Interested in the stock market and learning about various ETF strategies.
Bill Gunderson @billgunderson is the CEO and Chief Market Strategist of Gunderson Capital Managment in San Diego, CA.
He is also a professional money manager, former research analyst, author of Best Stocks Now, and developer of the Best Stocks Now smartphone app.
He offers four free weeks to his weekly Best Stocks Now to Seeking Alpha readers at gundersoncapital.com
He also hosts a daily stock market radio show that is syndicated nationwide on the Salem Broadcast Network.
Bill has appeared on the Fox Business Channel and on Bloomberg Radio numerous times .His articles have been published in Barron's, Forbes, TheStreet.com and numerous other publications.
He can be reached at firstname.lastname@example.org or by calling (855)611-BEST.
I'm an Army veteran and former energy dividend writer for The Motley Fool. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:
1. Pays 5% to 6% yield
2. Offers 9%-10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis
Eternal Daily Dividend Growth Endeavor (EDDGE)
Portfolio Value: $65,120.71
Yield On Cost: 5.27%
Annual Dividends: $3,294
Projected Long-Term Dividend Growth: 10.5% (78% faster than S&P 500)
Projected Long-Term Total Return: 15.6% (71% above S&P Historical norm)
Portfolio FCF Margin: 22.38% (vs S&P 500 18.52%)
Portfolio PE: 16.12 (14% below S&P 500)
Portfolio ROA: 5.85% (12% below S&P 500)
Portfolio ROE: 20.17% (6% above S&P 500)
Average Market Cap: $6.8 billion (92% smaller than S&P 500)
Large Caps: 31%
-Large Cap Value: 11%
-Large Cap Core: 8%
-Large Cap Growth: 12%
Mid Caps: 28%
-Mid Cap Value: 12%
-Mid Cap Core: 9%
-Mid Cap Growth: 7%
Small Caps: 36%
-Small Cap Value: 22%
-Small Cap Core: 8%
-Small Cap Growth: 6%
Real Estate: 27.7%
Consumer Discretionary: 5.8%
Business Services: 2.8%
Consumer Staples: 2.5%
Basic Materials: 1.5%
Auto, Tire, Truck: 0.7%
Industrial Products: 0.5%
US Stocks: 90%
Foreign Stocks: 10%
1. Qualcomm (QCOM): 2.45%
2. Icahn Enterprises (IEP); 1.76%
3. Omega Healthcare Investors (OHI): 1.30%
4. Macquarie Infrastructure Corp (MIC): 1.30%
5. Dynagas LNG Partners (DNLG): 1.28%
6. GasLog Partners (GLOP): 1.25%
7. Goldman Sachs BDC (GSBD): 1.24%
8. 8Point3 Energy Partners (CAFD): 1.20%
9. Genesis Energy (GEL): 1.11%
10. Golar LNG Partners (GMLP): 1.00%
11. Ares Commercial Real Estate Corp (ACRE): 0.92%
12. Brookfield Infrastructure Partners (BIP): 0.85%
13. Hanesbrands (HBI): 0.84%
14. Teva Pharmaceuticals (TEVA): 0.82%
15. United Parcel Service (UPS): 0.79%
16. Enviva Partners (EVA); 0.79%
Ciner Resources (CINR): -9.5%
Chesapeake Lodging Trust (CHSP): -8.55%
HollyFrontier (HFC): -7.87%
NetEase (NTES): 38.50%
MercadoLibre (MELI): 30.01%
NextEra Energy Partners (NEP): 26.47%
Tom Madell, Ph.D., is the publisher of Mutual Fund/ETF Research Newsletter, a free newsletter which began publication in 1999. It has become one of the most popular mutual fund/ETF newsletters on the internet, as shown on the Google Directory page for Mutual Funds News and Media Newsletter websites.
His site has been named as one of the "Top 12 Investment Newsletters Focusing on Mutual Funds" by mutualfunds.com, an important fund information provider. Also, recently his Newsletter was recognized as one of 5 expert mutual fund resources worth following offering free, and, in its case, particularly "unbiased, useful, and original advice" at http://fundreference.com/articles/2015/172/10-mutual-fund-experts-worth-following/
He is also a researcher/writer/investor whose articles have appeared on hundreds of websites, including the Wall Street Journal, USA Today, Morningstar and in the international media.
