I am a retired airline executive with legal and financial experience. I have a background in economics and finance with a focus on securities and securities analysis. I was in private practice for 10 years doing trial and appellate work prior to joining United Airlines where I did both transactions and litigation. I was with United for over 29 years, the last 17 as Assistant General Counsel. I now am a self directed investor, seeking to create cash flow to supplement our pensions and social security. I take a long term view focusing on securities that create a steady cash flow.
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Biotech & Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T
Self-directed private investor. Formerly a executive in a public company with a background in finance. My focus is dividend growth investing and the purpose is to create and maintain a growing cash flow to pay my living expenses.
David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
Automation Tooling - Adaptek Systems is an innovative leader in standard and custom designed automated production equipment solutions. Since 1989, the Adaptek Team has been part of the production success for hundreds of our clients involved in producing electronic or mechanical components in automated assembly, testing and unique processing operations.
Born and raised in a small mid-western town. Taught the value of saving and investing though funds were initially limited. Consolidated & converted index portfolios to DGI over the last couple of years. Income is ~50% of required balance to achieve FI, with less than a decade to early retirement. Hope to continue to learn and deploy ideas learned from SA authors.
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 80+ stock portfolio is listed here by sector, largest holding by value is listed first. Updated 9/3/2016.
Consumer Defensive (15): KO, PM, GIS, MO, TGT, KMB, CVS, DEO, PG, PEP, MDLZ, CL, KHC, UL. RAI -
Consumer Cyclical (8): MCD, SBUX, GPC, NKE, HAS, MAT, VFC, HD -
Healthcare (6): JNJ, ABBV, AMGN, CAH, BDX , GILD -
Healthcare eREITs (6) : OHI, VTR, HCN, NHI, CCP, HCP. -
Energy (4): XOM, CVX, OXY, VLO, -
Tech (2): ADP, CSCO -
Industrial(8): BA, UNP, MMM, CMI, CAT, GWW, NSC, LMT. -
Financial (8): NRZ, ARI,, LADR (mREITs) TROW, MA, V, WFC, MET -
Equity Reits (11): WPC, DLR, O, CLDT, STAG, STWD, LXP, UBA, SNR (small), CTO, SPG -
BDCs (6): ARCC, MAIN, PNNT, HTGC, NEWT (small) GAIN -
Telecom (2): VZ and T -
Utility (10): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP, EXC, FE -
DNP is a CEF which predominately holds Utilities.
Retired investor, focused on DGI (including REITS), invested in SWANs and moats w strong balance sheets/cash flows that are steady growers. With these investments, holding period is long-term making it easier to own a great company issuing dividends regardless of manic-depressive Mr. Market correction/bear market gyrations. Currently reinvesting divvies in deferred accounts. Compounding, 8th wonder, but div reinvestment with div growth = exponential returns = 9th wonder!
Early 40's, Project Manager State Agency in California. Self direct investor for less than a decade. No financial education/employment background whatsoever. Been following the SA site almost daily since opening the brokerage account and building my knowledge base for investing slowly but surely. SA has been an immeasurably valuable tool in my toolbox as far as investing goes and has helped lead me to other resources online and elsewhere. Family member suggested a DGI approach prior to me opening the brokerage account and have found the strategy fits my timeline, personality and goals. Mistakes might provide some of the best lessons but of course I would prefer to skip those classes.
Long: ABT AAPL CVS D EMR HRL JNJ KO LEG MAIN MO O OHI ORI PG PSEC RAI SO T TGT UL XOM SCHD
Though strikingly familiar in appearance, I hold no association with that dynamic, Insurance hawking Gecko. I am also not affiliated with that 1980's win-at-all-costs stock broker that so many greedy people seem to love. I'm just a plain old gecko, trudging through life on the corporate hamster wheel while dreaming and working towards the day when I can tell my employers to kiss my tail goodbye for the last time. My focus is income, but I also look for growth. Over time, I expect this shift to move primarily to income stocks. A Gecko cannot pay for fruity umbrella drinks without cash in his pocket afterall! I believe it is of the utmost importance to ease into the market. Buy small positions which you will not be tempted to sell. Look to add to those positions over time at better value points. Do not diversify for diversification sake. Rather, diversify naturally by finding great companies selling at compelling prices. Do this slowly and consistently and I believe you will be well rewarded in the future. Long: AAPL, ACRE, AMZN, ARCC, ARI, BRK/B, BWLD, CCP, CLDT, CSCO, CVS, DIS, FB, FLO, GILD, GOOGL, HRL, KHC, MA, MAR, MNST, MO, NEWT, NFLX, OHI, PCLN, PSX, RAI, SBUX, T, TGT, WPC