A passionate investor (and former energy dividend writer for The Motley Fool) with 18 years of experience currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 5-6% yield
2. Offers 10%-11% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Value Investor. Research Analyst.
Follow me if you are a patient investor who can weather short-term volatility.
Creator of the V20 Portfolio. Follow my analysis here: http://seekingalpha.com/article/3558556-the-v20-portfolio-introduction.
If you are interested in getting a sample report from my research service please shoot me a message at john.steinberg22[at]hotmail.com. Please include your background (professional/retail) as well.
Moderately conservative individual investor that tends toward value investing but not exclusively. Learning new strategies and look forward to sharing in dialogue with others here to learn. I also teach a financial management for non-financial managers class as an adjunct professor that touches on financial statement and project financial analysis. While not very risky in my outlook, knowledge offsets risk, so I consider non-standard investments too when I can educate myself and understand them.
No-nonsense, free investment newsletter that picks apart Wall Street's latest headlines to expose the truth and real profit trends, written by seasoned investment professionals.
Our mission? To challenge Wall Street's most widely accepted wisdom. http://www.wallstreetdaily.com/
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.
VanEck’s mission is to offer investors intelligently designed investment strategies that capitalize on targeted market opportunities. VanEck seeks to provide long-term competitive performance through active and index strategies based on creative investment approaches and portfolio delivery.
At VanEck we are driven by innovation, our hallmark since the company’s founding in 1955. Our efficiently-constructed investment strategies benefit from our experience and in-depth knowledge of targeted asset classes. Our actively managed VanEck Funds target natural resource equities and commodities, emerging market equities, global fixed income, and liquid alternatives. Security selection is the cornerstone of our approach to managing these funds. Our index-based VanEck Vectors ETFs are purpose-built, aimed at either providing exposure to asset classes that are underrepresented in investor portfolios or offering a superior approach to established investment categories.
We offer unique, actively managed investment portfolios in hard assets, emerging markets, precious metals including gold, and other alternative asset classes. Headquartered in New York City, we have a network of offices worldwide, including offices in Sydney (Australia), Shanghai (China), Frankfurt (Germany), Madrid (Spain), and Pfaeffikon (Switzerland).
Day trader whose strategy is based on arbitrages in preferred stocks and closed end funds.My group consists of 10 traders.We trade every single preferred stock or closed end fund that provides an arbitrage opportunity. Our research includes stocks that most of the people have not even heard. We have developed our own statistical tools that make most of our arbitrages statistically proven. As a trader I don't just analyse , I trade my analysis and pay the price when I am wrong.That is the main reason I respect opinions only when backed by taking the risk of being wrong.Words or opinions mean nothing in this business and the only person who is right about a certain situation is the one who makes money out of it.
Ever feel like trading is like rolling dice? In a way, it is, because every mathematical model of the market includes a stochastic aspect. But I believe we can load the dice in our favor through the use of statistics. Understanding both the stock market and each individual stock as a sort of random process with its own characteristics allows us to more accurately predict what it will do in the future. Coupling statistics with fundamental analysis, I have the goal of revealing to you the hidden patterns within stocks so that you may do what you wish with that information.
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 .
Semi-retired at present. Worked my entire career as a civil/environmental engineer for consulting engineering firms on various municipal infrastructure projects. I have worked as a project engineer, project manager, and office manager. I have also owned my own firm. Currently working as a private consultant for various water and wastewater districts as district engineer. Also consulting in water/energy production and conservation in a limited and very project specific manner.
Own a house in California (Bay Area) and Thailand (Bangkok) where my wife and I split our time.
Goal is to achieve sufficient cash flow to maintain current life style without dipping into principal and to have fun along the way.
I was a software engineer for a little over 21 years before I decided to call it quits to the corporate world when I was 45 years old (in 2014). I have always dreamed of retiring early, but I didn't plan to retire until I was 50 years old. When I realized my investment portfolio could generate the income I needed to free my life from the shackles of the corporate world, I quit my job and never looked back.
