Became a self directed investor in 2008. Retired in 2011 but still accumulating, mainly through dividend growth investing in Cdn, U.S. & Int'l stocks. Also interested in seasonality and technical analysis which are useful timing vehicles for investing. My portfolio is close to 100% invested in dividend growth stocks, roughly equal weighted by income. I currently hold 10 U.S. & 25 Cdn stocks plus 2 globally diversified mutual funds for parking dividend income.
Just a small time private investor that is currently investing in oil & gas related energy names from Canada in order to generate dividends and income in case I ever get to retire. Still trying to find those monthly dividend payers for future income.
Our family finances have focused on growth through the use of mutual funds. Now we are on a path to convert from a growth to an income strategy as we approach retirement in 3 years.
US Stocks; BAC, BP, CVX, ED, GE, GIS, GM, JPM, KMI, KO, MCD, PM, RTN, KO, PEP, PG, JNJ, XOM
Canadian Stocks: ADW.A, ACO..X, BBD.B, BCE, CM. CU, CNQ, CTC.A, CVE, EMA, ENB, FTS FTT, IPL, L, MBT, MFC, RCI.B, SJR.B. , SU, QSR, TRP, T
A mid -life investor , investing in stocks since October 2014, in Taxable, and 401ks. DGI remains the core, with ever larger forays into Income Growth/High Yield Rental Real Estate, Smaller Local Bank plays CURRENT HOLDINGS: Banks : Canadian: BNS BMO CM TD RY Australian : ANZBY NABZY WBK HSBC Insurance : AEG AFL BCRH TRV Money Managers: BEN ROW Alternatives: BX Reits: Healthcare: HCP OHI VTR SBRA MPW SNH Triple Nets: O WPC LXP CORR SRC Industrial: STAG DLR Apartments: IRT WSR GOV Canadian REITs : Integrated: Artis Retrocom Northern Property BTB Office- Dream-Office, Dream Global Cominar Industrial- Dream industrial Hospitality: American Hotel income Properties Temple Hotels Healthcare: Northwest , Medical Facilities ( DR.UN) Real Estate Services: BRE Utilities : SO NGG PPL D BUI DPG UTF mREITs : MORL, REM, EFC, AI NRZ Commerical mREITs: STWD BXMT BDC: HTGC BDCL Healthcare: AZN ABBV AMGN BAX BXLT CELG GILD GSK JNJ Integrated Oil: BP CVX OXY RDS-B STO TOT XOM MLPs: MLPL AMZA KMI OKE WMB SE Upstream : VNR LNCO MEMP COP Midstream: EPD ETP OKS Downstream: NTI CVRR CLMT Misc. MLPs : ARLP CCLP HCLP UAN Oil filed Services : HP NOV ESV SDRL NADL Canadian Oils: PGH CPG SU HSE Canadian Midstreams: ENB IPL PBA VET Agriculture: AGGZM CEFs : CEFL DVHL Equity: JGV AOD Option/ROC CEFs: BXMX DIAX QQQX ETY Floating Rate: EFF PFN Real Estate : IGR PGZ AWP Fixed Income : PCI Utilities/Infrastructure BUI UTF DPG IFN Preferreds: JPS JPC DFP Microcaps: RVT Healthcare: THQ GRX Option/ROC CEFs : JGV, DIAX, BXMX, QQQX, ETY TAL, TGH Technology: AAPL MSFT QCOM HTGC INTC STK Transports: CHRW GBX Rails: CNI NSC UNP Shipping /LNG: DLNG CPLP GMLP SFL NMM KNOP Containers: TAL TGH SSW Retail: TJX WFM WMT COST Infrastructure: BIP BEP INF Industrials: CAT CMI DOV EMR GE MMM BA LMT Commodities: BBL SOUHY POT Consumer/Discretionary : PM KO PEP PG UL GIS HSY NSRGY KHZ DIS NKE MCD YUM MAT HAS LVS DEO Telecoms: T VZ BCE Small caps : STB TIS JMP FXL.AX ETFs: SDIV DWX Muni CEFs: BTA VKQ VGM NQM NIO MHI Misc: AGNC-B
3/4 of the way there! Trying to figure out how to get to the "ent" from our retirement that we had originally planned.
We hold shares in AAPL, ABBV,BA, BAC, BIP, BK, BP, BX, CAG, CL, CG, CSCO, COST,CX, DOW, FPI, FTR, GE, GLW, GS, GSK, HD, HTM, JNJ, KMI, KO, LMT, MFC, MMM, MS, NKE, PCP, PEP, PMD, SFL, SLF, STB, STKL, TAL, TEF, UL, UPS, UTX, V, VALE, VOD, VZ, WILN, WPRT, WRN on the American side and mostly financials and commodities on the Cdn exchanges.
Love dividends, but still dabble a wee bit in "spec"
40 year old Mechanical Engineer and now self directed DG Investor living in Northern Ontario
I started to investigate the dividend investing strategy in 2010, it took me until 2012 to actually do anything about it (new jobs, new houses, new kids, fear of the unknown and perceived increased financial risk). Derek Foster’s books initially got me interested in DGI.
It wasn’t until I started helping my mom with her finances after my father passed away (during great recession) that I realized their financial advisor had as much accountability as the weatherman…maybe less. I knew it was in my best interest to take control of my retirement and I’m now fully self directed and loving it. Of course wishing I started sooner and the chance to have the great recession to do over….
Holdings in no order at all:
AFL, T, SU, CNQ, KO, XOM, GIS, JNJ,O, TGT, IBM, MA, MAT, MCD, PEP, PG, ROST, SBUX, VZ,ENF, TD, RY, BNS, BMO, CM, NA, PGF, BCE, CAT, DE, CVX, CSCO, CJR, EMA, FTS, HYH, KMB, KMI, KRFT, NSC, OHI, RCI, SJR, SO, SU, T, TCL, GE, EMR, WBA
Mirko Consalvi (Founder and Owner of wikireturn.wordpress.com)
I am italian independent investor and living in Rome.
I have a strong interest in tactical strategies, and have developed quantitative investment methods through rigorous backtesting and numerical analysis.
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars