John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (UCLA) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
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.
Author of Quantitative Investing, the Quantitative Risk & Value letter and the free Market Timing Signals. Often in the SeekingAlpha top 5 on Portfolio Strategy. Available model portfolios: market neutral, growth, closed-end funds, Vix trading. For more information, click "send message".
PhD, Software Engineer, Civil Engineer, 20+ years working in various sectors and countries. Also a lifelong rock climber and ex ski-mountaineering racer.
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!...
Six-time CEO, followed by founding, in 2003, highly successful strategy development and executive performance-improvement consulting business. Semi-retired (not working full time but serve on corporate Boards).
I am a personal finance and investing blogger. A software designer by profession, I have a passion for economics, business, finance and investing. My personal financial goals are to generate enough passive income to fund my retirement, and along the journey - share my experiences and help the readers.
Founder of "The Contrarian", a premium research service, featuring the "Bet The Farm" Portfolio. Actively investing since 1995, I have soared like an eagle, and been unmercifully humbled by the markets. Achieved positive returns in 2008, and turned an account with $60,310 on 1/1/2009 into an account with $3,177,937 on 11/30/2009. My best years have been 1995-2003, 2008-2012, and 2016-????. My worst years were 2013-2015. I believe inflation is coming, and we are at an inflection point in the markets.
Twenty year career as an investment analyst, investor, portfolio manager, consultant, and writer. Founder of Koldus Contrarian Investments, Ltd, which was incorporated in the spring of 2009. Dyed in the wool contrarian investor, who has learned, the hard way, that a good contrarian is only contrarian 20% of the time, but being right at key inflection points is the key to meaningful wealth creation in the markets. I believe we are near a meaningful inflection point, perhaps the biggest one yet, for the third time in the past 15 years.
Historically, I have had huge wins and impressive losses based on a concentrated, contrarian strategy. Trying to keep the good while filtering out the bad.
Seeking to run an all weather portfolio with minimal volatility and index overlays to capture my strategic and tactical recommendations along with a concentrated best ideas portfolio, which is my bread and butter, but the volatility only makes it suitable for a small piece of an investor's overall portfolio. The following are a couple of my favorite investment quotes.
"Life and investing are long ballgames." Julian Robertson
"A diamond is a chunk of coal that is made good under pressure."
"Knowledge is limited. Imagination encircles the world." Albert Einstein
I’ve been on top of the world, and the world has been on top of me. I have learned to enjoy the perspective from each view, and use opportunities to persistently acquire knowledge, and enjoy the company of those around me, especially loved ones, family, and friends.
At heart, I am a market historian with an unrivaled passion for the capital markets. I have had a long history and specialization with concentrated positions and options trading. Made money in 2008 with a net long portfolio, deploying capital in some of the market's darkest hours into long positions including purchases of American Express, Atlas Energy, Crosstex, First Industrial Real Estate, General Growth Properties, Genworth, Macquarie Infrastructure, Ruth Chris Steakhouse, and Vornado near their lows. Shorting, hedging, and option strategies also helped me in 2007 and 2009, and these are skills that I have developed ever since I started trading heavily in 1996.I enjoy reading, accumulating knowledge, and putting this knowledge to work in the active capital markets, learning lessons along the way.To this day, I continue to learn, and some of these learning lessons have been excruciatingly difficult ones, especially over the past several years, as I made mistakes allocating capital, including a sizable portion of my own capital (I always invest alongside my clients), to commodity related stocks. While all commodity related stocks have struggled since April of 2011, coal companies, which attracted me due to their extremely cheap valuations, and out-of-favor status (I am a strong believer in behavioral finance alongside fundamentals and technicals) have been the worst investing mistake of my career. The focus on the commodity arena has been the biggest mistake of my investment career thus far, yet in its aftermath, I see tremendous opportunity, even larger in scope than the fortuitous 2008/2009 environment.The capital that I accumulated and the confidence gained in navigating the treacherous investment waters of 2008 gave me the confidence to launch my own investment firm in the spring of 2009, right before the ultimate lows in the stock market. At the time I was working as a senior analyst at one of the largest RIA's in the country, and I felt strongly that the market environment was the best time since 1974/1975 to start an investment firm.
Prior to starting my firm, I was a senior analyst for three different firms over approximately 10 years (Charles Schwab, Redwood, Oxford), moving up in responsibility and scope at each stop along my journey. Since I was a paperboy, I have always had an interest in the investment markets. I love researching and finding opportunities. I am a Chartered Financial Analyst, CFA, as well as a Chartered Alternative Investment Analyst, CAIA. After starting in the teaching program at Ball State University, I switched to a career in finance when I turned a small student loan into a substantial amount of capital. I graduated summa cum laude with a degree in finance from Ball State.
Full disclosure, I am not currently a registered investment advisor, though I did serve in this capacity from 2009-2014, while owning Koldus Contrarian Investments, Ltd. Additionally, I held various securities licenses from 2000-2014, without a single complaint filed, and I continue to hold industry designations. At the end of 2014, I voluntarily let my state registration expire, as I transitioned the business to a different structure. Prior to this, I had passed, and held, various securities exams and licenses, including the Series 7, Series 63, and Series 65 exams, in addition to others, alongside my CFA and CAIA designations. Unfortunately, I did not file the proper paperwork to withdraw my state registration, and I did not disclose a personal arrangement, and subsequent civil case, between myself and a former close personal friend and client, that was initiated in 2011. I was unaware that I was required to disclose these items, and my securities attorney, at the time, did not advise me to do so. Previously, I had managed a portfolio for this gentleman, and we had taken an investment of approximately $7 million in 2009, and grown it to over $25 million at the beginning of 2012. After a difficult year of performance, an employee of the firm I owned, and friend, resigned in early 2013, and took the aforementioned client to a competing firm. As a result of not filing the proper paperwork, I agreed to a settlement, with a potential $2500 fine in the future, depending on if I choose to reapply to be a non-exempt advisor.