I did not win the lottery, inherited large sums of money, nor got lots of stock options from a company that I worked at that IPO'ed. It was all very hard-earned. I lived below my means and saved a substantial percentage of my take-home pay ever since the third year of my professional life.
I've been a lurker on SeekingAlpha for years, and finally decided to become a contributor to document my journey as an early retiree.
It's hard to categorize me as an investor. Although I'm mostly "dividend growth" minded, I also dabble in growth, deep value, speculation, as well as a little hedging now and then with options.
Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
Market enthusiast interested in stocks, bonds, closed end funds, mutual funds, and exchange traded funds. Inclined towards investing in stable, dividend paying, and reasonably valued companies. Philosophies always applied since 2006 are to understand the company's product and/or service, like the capital structure, feel management is competent, make sure there is a competitive advantage, and be informed about the industry.To back up my passion, I have a Bachelor's in Accounting and a Master's in Finance.
Schwab Trading Services is a division of Charles Schwab. On a weekly basis, we will cover topics like trading strategies, risk management, options, trading in volatile markets, and more.
Gaudi Schneider is currently a stay-at-home dad with previous exposure to portfolio management and derivatives. Interests include investment strategies and concepts of portfolio construction, as well as back-testing of systematic strategies.
I'm a retired electrical engineer and adjunct professor of math and engineering. I am also working on an engineering book.
I have been investing for over 30 years, starting off with stock index funds, bond funds, and stable value funds and later migrating in part to dividend paying stalwarts as retirement approached. I typically use a "buy and hold" strategy with an eye on the long-term.
I am a member of the "Apple cult" so until it is proven otherwise that Apple is not a great company that develops and sells great products that people love I will continue to buy their products and own their stock.
Just a guy with an interest in the stock market. Trying to find good companies with good yields so I can retire.
I am long:
Energy: CVX COP XOM
Finance: JPM AFL MA V
Industrials: BA GE MMM
Teleco: T VZ
Consumer goods: MO PM KO PG GIS PEP
Consumer Discretionary: LUV SBUX
Tech: MSFT APPL CSCo
Health: ABBV JNJ CVS GILD
REITs: O VTR
I am an essayist who writes primarily about Burkean conservatism, capitalism, and the concept of durable independence. I specialize in investment theory, Iowa politics, education, and family travel. My interests range from home and furniture restoration, to scuba diving, cycling, camping, and gardening. I also like to write about connections I see between literature, philosophy, art, history, and current affairs. I hold a master’s degree in politics from Iowa State University, graduated magna cum laude and was the recipient of Iowa State’s graduate research award in in 2015.
I have worked as a teaching assistant (ISU), a fiction writer (Losing Latitude, Symptoms of a Broken Heart), a political blogger (Des Moines Examiner), a hospitality auditor (Hilton), a publisher (Remarco Publishing), a vending machine repair man, an antique furniture restorer, and a swimming instructor. As an undergraduate, I worked full-time overnights at a gas station to pay for school. For the last six years, my primary job has been as a stay-at-home dad to two children ages six and four.
I am currently working on a book about the definition of conservatism and the value of durable independence, as well as laying the groundwork for a non-profit that focuses on land conservation and utilization in Iowa. In 2016 (when my youngest starts school) I’ll be looking for teaching opportunities in central Iowa or administrative work in higher education.
IT consultant and personal investor with 20 years investing experience. I have moved from active trading and option investing to primarily ETF investments. I am in the process of redesigning my portfolio for Dividend Growth and Income to support an early retirement soon.
Dividend Growth Investor since 2011.
In July 2013 we moved from a managed account with a mutual fund, stock and bond portfolio to our own Dividend Growth portfolio. I am still evaluating the current portfolio holdings as they fit in our DGI "Plan".