His articles have been among the most popular among those posted on the Morningstar.com website by non-Morningstar employed contributors.
His Newsletter's Model Portfolios have an outstanding long-standing record of frequently outperforming the major market indices. His complete articles and Model Portfolios can be accessed at http://funds-newsletter.com
I am focussed on building passive income through dividend investing. My path to progress is smart saving, sound investing and income through dividends.
My blog can be found at financiallyintegrated.com.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Harry Long is the inventor of Hedged Contango Capture and Hedged Convexity Capture and is the Managing Partner of ZOMMA, the world's most innovative strategy index creator.
Mr. Long is a globally recognized expert on the research and development of quantitative investment strategies. The ZOMMA IP portfolio of strategy indices is sought after by asset management firms, investment banks, hedge funds, principal trading organizations, index providers, ETP sponsors, and private equity firms to help them develop and deploy active manager-crushing quantitative investment strategies.
ZOMMA helps investors create long term value by replacing reckless emotional decision making with cutting-edge technology based upon objective evidence.
Mr. Long is a graduate of Rice University with a B.A. in Economics.
Note: Due to the sheer number of requests for bespoke quant strategies, research projects, and quant consulting services, we have instituted the following pricing for the non-exclusive licensing of our algorithms to institutions:
I. Exclusive commercial licenses for unique bespoke algorithms run six figures and up.
II. Non-exclusive AUM licensing fees for our strategy indices have negotiable fee schedules.
Please realize that we often get more than 3,000 e-mails per week. This means that we read everything that comes in, but we cannot respond to any email or message that does not include the sender's full name, phone number, request, and budget. Thank you for your understanding.
This Dubai-like pricing is necessary, because we can't freely give answers to tough problems which we have dedicated massive R&D capital to solving. World-class statistical talent is hugely expensive, valuable, and rare. Our clients recognize that outsourcing quant work to our firm and paying our fees represent a huge cost savings over hiring full time employees, and usually results in a far more profitable, turn-key solution.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
If you're interested in learning about how I analyze securities, I suggest starting with this guide on evaluating preferred shares.
My current long positions in the mREIT sector are BMNM, RSO, NLY-C, NLY-D, CMO-E, CYS-B. I have been bidding on shares of CIMEP, which should be assigned a ticker such as CIM-B. So far, I have not had execution on that order.
Last updated 2/23/2017.
If you want to, you can also see my entire portfolio as of the end of January 2017.
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
A.J. D'Asaro is a Alternative Strategies Analyst on an alternative manager research team, where he covers international currency, hedge fund replication, long/short equity, and market-neutral strategies. He co-manages a small-cap value investment partnership with the Chicago Investment Association during his spare time. Prior to that, D’Asaro worked at Parallel Advisors LLC, a San Francisco based registered investment advisor. D’Asaro holds bachelor’s degrees in economics and business administration from the University of California-Berkeley and the Haas School of Business. During his time at Haas, he managed an investment pool of more than 200 investors using a bottom-up fundamental value strategy. All articles reflect my personal opinion only and not the views of my employer or any of its subsidiaries.
I am currently a retired Aerospace Engineer. I am married with three children and eight grandchildren. I was born in San Francisco, CA in 1949 and moved to Newport News, VA in 1951 where I lived until I went to college. By God's grace, I received a B.S. degree from Virginia Tech (1972), a M.S. degree from Caltech (1973), and a M.A. - Biblical Studies degree from Birmingham Theological Seminary (2013). I worked at Pratt & Whitney (1973-1986) and CFD Research Corporation (1987-2008).
Now in retirement and trying to preserve my life savings, I currently have a strong interest in tactical asset allocation strategies, and have studied them extensively. I have developed a number of tactical strategies involving the periodic trading of ETFs and, more recently, mutual funds. These strategies have been backtested mainly using Portfolio Visualizer and ETFreplay software. The goal is to earn 10-15% annually with no negative years, and to have maximum drawdowns of less than 10%, preferably less than 5%. The strategies include purchasing a limited number of funds with the highest growth and lowest volatility, and minimizing risk using moving average, dual momentum, and risk parity methods. I have developed strategies for equity as well as bond assets.
Certified program manager (PMP) with a background in engineering. Fundamental investor who's portfolio consists of buy-and-hold dividend growth companies, growth companies (short-term) and index fund portfolio management (retirement / long-term savings).