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wacalpha

wacalpha
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ABOUT
Baby Boomer with modest nest egg who got tired of watching our low yielding mutual funds lose money and decided to take over managing our portfolio in 2009. After reading a number of investing books and countless articles on SA, decided DGI gave us to best chance at meeting our goals with reasonable risk.

Goals: retire by 2021 (2023 at latest) with a minimum of 12k/yr (1k/mo) in dividends to supplement pension and SS.

Challenges: Modest initial capital (125k+) and income (under 50k) limits Roth contributions, relatively new to investing on my own (late 2009), new to DGI (2013). Limited time and money may prevent me from reaching much past my minimum goals. 12k/yr may not be enough to make a significant ...More
SNAPSHOT
  • Description: Occasional Investor. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, REITs, Retirement savings, Stocks - long
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