Jonathan Moreland is the founder and Director of Research at InsiderInsights.com, which produces the weekly InsiderInsights Newsletter, and offers institutional strength, real-time insider data and analytics via a subscription Data Module and APIs. He is also principal of Insider Asset Management llc, a registered investment advisor in New York State, and a past contributor to TheStreet.com, Minyanville, and other financial outlets.
A fundamental analyst with an MBA in finance, Mr. Moreland identified insider data over 25 years ago as an excellent first screen to determine where to focus his research efforts. He is quoted frequently in the media for his insider analysis, and stock recommendations stemming from it. He is also author of Profit From Legal Insider Trading (Dearborn 2001), and has a new book due out with Wiley.
Mr. Moreland is currently on a mission to get investors to expect more from insider data than the commodity feeds they rely on from their Bloomberg terminals, Yahoo!Finance, and other financial websites.
After more than 4 decades in the financial markets, Robert P. Balan has retired. Education in mining engineering, computer science, finance, and training in economics led to a commodity analysis career during the commodity boom of the early 1970s. Robert made a switch to global macro focus in the early 1980 when the commodity bull market waned, with specialization in foreign exchange. Robert wrote a very high profile daily FX analysis while Geneva-based in the mid-1980s (the first FX commentary with a real global readership, "most accessed" in the Reuters and Telerate networks from 1988 to 1994). He worked for Swiss Bank Corp and Union Bank of Switzerland (precursors of today’s new UBS) as head of technical research and as proprietary trader in various major finance centers (London, New York, and subsequently head of proprietary trading in Toronto, respectively) from late 1980s to mid-1990s. A stint at Bank of America as head of global technical research (in London and New York) followed in late 1990s to early 2000s. Robert did technical analysis for Saxo Bank (Denmark) in the mid-200s based in New York. He returned to Switzerland in 2004 as head of technical research and strategy, and FX and commodity market analyst for Swiss Life Asset Management in Zurich. He joined Diapason Commodities Management in 2008 as senior market strategist, and subsequently as Chief Market Strategist, utilizing fundamental macroeconomic drivers, and structural/technical data in modeling asset price and sector movements. Robert wrote a book on the Elliott Wave Principle in 1988, which was hailed by the London Society of Technical Analysts as “the best book ever written on the subject”. Robert is a member of the National Association for Business Economics (NABE), USA.
Asif Suria is an entrepreneur and investor with a focus on event driven strategies including merger arbitrage and insider trading. He publishes a weekly post that includes the latest mergers and highlights the largest spreads. He also publishes a weekly post that highlights the top 5 insider purchases and sales of the week. Asif is also one of the earliest contributors at Seeking Alpha and has been regularly contributing content since 2005.
At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will move higher.
Please read our Disclaimer that applies to all articles published on Seeking Alpha: http://www.valuentum.com/categories/20110613
Follow us on Twitter: @Valuentum
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 40-something year old retired US lawyer living as an expat in Lisbon, Portugal. I publish articles here on SeekingAlpha, and have an expanded group of articles and posts on my webpage, TheInvestorUnderground.com.
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.
Fredrik Arnold is my pen name. In 2012 I retired from doing quality service analysis for John Hancock Long Term Care Insurance in Boston then moved to North Carolina in 2013. My fascination with capital preservation, fixed fractional trading, and trading systems keeps me blogging for Seeking Alpha. Most of my articles focus on dividend yields and analyst mean 1 yr targets as stock trading indicators. These are essential tools for catching the most valuable dividend dogs.
I'm an individual investor looking to grow my wealth over the long term. I've tried many different styles of investing over the last 25 years and have found that buying dividend growth stocks and reinvesting the dividends is one of the easiest ways to grow wealth over the long term. Over the years, I've owned stocks, options, ETFs, treasury notes, and mutual funds. I operate a blog, HarvestingDividends.com, that provides information on the S&P Dividend Aristocrats and other dividend growth stocks.
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
First, the good stuff. Here's my portfolio ...
Consumer Discretionary: MCD, NKE, SBUX, TGT
Consumer Staples: COST, CVS, GIS, KHC, KO, MO, PEP, PG, PM, RAI, WBA
Energy: CVX, KMI, XOM
Health: ABBV, AMGN, GILD, JNJ, MCK
Industrial: BA, LMT, MMM
REITs: HCN, NNN, O, OHI, VTR
Technology: AAPL, MSFT, QCOM
Telecom: BCE, T, TU, VZ
Utilities: AVA, D, SCG, SO, WEC
ALSO: small stakes in 25 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, DE, EMR, GE, GPC, HCP, HSY, IBM, KMB, MKC, NEE, QCP, SHPG, SJM, UTX, V, WFC, WMT.
Now, a little about me:
I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.
My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!
Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).
Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in the Charlotte metro area; in March 2016, we won the first conference championship in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 5-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Warriors! Also big fans of the Carolina Panthers.