Update: June 2015 I am now fully retired and am following our plan for life long financial independence. Retirement and financial independence are two different life goals and as such should be treated differently. Now when I check our discount brokerage account I now look at the cash being generated rather than the total value. This income generating plan seems to be working just fine as dividends are being used to support our day to day life. We currently have a 4.1% yield, 4.4% YOC and 6% dividend CAGR.
My Father was a DGI for over 70 years and my parents lived off the dividends for over 30+ years showing me the way forward.
I continue to read S/A articles daily and am still learning from the many dedicated authors.
I volunteer my time to our High School First Robotics Team. It is amazing what these students can do over the 6 week build season.
There are certain stocks I will not buy and I like to have stocks of products we use. For example when we pay for gas the dividends from XOM, CVX and COP pays the bill and BCE, RCI and VZ pay for phone and internet. You get the idea. If there was only a good dividend vacation stock... Maybe CNK.
I am long on the following: Comments welcome on my holdings.
Info Technology; AAPL, CSCO, GOOG, GOOGL, MSFT, WU
Telecommunications; BCE, RCI, T, VZ
Financials; AFL, BRK-B, CB, PRU, TMP, USB, ORI
Industrials; CHRW, CSX, DE, EMR, GE, IBM, MMM,
Consumer Discretionary; CNK, DRI, LEG, MCD, SJR
Consumer Staples; CPB, KMB, KRFT, PEP, SYY, PG
Energy; COP, CVX, XOM, RDS.B, KMI, HP
Healthcare; JNJ, MDT, MRK, PFE, SNY
Utilities; D, DUK, PPL, SO, WEC, XEL, SCG
REITs; DLR, HCP, KIM, O, OHI, VTR, WPC, NNN
MLPs; SXL, ARLP, PAA
BDCs; MAIN, PSEC**
CEFs; GOF**' NIO** DMO**
* Being evaluated for sale and reinvestment.
** Speculative 1/3 positions
Oct2013 - Bought DLR on the dip hoping for a bounce.
Oct2013 - Sold EXC at a loss and bought XEL. EXC (left over from my adviser)
Jan2014 - Added ARLP to my wife's IRA, TGH and KRFT to taxable account on Jan dip
Jan2014 - Added VTR by taking the profits from WLP and STJ (left over from my adviser)
Feb 2014 - Added T on a dip at 32 ( I wanted this stock for many years and finally pulled the trigger.)
July 2014 - Sold LOW and AMAT, took profits and added to my SO holding in taxable account.
Sept 2014 - Sold TSCDY and VDC in our taxable account.
Sept 2014 - Sold VDC in my trad IRA and added HCP.
Oct 2014 - bought more XOM on the recent dip.
Dec2014 - bought more CVX and T on the recent dip.
Sold TGH, IBM at slight loss
Dec2014 - will transfer 50% of my 401k to trad. IRA. Let the buying commence.
March 2015 - All 401k money has been transferred to TIRA
Since Jan 1 2015 I have added to the following positions on limit orders to maximize value.
DUK, VZ, O, RDS.B, CVX, EMR, JNJ, VTR, WPC, OHI, HCP, DLR, PEP, T, KMB, RCI, PPL, GE
SCG, MAIN, NNN, PG, PAA, HP, NNN, ORI, (PSEC, NIO)**
Purchased KMI, KO, UTG, JNJ, MAIN and GILD on the Aug 24th "Flash Crash". Great bargains!
Dec 2015 sold BRK-B and WU at a gain to offset the KMI loss.
Jan 2016, Added my TGT, MMM, EMR and SCHD for my wifes IRA.
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries.
After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fisher, Charlie Munger and Warren Buffett. You can read about my thoughts on a suitable portfolio structure for early retirees here.
My articles should not be considered to be any kind of investment advice. What suits me well is not necessarily good for others, as successful investing is somewhat like a marriage: If only one is perfect, the marriage won’t work. So please do your own research and remember Benjamin Graham's advice: “The investor’s chief problem — and even his worst enemy — is likely to be himself.”
