customers.
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I am a senior at NYU's Stern School of Business, the founder of an internet retail startup, and an aspiring professional investor. I previously interned in equity research covering BDCs and am currently interning at MKP Capital Management, an $8.5 billion global macro and credit hedge-fund, focusing on corporate credit and equity strategy.
David White is a software/firmware/marketing professional and a long time investor. He has worked in the networking field, the semiconductor equipment field, the mainframe computer field, and the pharmaceutical/scientific instrumentation field. He has bachelor's degrees in bioresource sciences and biochemistry from U.C. Berkeley. He is a former Ph.D. student in biochemistry. He has done significant graduate work in EECS and business at Stanford (through SITN) and UC Santa Cruz. He was awarded a Certificate in Advanced Software Systems (about 1/3 of an MS in EECS) by the Stanford Computer Science Department. He also took most of Stanford's undergraduate Computer Science curriculum.