I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
I am a buy and hold common stock investor. Warren Buffett is definitely my guru. He makes the most sense to me. I began investing in the stock market at age 14 in 1970 with money earned on my paper route. What I have done since 1970 is invest primarily in the Dividend Aristocrats whenever the stock market is relatively low. I have never sold a single share of stock except on the rare occasion when one of my stocks was bought out for cash and I was forced to sell.. I keep all of my stock certificates or direct registration statements in a safe deposit box at the bank. I do not automatically reinvest dividends. I only purchase stocks when I feel that the stock market is relatively low. Brown University, B. A., 1978. Below are the 36 stocks in my portfolio.
I own each of the 353 stocks listed below. Data is from early November. Retired at age 60, currently age 63. Living off pensions and social security. I do not intend to draw on dividends before 2017. Total Portfolio yield 3.30%.
Percentage of portfolio allocation based on dividend yield:
Growth yield, 0%: 13.0%
Growth and Income yield, 0.1% - 2.7%: 30.0%
Slow Growth and Income yield, 2.71% - 5.0%: 40.0%
Income yield, 5.1% and up: 17.0%
FastGraph Total Value Data if $10K was invested with all dividends reinvested for 19 year time frame unless stated other wise if you invested in that stock for that entire time:
Symbol : Descrip : Yield : Total Value : # yrs of accumulation
AAPL : APPLE INC : 2.0400 : $1,499,172 : 19
ABBV : ABBVIE INC : 4.3400 : $18,691 : 5
ABC : AMERISOURCE : 1.8600 : $131,147 : 19
ABT : ABBOTT LAB : 2.7300 : $24,463 : 19
ACN : ACCENTURE : 2.0300 : $98,348 : 17
ADNT : ADIENT : 0.0000 : xxxxxxx : 0
ADBE : ADOBE SYS : 0.0000 : $213,667 : 19
ADP : AUTOMATIC : 2.3700 : $75,117 : 19
AEP : AMERICAN EL : 3.9900 : $39,335 : 19
AFL : AFLAC : 2.4200 : $76,219 : 19
AGN : ALLERGAN : 0.0000 : $86,787 : 19
AGR : AVANGRID : 4.4700 : $10,281 : 1
AHGP : ALLIANCE GP : 7.3900 : $26,175 : 12
AIG : AMERICAN INTL : 1.9200 : $86,787 : 19
ALGN : ALIGN TECH : 0.0000 : $67,318 : 16
AMAT : APPLIED MAT : 1.2600 : $106,283 : 19
AMGN : AMGEN : 2.7700 : $110,490 : 19
AMP : AMERIPRISE : 2.6400 : $30,189 : 12
AMT : AMERI TOW : 2.0400 : $48,905 : 19
AMTD : TD AMERITRADE : 1.6400 : $370,212 : 19
AMZN : AMAZON : 0.0000 : $5,033,670 : 19
ANET : ARISTA NET : 0.0000 : $14,102 : 3
ANTM : ANTHEM : 1.8400 : $62,533 : 16
AOS : AO SMITH : 1.0000 : $100,660 : 8
APD : AIR PROD : 2.4600 : $71,341 : 19
APH : AMPHENOL : 0.9300 : $521,038 : 19
APU : AMERIGAS LP : 8.1600 : $99,635 : 19
ARCC : ARES CAP : 9.6300 : $26,695 : 12
ARLP : ALLIANCE LP : 7.4500 : $210,304 : 17
ASIX : ADVANSIX : 0.0000 : xxxxxxxxxx : 0
ATVI : ACTIVISION : 0.7000 : $356,873 : 17
AVA : AVISTA : 3.3300 : $44,824 : 19
AVGO : BROADCOM : 1.1000 : $104,413 : 7
AVY : AVERY DEN : 2.2900 : $33,390 : 19
AWK : AMERIC WAT : 2.0200 : $42,372 : 9
AZO : AUTOZONE : 0.0000 : $252,295 : 19
BA : BOEING CO : 2.9200 : $39,033 : 19
BABA : ALIBABA : 0.0000 : $10,982 : 3
BAC : BANK OF AMER : 1.4800 : $11,625 : 19
BAX : BAXTER : 1.1300 : $33,476 : 19
BBL : BHP BIL : 4.6300 : $34,194 : 19
BCE : BCE : 4.7300 : $37,915 : 19
BCR : CR BARD : 0.5000 : $191,509 : 19
BDX : BECTON : 1.5700 : $107,662 : 19
BERY : BERRY PLAST : 0.0000 : $30,551 : 5
BFB : BROWN FOR : 1.5700 : $127,127 : 19