I sincerely hope that my readers will ignore the Performance calculations provided by Seeking Alpha (although only to Pro subscribers, I believe). For reasons unknown to me, some of my European stock picks seem to be tracked inaccurately by Seeking Alpha's system. Spin-offs are not included in total return calculations and many of my correction requests didn't receive any answer at all. Moreover, my time frame almost never is as short as only 1 year (the maximum included in Seeking Alpha's table) and personally I consider the 1 year performance of my stock picks to be close to meaningless.
Jim Van Meerten is an advisor to Marketocracy Capital Management and writes on financial subjects here and on Barchart Portfolio Blogs and Seeking Alpha. He earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and attended post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law, Accounting and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He also passed the Georgia CPA Exam, the Certified Internal Auditor Exam, and the FINRA Series 7, 24 and 9/10 exams.He is presently also a contributor on MSN Top Stocks Blog, Motley Fool and is a member of the M100 on Marketocracy, an elete honor chosen by the editors of Marketocracy as being in the top 100 portfolio managers of over 100,000 portfoiios they review. He would enjoy hearing your comments at JimVanMeerten@gmail.com.
Carolyn Pairitz joined the Seeking Alpha Editorial Team September '13 and covers the ETFs and Financials vertical. Before joining, Carolyn was a contributor at ETFdatabase, Commodity HQ, and Dividend.com.
Carolyn graduated from DePaul University March '13 with a double BS in Finance and Economics along with a minor in Graphic Design she expects to never use. She is a Chicago native but currently resides in Boston, trading in bitter cold for mountains of snow.
I'm a finance student with an passion for financial markets. I first learned about Seeking Alpha when they hosted a stock pick challenge on campus. After learning about the "wisdom of crowds" I decided to research what Seeking Alpha truly was to get a better picture. After lurking on Seeking Alpha for some time, I decided to write my own articles. Now I'm completely hooked to its culture.
Keuka Capital, LLC is an unregistered investment advisor that partners with clients to manage their investment account. Keuka Capital has a long-term, value-oriented approach to evaluating investments opportunities and building client portfolios. Our client portfolios are typically comprised of fifteen to twenty individual stocks complemented by low-cost bond and commodity exchange traded funds. Contrarian by nature, Keuka Capital tends to open long positions in out-of-favor stocks that are trading below their intrinsic value. Keuka Capital is incubating a total return fund with the objective of maximizing risk-adjusted returns over the long-term. Please see www.keukacapital.com for more information.
First of all, let me state that I am NOT a CPA, attorney, nor financial planner. I am just a relatively savvy stock investor who wants to help the general public find their way through some of the maze of stock investing.
I am 85 years young, although you might not think so from my accompanying newest picture. Yes, that is reallly me, age 84 and 11 months. I have been investing in stocks and bonds for about 60 of those years. It is now my main hobby. I invest mainly in high-yield stocks rated A- or lower down to B. I got stung a few years ago when Lehman Brothers, rated AAA, went down the tubes, costing me over $25,000, so decided to never again get involved with highly rated (over-rated) stocks that paid only small dividends. I prefer the high-yield stocks like BDCs, REITs, and MLPs from which I can get paid NOW, even though I actually expect to last another 20 years or so. I have developed my own stock investing system that I call MRHY (medium risk, high yield).
I took early retirement in 1987 from a job as manager of a Computer Systems and Programming department at a large life insurance company. I am the holder of a CDP (Certificate in Data Processing) from the Data Processing Management Association (DPMA). During my working years, I frequentlly worked closely with the company actuaries and accountants. I even took some actuarial classes to be able to work with the actuaries in their own language and skills. Those experiences, plus my computer skills and high IQ, have alllowed me to build my stock portfolio from less than $300,000 in 1987 to over $600,000 in 2007. I also have the benefits of ~95% long term retention of whatever I read or hear, which is very useful in stock market investing. I inherited $everal hundred thou$and in 2011, which I have invested in medium-risk, high-yield stocks (MRHY), so that my total stock portfolio is now well over $1.25 million.
