Over twenty-five years experience with the stock market and investing Individual investor that has advised many fellow educators about investing in the stock market Enjoy actively managing several portfolios Look for diversification in portfolios Research and homework on stocks are enjoyable BS- Elementary Education MS ED- Advanced Teacher Education Twenty- five years of coaching HS Varsity Athletics- football and basketball
Private sector options day trader. Investments in real property including real estate, gold/silver, and unique rare historic items. Philanthropist and avid investor of my health. Working toward a degree in life. The MBA and Series 7 were not cutting it.
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.
Retired - spent 40+ years in IT and technical education. Learned trading while managing the data center for a mutual fund company. After watching the "pros" trade on whim and fancy, I knew I could a better job on my own.
Retired at age 54 (2003), now enjoying the good life. Had a stroke in '13 and lost the use of my right arm. Currently teaching myself to draw with my left hand. My work is displayed in the profile picture. All art work for sale along with several bridges and a well managed plot of swamp land.
Early in my working career, I set two goals, First, to manage my income to support my family and have a comfortable retirement, and second, to retire by my mid fifties. Along the way, I discovered that I not only enjoyed investing, but that I was rather good at it,hence, retiring at 54.
Why set these goals? With my family background, I knew I had no rich uncle. My family were coal miners, an I by luck and grace, I was the first to graduate from college.
Retired July 2015. Until then was passive, mutual funds investor in 401K's and IRA's. Since then have been actively switching to an income producing portfolio. Started primarily dgi but has evolved to a hybrid approach including:
DGI type stocks -- JNJ, T, XOM, CVX, HCP, IBM, STX, ADM, EMR, MAIN, OHI, ABBV, AMGN, AAPL, PG, KMI, WMTCEF's -- EOS, PDI, JPC, PDT, ETJCovered calls and cash covered puts
I enjoy making money in the often manipulated markets in an effort to join the 1%. I consider myself a noob as I have lots to learn. I enjoy reading about everyone's investing style and outlooks from differing angles. SA contains alot of intelligent people and I'd like to thank those that contribute. Goals: Increase annual income by $300-400/mo while allocating 20% of my portfolio to growth and speculation. Thus far in 2016, my personal portfolio has crossed the $340K mark at the age of 34 (401K is through my employer, around 160k). My goals are to increase total div/dis income to >17000 this year and add another >3-6k every year thereafter. I tend to lean towards value stocks with a >3 year time horizon and high dividend/dis. stocks as well. Currently long AIG, BAC, BEP, DIS, SBUX, EVA, LMRK, UPL, CLMT, BIP, MMLP, LNGLF, PEGI, CONE, SNR, BG, ZTS, UAN, SFL, TLLP, CORR, NSA, LMRK, GSBD, MIC, SSW, VNR, QTS, DFT, and HASI among a few others. I contribute >4K/mo outside of my employer's 401k. Buy and hold works if you have grit and patience. I take capital gains after long periods of holding and typically see 100-300+% gains on those positions. The financial crisis helped. There is always misplaced value in the market. Stay away from talking heads on TV and anyone that has to push their product. Invest in yourself, ask questions, practice mental discipline and remind yourself of your goals on a continual basis.