BGS : B & G FOODS : 4.4100 : $52,980 : 10
BIDU : BAIDU : 0.0000 : $203,050 : 11
BIG : BIG LOTS : 1.7.000 : $21,556 : 19
BIIB : BIOGEN : 0.0000 : $699,797 : 19
BIP : BROOKFIELD : 4.7300 : $64,689 : 9
BLK : BLACKROCK : 2.4600 : $299,257 : 18
BLL : BALL : 0.6700 : $99,257 : 19
BMO : BANK OF MONT : 3.8900 : $89,049 : 19
BMY : BRISTOL MYERS : 2.6900 : $37,289 : 19
BNS : BANK NOVA : 4.0700 : $54,296 : 19
BP : BP : 6.8900 : $20,618 : 19
BPL : BUCKEYE : 7.5500 : $118,312 : 19
BRKB : BERKSHIRE : 0.0000 : $24,345 : 12
BSX : BOSTON SCI : 0.0000 : $14,374 : 19
BUD : ANHEUSER : 3.4100 : $34,511 : 8
BURL : BURLINGTON : 0.0000 : $25,846 : 4
BWLD : BUFFA WILD : 0.0000 : $129,657 : 14
BYDDY : BYD COMP : 0.0000 : $14,3614 : 10
C : CITIGROUP : 1.1400 : $4,511 : 19
CAH : CARDINAL : 2.5600 : $32,423 : 19
CB : CHUBB : 2.1800 : $90,977 : 19
CBRL : CRACKER BARL : 2.8200 : $77,950 : 19
CE : CELANESE : 0.0000 : $56,508 : 19
CELG : CELGENE : 0.0000 : $2,231,715 : 19
*CEQP : CRESTWOOD : 11.0600 : $1,695 : 19
CERN : CERNER : 0.0000 : $270,039 : 19
CHD : CHURCH & DWIGHT : 1.5800 : $289,220 : 19
CHTR : CHARTER COMM : 0.0000 : $63,734 : 8
CIM : CHIMERA INVEST : 11.9500 : $5,597 : 9
CINF : CINCINNATI FINAN : 2.5500 : $67,030 : 19
CL : COLGATE : 2.3500 : $87,914 : 19
*CLMT : CALUMET : 0.0000 : $3,555 : 11
CLX : CLOROX : 2.7500 : $77,447 : 19
CMCSA : COMCAST : 1.5900 : $61,211 : 19
CMG : CHIPOTLE : 0.0000 : $77,953 : 11
CNC : CENTENE : 0.0000 : $168,412 : 16
COF : CAPTIAL ONE : 1.8100 : $89,689 : 19
COR : CORESITE : 3.0200 : $53,075 : 7
COST : COSTCO : 1.1800 : $184,380 : 19
CRM : SALESFORCE : 0.0000 : $185,115 : 13
CSCO : CISCO : 3.4800 : $50,685 : 19
CSL : CARLISLE : 1.2400 : $95,348 : 19
CTAS : CINTAS : 1.1600 : $68,637 : 19
CTSH : COGNIZANT : 0.0000 : $2,072,423 : 19
CVS : CVS HEALTH : 2.3100 : $94,814 : 19
CVX : CHEVRON : 3.9100 : $61,838 : 19
D : DOMINION : 3.8300 : $90,601 : 19
DEO : DIAGEO : 3.0900 : $46,418 : 19
DG : DOLLAR GEN : 1.2600 : $29,796 : 8
DHR : DANAHER : 0.6400 : $137,744 : 19
DIS : WALT DISNEY : 1.4500 : $54,656 : 19
DLPH : DELPHI AUTO : 1.7300 : $33,625 : 6
DLR : DIGITAL REALTY : 3.8300 : $111,079 : 12
DLTH : DULUTH : 0.0000 : $23,338 : 1
DLTR : DOLLAR TREE : 0.0000 : $193,610 : 19
DNKN : DUNKIN : 2.2400 : $20,380 : 5
DPM : DCP MIDSTREAM : 9.0500 : $29,089 : 12
DPS : DR PEPPER : 2.4200 : $37,527 : 9
DRE : DUKE REALTY : 3.0800 : $41,163 : 19
DUK : DUKE ENERGY : 4.6300 : $20,124 : 19
DY : DYCOM INDUST : 0.0000 : $140,099 : 19
EA : ELECTRONIC ARTS 0.0000 : $85,854 : 19
EADSY : AIRBUS : 1.6600 : $13,171 : 9
ED : CONSOLIDATED ED : 3.8100 : $40,834 : 19
EEFT : EURONET WORLDWIDE : 0.0000 : $56,760 : 19
EEP : ENBRIDGE : 9.6100 : $37,843 : 19
EFX : EQUIFAX : 1.1300 : $45,677 : 19
EPD : ENTERPRISE : 6.3100 : $79,927 : 12
ESRX : EXPRESS SCRIPT : 0.0000 : $605,298 : 19
ETE : ENERGY TRANSF : 6.4200 : $36,772 : 19
ETP : ENERGY TRANSF : 11.9900 : $38,328 : 19
EW : EDWARDS LIFE : 0.0000 : $264,348 : 17
EXPE : EXPEDIA : 0.8200 : $26,616 : 19
EXR : EXTRA SPACE : 4.4700 : $62,034 : 19
FB : FACEBOOK : 0.0000 : $40,794 : 19
FBHS : FORTUNE BRAN : 1.1300 : $44,096 : 19
FDS : FACTSET : 1.2400 : $387,984 : 19
FDX : FEDEX : 0.8500 : $91,770 : 19
FISV : FISERVE : 0.0000 : $179,873 : 19
FIVE : FIVE BELOW : 0.0000 : $12,113 : 5
FIZZ : NATIONAL BEV : 0.0000 : $117,020 : 19
FL : FOOT LOCKER INC : 1.5000 : $35,724 : 19