The above Bio was posted a couple of years ago and has now (October, 2015) been updated. My stock holdings are now over $1.5 Million and my annual dividend income is now just
over $175,000. I also collect income from SSA, 3 annuities that my deceased wife and I started receiving when we retired, and a restaurant seating about 120 that I bought in November, 2014, for a total annual income of about $240,000.
Folks, if I can do it, you can too. All that it requires is a good brain with an understanding of the financial world, mathematics, and a little actuarial science, plus a high risk tolerance!
I am a retired investment adviser. I write a blog that concentrates on dividends and income. In my web/blog I profile dividend stocks that I call Dividend Machines because they are safe and deliver ever increasing income. High Yield Bonds bought at par or below and covered calls on dividend companies are additional sources of income that individual investors should learn to use and that I discuss on my site. My ideas and historical data are free to readers. The Money Madam
Six-time CEO followed by successful strategy and executive-team-performance-improvement consulting business. Semi-retired (not working full time but serve on 2 corporate Boards) and re-balancing my portfolio to dividend growth. Objective is to get 5% from portfolio every year - 3.5 points from dividends and 1.5 points from capital gains. Prefer higher DGR to higher yield, but need about 3% yield on portfolio. "...research revealed some surprising results. Over any longer period, say five to ten years, the companies with the lowest dividend yields and the highest consistent dividend growth were the top performers." Divs should be from companies whose long term history is raising divs faster than inflation. Therefore, over time the 1.5 points from stock sales should diminish to $ zero. The overall portfolio should have 3 buckets of roughly equal proportion: A. 2 to 3% yielders with high DGR (>10% over at least 10 + years - stocks most often come from Consumer Cyclical, Tech, and Industrial sectors) B. stocks which have a much higher than average dividend yield, say 4 to 6%,combined with dividend growth at 6 to 8%/yr over 5 + years. Portfolio B stocks are mostly filled with Utilities, Telecommunications, REITs, and Energy stocks. C. very undervalued stocks which combine a higher than average dividend yield 3 to 4 % with at least a dgr no less than 6%. These stocks don't come from specific sectors because the reasons for undervaluation are company/industry specific headwinds or uncertainties. % needed from sales equals about 1% of portfolio. Anticipating a 6 to 8%/yr long term increase in portfolio value, not counting divs, I expect portfolio value to increase and therefore provide a necessary cushion to achieving planning objectives. Stock prices follow earnings in the long term. Therefore, stock prices should increase at roughly the DGR and vice versa. So, primary focus should be on estimated 5 and 1 year EPS growth, followed by 10, 5,3 and 1 year DGR histories. Be mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. But, I do a thorough review every quarter to see if some stocks can be replaced with higher quality without sacrificing yield. Quality in this case means higher: estimated 5 year EPS growth; 10, 5, 3 and 1 year DGR; better Graham; or lower payout ratio. This review causes a turnover of 1 to 2 stocks per quarter. I Concentrate efforts on stocks which grow earnings and dividends and which provide outstanding total returns over time. For the most part, this means confining choices to the CCC list for security of dividends continuing and growing, and to limit downside swings in portfolio value. Diversify across sectors and geographic locations. Don’t buy illiquid stocks. CCC filters: 1. Est 5 year growth > 8 to 10% 2. NY growth > 8 to 10% 3. 5 yr DGR > 8 % 4. 1 yr DGR > 8% 5. D/E 3%), low payout stocks (
Value investor focused on micro-caps.
I am an analyst for CompleteBankData and also a
Always looking for more opportunities and to grow my professional network. Feel free to message me anytime.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation