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I am a recently retired Finance Professional - with primary work experiences in Managed Care (HMOs), Banking and IT. My eduction includes an MBA from Wharton (Finance and OR) and a BS in Mathematics from Clark University, where I was named to Phi Beta Kappa.

My investment philosophy has been molded by Jerry Seigel, Warren Buffett and The Fool. I am not a day trader, but more of a long term dividend/value investor. Since I do count on cash flow from my investments for living expenses, I do have a significant position in REITs.

Instead of advocating for a "balanced" portfolio between stocks and bonds, I advocate for essentially 100% stocks and significant liquidity to get through the down times.
  • Description: Retiree. Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, Energy stocks, REITs, Stocks - long
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