FLO : FLOWERS FOODS : 3.9600 : $109,025 : 16
FTV : FORTIVE : 0.5100 : xxxxxx : 0
GAIN : GLADSTONE : 9.2700 : $9,673 : 11
GD : GENERAL DYNAMICS : 1.7900 $99,132 : 19
GE : GENERAL ELECT : 2.9500 : $26,247 : 19
GILD : GILEAD SCIENCES : 2.5200 $961,090 : 19
GIS : GENERAL MILLS : 3.0600 : $51,761 : 19
GLP : GLOBAL LP : 11.4200 : $16,185 : 19
GNTX : GENTEX : 1.9600 : $78,232 : 19
GOOGL : ALPHABET : 0.0000 : $152,604 : 13
GPC : GENUINE PARTS : 2.7100 : $39,766 : 19
GRUB : GRUBHUB : 0.0000 : $11,842 : 2
GS : GOLDMAN SACHS : 1.2300 : $36,945 : 19
HAIN : HAIN CELESTIAL : 0.0000 : $177,150 : 19
HBI : HANESBRANDS : 1.8200 : $50,384 : 11
HCA : HCA HOLDINGS : 0.0000 : $22,243 : 6
HCN : WELLTOWER : 5.5100 : $108,937 : 19
HD : HOME DEPOT : 2.1100 : $131,250 : 19
HEINY : HEINEKEN : 1.6900 : $72,956 : 19
HELE : HELEN OF TROY : 0.0000 : $90,849 : 19
HEP : HOLLY ENERGY : 7.0600 : $51,834 : 12
HFC : HOLLYFRONTIER : 4.5000 : $264,301 : 19
HII : HUNTINGTON INGALLS : 1.3400 : $36,799 : 6
HOLX : HOLOGIC : 0.0000 : $54,400 : 19
HON : HONEYWELL : 2.3600 : $49,885 : 19
HP : HELMERICH : 4.0300 : $73,828 : 19
HRL : HORMEL : 1.9000 : $177,018 : 19
HRS : HARRIS CORP : 2.0400 : $81,833 : 19
HSY : HERSHEY : 2.5300 : $69,865 : 19
HUM : HUMANA : 0.55000 : $119,922 : 19
ICE : INTERCONTIN EXC : 1.2500 : $87,562 : 12
ICLR : ICON : 0.0000 : $119,922 : 19
INCY : INCYTE : 0.0000 : $80,877 : 19
INGN : INOGEN : 0.0000 : $32,861 : 2
INGR : INGREDION : 1.7000 : $103,711 : 19
INTC : INTEL : 2.9300 : $29,385 : 19
INTU : INTUIT : 1.2000 : $266,692 : 19
IP : INTERNATIONAL PAPER : 3.450 : 23,720 : 19
ISRG : INTUITIVE SURG : 0.0000 : $355,719 : 11
ITW : ILLINOIS TOOL : 2.0900 : $82,240 : 19
JAZZ : JAZZ PHARMA : 0.0000 : $64,437 : 10
JCI : JOHNSON CONTROLS : 2.5600 : $95,264 : 19
JNJ : JOHNSON & JOHNSON : 2.8400 : $73,057 : 19
JPM : JP MORGAN : 2.4400 : $40,066 : 19
KHC : KRAFT HEINZ : 2.8500 : $10,891 : 1
KKR : KKR COMPANY : 4.1500 : $22,917 : 7
KMB : KIMBERLY CLARK : 3.2100 : $41,885 : 19
KMI : KINDER MORGAN : 2.2800 : $8,240 : 6
KO : COCA COLA : 3.3800 : $24,960 : 19
KR : KROGER : 1.4300 : $36,782 : 19
LB : L BRANDS : 3.3900 : $58,340 : 19
LBRDA : LIBERTY BROADBAND : 0.0000 : $13,199 ; 2
LBTYA : LIBERTY GLOBAL : 0.0000 : $32,782 : 12
LEA : LEAR : 0.9300 : $40,627 : 8
LEG : LEGGETT & PLATT : 2.7600 : $37,194 : 19
LKQ : LKQ CORP : 0.0000 : $145,157 : 14
LLY : ELI LILLY : 2.6800 : $18,859 : 19
LMT : LOCKHEED MARTIN : 2.7500 : $70,742 : 19
LNT : ALLIANT ENERGY : 3.2500 : $56,216 : 19
LOW : LOWES COMPANIES : 1.9600 : $125,213 :19
LXP : LEXINGTON REALTY : 6.7200 : $27,622 : 19
LYB : LYONDELLBASELL : 3.8800 : $42,046 : 19
MA : MASTERCARD : 0.7200 : $239,522 : 11
MAIN : MAIN STREET : 6.2100 : $46,833 : 9
MANH : MANHATTAN ASSOC : 0.0000 : $88,786 : 19
MAS : MASCO : 1.2300 : $19,129 : 19
MBLY : MOBILEYE : 0.0000 : $8,536 : 2
MCD : MCDONALDS : 3.1400 : $72,085 : 19
MCK : MCKESSON : 0.7900 : $31,241 : 19
MDLZ : MONDELEZ : 1.7500 : $20,493 : 16
MDT : MEDTRONIC : 2.2000 : $40,627 : 19
MELI : MERCADOLIBRE : 0.3600 : $57,647 : 11
MFA : MFA FINANCIAL : 10.2400 : $54,231 : 19
MHK : MOHAWK : 0.0000 : $79,068 : 19
MHLD : MAIDEN : 3.6100 : $25,130 : 9
MIDD : MIDDLEBY CORP : 0.0000 : $1,301,751 : 19
MKC : MCCORMICK : 1.8500 : $95,179 : 19
MLM : MARTIN MARIET : 0.7600 : $127,396 : 19
MMM : 3M COMPANY : 2.5800 : $62,832 : 19
