Born in 1934; retired lawyer; full time investor. I analyze investments on an after tax basis. I have both taxable and tax deferred accounts.The investments in my currently taxable accounts are generally tax deferred midstream MLPs.. The investments in my qualified retirement plans are currently BDCs.
I'm a senior citizen living in NJ, a retired medical doctor, that invests for income. I own many CEF'S - BDC'S - MLP'S and REITS. In the early 90's I was the MD for the NYSE. I also was the Medical Director of a Tech company in the early 1970's that went from 4 to 40 in one year. I am a buy and hold type of investor, I don't trade.
I am a 62-year old man who has invested in the market since my early 20's. I am an avid student of the market. My primary source of information today is from internet sites including SA, Morningstar and Yahoo Finance. I avoid CNBC with all the hype and drama and lean toward Bloomberg if I need background noise. I have been a good saver, lived conservatively and have built a sizeable portfolio. In hind sight like so many I have made some dumb investment decisions usually when I followed someone else’s investment advice including the talking heads on television.
I have been a practicing psychotherapist (LCSW) for over 40 years and market behavior fascinates me. I try to remain in the "rational mode" when making investment decisions but have come to believe it is almost humanly impossible for but a select few who are hard wired in such a way.
I recently retired to working two days a week. I love my work just want to enjoy the freedom to pursue my other passions such as golf and spending more time with family and friends. Having a saving and investing plan at an early age has allowed me the freedom to use my time as I wish.
My investment goals are to preserve capital and generate enough income that I don’t have to spend down my principal.
Close to retirement age but plan to keep working for some time to come. Have invested in stock market sporadically, mostly confused and scared. It hasn't worked very well. Have a lot to learn, learn a lot from many SA folks and enjoy the sharing here.
Historically about 60% invested (minority is stocks along with a lot of "other") with 40% cash. Aiming at this stage to put more of the cash to work, and since I'm underweight in stocks/bonds, am focused there, especially but not only DGI.
Expect that I can avoid taking much if any income out for 15-20 years (except tax and the RMD), unless something unexpected happens--not a long compounding period but better than not at all.
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.
In the first eight months of 2016, my portfolio is up 119%. Needless to say, I am happy about that. Especially as a part-time investor with a day job. But like everyone else, I would like to do even better.
Investor since 1990, mostly index funds. Learning the art of value investing.
Education: B.A 1988 Tufts Univ., MBA 1994 Thunderbird School of Global Management
Career: Latin American Sales in Building Materials. Lived overseas 22 years.
Mid-to-late Boomer, retired (pensioner) from 31 year 1st career (blue-collar).
Going good in quality 2nd career (USPS -blue collar), working the end game plan.
You'd be bored with the rest...
Enjoy my trips into the SA space, often finding well written, informative articles.
I have nothing to promote at this space; just cruising through for info & sounding boards...
I don't post a portfolio at SA, but current job allows T.S.P. as DC component of retirement plan.
Those that understand what a god-send the 'G' fund is will understand how I can be sanguine with all that's is currently going on. (Currently ~50% of our retirement savings).