MMP : MAGELLAN MID : 4.8600 : $237,472 : 16
MNST : MONSTER BEV : 0.0000 : $11,935,569 : 19
MO : ALTRIA : 3.800 : $42,603 : 19
MOMO : MOMO : 0.0000 : $19,591 : 1
MPC : MARATHON : 2.970 : $26,810 : 5
MPWR : MONOLITHIC : 0.9500 : $80,246 : 13
MRK : MERCK : 3.0500 : $28,069 : 19
MSEX : MIDDLESEX : 1.9800 : $87,494 : 19
MSFT : MICROSOFT : 2.5500 : $94,213 : 19
MTCH : MATCH GROUP : 0.0000 : $12,375 : 1
MXIM : MAXIM INTEGRAT : 3.2900 : $65,23 : 19
NDAQ : NASDAQ : 1.9500 : $58,979 : 11
NDSN : NORDSON : 0.9900 : $95,386 : 19
NEE : NEXTERA : 3.0600 : $106,667 : 19
NFLX : NETFLIX : 0.0000 : $1,285,861 : 18
NHI : NATIONAL HEALTH : 5.0200 : $80,333 : 19
NKE : NIKE INC : 1.3900 : $84,144 : 19
NNN : NATIONAL RETAIL : 4.3300 : $107,952 : 19
NOC : NORTHROP : 1.4500 : $84,511 : 19
NS : NUSTAR ENERGY : 9.2100 : $46,972 : 19
NTES : NETEASE : 1.2900 : $3,157,907 : 17
NUE : NUCOR : 2.4100 : $59,420 : 19
NVDA : NVIDIA : 0.6000 : $453,736 : 19
NVEE : NV5 GLOBAL : 0.0000 : $37,338 : 4
NVO : NOVO : 3.0100 : $247,842 : 19
NWBI : NORTHWEST BANC : 3.3000 : $91,721 : 19
O : REALTY INCOME : 4.2800 : $166,197 : 19
OA : ORBITAL ATK : 1.4000 : $11,455 : 2
OHI : OMEGA HEALTH : 8.4800 : $35,165 : 19
OKE : ONEOK : 4.6000 : $133,150 : 19
OKS : ONEOK PART : 7.5200 : $118,498 : 19
ORLY : O REILLY AUTO : 0.0000 : $80,543 : 19
OXY : OCCIDENTAL : 4.3900 : $100,639 : 19
OZRK : BANK OF OZARK : 1.3700 : $427,854 : 19
PAA : PLAINS ALL AMERI : 6.9200 : $102,084 : 19
PANW : PALO ALTO NET : 0.0000 : $25,902 : 6
PAYC : PAYCOM SOFT : 0.0000 : $28,417 : 3
PAYX : PAYCHEX : 3.2000 : $75,046 : 19
PCLN : PRICELINE : 0.0000 : $28,643 : 17
PEP : PEPSICO : 2.9300 : $55,142 : 19
PF : PINNACLE FOODS : 2.2600 : $25,164 : 4
PFE : PFIZER : 3.8300 : $38,599 : 19
PG : PROCTER & GAMBLE : 3.2400 : $55,382 : 19
PHK : PIMCO HIGH INCOME : 3.9800 : $24,577 : 10
PLNT : PLANET FITNESS : 0.000 : $11,633 : 2
PM : PHILIP MORRIS : 4.6200 : $27,495 : 9
PPG : PPG INDUSTRIES : 1.6600 : $56,392 : 19
PRAH : PRA HEALTH : 0.0000 : $24,804 : 2
PRGO : PERRIGO : 0.6600 : $97,018 : 19
PSA : PUBLIC STORAGE : 3.9000 : $128,499 : 19
PSEC : PROSPECT CAP : 12.4200 : $21,462 : 11
PSX : PHILLIPS 66 : 2.9700 : $25,573 : 4
PTY : PIMCO CORPOR : 10.9400 : $27,629 : 11
PYPL : PAYPAL : 0.0000 : $10,569 : 1
QCOM : QUALCOMM : 3.1000 : $330,987 : 19
QSR : RESTAURANT BRAND : 1.4200 : $12,534 : 2
RAI : REYNOLDS AMERI : 3.3700 : $410,081 : 18
*RDSA : ROYAL DUTCH SHELL : 7.4100 : $15,005 : 19
REGN : REGENERON : 0.0000 : $211,717 : 19
RH : RESTORATION HARDWARE : 0.0000 : $7,721 : 5
RMD : RESMED : 2.1200 : $643,066 : 19
ROP : ROPER TECH : 0.6500 : $199,471 : 19
ROST : ROSS STORES : 0.7800 : $646,662 : 19
RSG : REPUBLIC SERVIC : 2.3100 : $42,055 : 19
RTN : RAYTHEON : 1.9800 : $66,491 : 16
RY : ROYAL BANK : 3.7200 : $145,614 : 19
SABR : SABRE CORP : 2.0100 : $14,543 : 4
SAM : BOSTON BEER : 0.0000 : $152,976 : 1
*SAN : BANCO SANTA : 3.8000 : $25,759 : 19
SBUX : STARBUCKS : 1.7500 : $322,871 : 19
SCG : SCANA : 3.2400 : $64,170 : 19
SCHW : SCHWAB : 0.7200 : $266,692 : 19
SE : SPECTRA ENERGY : 3.8600 : $21,614 : 10
SEP : SPECTRA ENERGY : 6.1600 : $24,032 : 10
*SFL : SHIP FINANCE : 12.3700 : $29,242 : 13
SHW : SHERWIN WILLIAMS : 1.2500 : $123,392 : 19
SJM : JM SMUCKER : 2.3600 : $98,205 : 17
SKX : SKECHERS : 0.0000 : $57,000 : 18
SLB : SCHLUMBERGER : 2.4500 : $41,159 : 19
SNA : SNAP ON INC : 1.6600 : $72,192 : 19
SO : SOUTHERN CO : 4.7100 : $46,857 : 19
SODA : SODA STREAM : 0.0000 : $11,654 : 6
SPB : SPECTRUM BRANDS : 1.2300 : $56,836 : 10
SPH : SUBURBAN PROPANE : 11.8600 : $74,504 : 19
SPR : SPIRIT AEROSYSTEM : 0.7000 : $18,319 : 11
SQ : SQUARE : 0.0000 : $10,116 : 1
SRCL : STERICYCLE : 0.0000 : $267,339 : 19
SRE : SEMPRA ENERGY : 3.0100 : $69,516 : 19
STZ : CONSTELLATION BRAN : 1.0200 : $615,275 : 9
SUN : SUNOCO LP : 15.5200 : $13,815 : 5
SWK : STANLEY BLACK : 1.9200 : $70,583 : 19
SWKS : SKYWORKS : 1.4100 : $89,001 : 13
SXL : SUNOCO LOGIST : 8.5800 : $168,621 : 15
SYF : SYNCHRONY FINANC : 1.5300 : $10,942 : 3
SYK : STRYKER : 1.3700 : $180,354 : 19
SYY : SYSCO : 2.4400 : $90,787 : 19
T : AT&T : 5.0800 : $33,478 : 19
TAP : MOLSON COORS : 1.6400 : $155,283 : 19
TCEHY : TENCENT : 0.2400 : $201,966 : 9
TCP : TC PIPELINES : 6.9100 : $113,642 : 18
TD : TORONTO DOMINION : 3.4600 : $143,469 : 19
*TEF : TELEFONICA : 10.5600 : $8,355 : 19
TEVA : TEVA PHARMA : 3.0600 : $82,836 : 19
TGT : TARGET CORP : 3.0800 : $104,612 : 19
THO : THOR INDUSTRIES : 1.4900 : $226,604 : 19
*TICC : TICC CAPITAL : 18.3000 : $15,490 : 19
TJX : TJX COMPANIES : 1.3100 : $387,491 : 19
TLP : TRANSMONTAIGNE : 6.5500 : $35,730 : 12
TMO : THERMO FISHER : 0.4200 : $36,562 : 19
TMUS : T-MOBIL : 0.0000 : $25,473 : 3
TOT : TOTAL SA : 5.7700 : $51,600 : 19
TRGP : TARGA RESOURCES : 7.0200 : $21,576 : 7
TSCO : TRACTOR SUPPLY : 1.2900 : $537,178 : 19
TSM : TIAWAN SEMI : 3.2000 :$114,295 : 19
TSN : TYSON FOODS : 1.5300 : $46,199 : 19
TSRA : TESSERA : 1.7700 : $27,218 : 13
TWO : TWO HARBORS : 11.1800 : $21,438 : 8
TWX : TIME WARNER : 1.7400 : $173,438 : 19
TXN : TEXAS INSTRU : 2.6900 : $108,485 : 19
UA : UNDER ARMOUR : 0.0000 : $112,269 : 12
UL : UNILEVER : 3.3600 : $30,266 : 18
ULTA : ULTA SALON : 0.0000 : $66,717 : 10
UNH : UNITED HEALTH : 1.6400 : $272,596 : 19
UNP : UNION PACIFIC : 2.4100 : $84,760 : 19
UVE : UNIVERSAL : 2.2200 : $576,776 : 19
V : VISA : 0.8300 : $54,981 : 19
VFC : VF CORP : 2.8900 : $102,960 : 19
VGR : VECTOR GROUP : 7.4500 : $478,103 : 19
VLO : VALERO ENERGY : 3.6800 : $109,531 : 19
VNTV : VANTIV : 0.0000 : $29,572 : 5
VRSN : VERISIGN : 0.0000 : $125,130 : 19
VTR : VENTAS : 4.8200 : $57,492 : 19
VZ : VERIZON : 4.6700 : $34,081 : 19
WAGE : WAGE WORKS : 0.0000 : $65,824 : 4
WBA : WALGREEN : 1.7900 : $111,721 : 19
WEC : WEC ENERGY : 3.5000 : $86,883 : 19
WES : WESTERN GAS PART : 6.0000 : $50,092 : 9
WFC : WELLS FARGO : 2.9100 : $68,050 : 19
WM : WASTE MANAG : 2.3600 : $30,562 : 19
WMT : WALMART : 2.8500 : $69,818 : 19
WPC : WP CAREY : 6.6700 : $93,342 : 19
WPZ : WILLIAMS PART : 9.0900 : $7,828 : 1
WSO : WATSCO : 2.8600 : $102,665 : 19
WTR : AQUA AMERIC : 2.4800 : $106,028 : 19
XEL : XCEL ENERGY : 3.4600 : $45,184 : 19
XOM : EXXON MOBIL : 3.4600 : $55,031 : 19
YY : YY INC : 0.0000 : $31,073 : 5
ZBH : ZIMMER BIOMET : 0.9500 : $36,587 : 16
++SPY : S&P 500 : 2.1 : $31,405 : 19
++SPY added as a comparison benchmark.
* Indicates stocks that I might sell.
In general there seems to be a correlation between high yield and substandard stock price performance (total return).
If the returns for each stock are added up it totals $63,131,123 for $10K invested in each stock. If only $200 was invested in each stock the $70,600 invested the value would be $1,262,622. This is about a 15.9% annual compounded return.
Dave Fish is Executive Editor for The Moneypaper and co-manager (since 1999) of the MP 63 Fund (Symbol: DRIPX), a fund that invests exclusively in companies that offer Direct Investment (or Dividend Reinvestment) Plans. He is also the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
I'm a financial analyst and consultant, specializing in the tech sector spending the last decade developing my profile in that area. After serving as a Sr. Financial Analyst in a Fortune 500 tech company for many years I founded Finro – an independent consulting firm that provides financial analysis services to the tech sector and tech related analysis to investment firms.
I work with startups, hedge funds, VCs, mutual funds and individual investors on valuating companies (private and public) and technologies, and analyzing investment strategies and complex securities. Additionally, I develop financial projections, financial modeling, and ad-hoc financial analysis.
I'm teaching finance courses in the top universities in Israel and I write for Seeking Alpha to share my analysis, research and thoughts with others who are passionate about finance and technology as I do.
I'm open to new opportunities. Feel free to contact me via the contact details below.
Email: firstname.lastname@example.org | LinkedIn: https://il.linkedin.com/in/lronen | Skype: lior.ronen.finro
I am a retired global analyst, currently busy in investing and writing articles about stocks at several investing publications and websites. I have also developed strategies for creating winning portfolios according to specific formulas.
In January 2015, I was ranked among the world’s top 10 financial bloggers according to TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009:
I run a model fund at Ken Kam's Marketocracy, where they do capital management using the best member mutual fund track records with extensive tabulations of alpha, beta, R-squared, and many other fund management evaluations. Marketocracy Capital Management offers SMA (Separately Managed Accounts) through FOLIOfn Institutional ($100,000 minimum accounts) set up to track the top 15 or so long-term track records (many 12 years plus) of the 30000 or so active members that run models at their site. My fund is one of those top models available for SMAs. My SMA investment fund now has a first year performance with double digit alpha. You can see the fund's performance chart at marketocracy.com (the Turtle Fund - symbol BPMF) and there is one in my profile over at TalkMarkets.
My fund methodology is high diversification, usually running around 40-60 stocks from many different sectors. I rarely weight any position much over 5%. I began at Marketocracy developing an analysis method I've labeled The Fractal Base Flow Model. I've been experimenting with variations of my basic methodology with 4 other funds and a 5th where I try new things. With my first and main model fund BPMF (Bruce Pile's Mutual Fund) I did my basic method for the first 7 years or so with an alpha over 30, then strayed a little into other analysis methods that did not work as well. For the SMA, I am using the methods proven to work well.
Marketocracy is a new way of investing that solves a lot of the problems in the industry today. When investors nowadays survey their options, they are perplexed by the mish mash of risk and fees. In mutual funds, you have regulated safety where managers must diversify with less than 10% of your money in any one name in the top of your weightings scheme, making for at least around 20 stocks at any one time. The SEC also prohibits the risk of leverage and investing in dangerous derivatives, etc. But this safety is typically viewed as a tradeoff with performance vs hedge funds, where all the dangerous stuff is allowed. But the sad result of all this danger is that most hedge funds fail. The average life of a hedge fund that makes it past the first year is just 5 years. More than two thirds of all hedge funds that ever existed are now dead. There is the fund of funds option, but the high turnover means that even they must select an all new portfolio of funds about every 5 years. This makes selecting proven long-term performers virtually impossible. A fund of hedge funds will typically not only charge the high hedge fund fees of 1%-4% management fee plus 15%-25% of your returns, but will also charge fees for running the fund of funds. They pile complication upon complication and charge you for it. "Oh, and the hedge fund industry as a whole hasn’t produced alpha/added value to simple portfolios for years, since its assets under management ballooned." [FTalphaville] With typical leverage, that has grown over 15 years from around 20% to over 40% now, you get 40%more risk than mutual fund rules with no significant added performance, just more costs. And because that added leverage risk is so often concentrated in the same areas by all the large funds, inducing systemic risk, when those bets go wrong they can go very wrong. With all the above, an investor must live with the risk of having just one fund manager, or picker of rotating funds in a fund of funds. Imagine a place where you could go to sign up for an account where you could review track records and styles and risk levels of not just one guy, but up to 15 or so, and check on your account signup form how you want to spread your money among these guys. And imagine that all these managers have had to compile top ranked hedge fund performance levels for up to 15 years under the safety level of SEC rules for mutual funds. And imagine you could get all this at roughly cost of a mutual fund. It would be like opening an account and checking the names of Peter Lynch, Warren Buffett, and all your favorite hedge fund managers to gang tackle your investment objectives. And as in any team sport, if one guy hits a cold streak, the others will carry him. No dependence on one manager. Well there is such a place - Marketocracy Capital Management. Here, thousands of people from all walks of life, from retired and active fund managers to ordinary individual investors, compete online with virtual funds. If your track record qualifies, you can open a GIPS account for real money tracking of your model fund and have client accounts track your model. My fund is one of those, ticker BPMF. FOLIOfn Institutional can open a client SMA where you can pick and choose from the best of the best long-term performers. To look into this: Phone: 1-877-462-4180 email: email@example.com web: marketocracy.com
Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for its investors and then Mr. DeMuth writes about them on StW.
I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative analysis, portfolio strategies for individual investors and technical analysis.
I have quickly become a highly-rated site on Investimonials, http://www.investimonials.com/blogs/reviews-scottsinvestmentsgmailcom.aspx
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
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