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I'm a doctoral student in the field of sociology at the University of National and World Economy. I like the atmosphere of an online community that Seeking Alpha and its members provide to each other through the development of SA's vision and member contributions. Through the ideas of capital preservation and income growing and many Seeking Alpha articles, I became interested in the US Preferred Stock market. Now I trade such securities relatively frequently. I enjoy rock climbing in my free time.
Equipment Sales history Gas, Mining, Construction, Water, Foundations, and Environmental projects in the Western Hemisphere. Investing to build value, and enjoy challenges and learning from respected members of the community
I’ve been interested in the market ever since the downturn in 2009. It wasn’t until this past year where I started to enhance my trading skills and invest. I am here to bounce ideas off other investors and interact with like-minded individuals looking to get ahead. My strategy is in finding small cap companies that are undiscovered by large investment firms, particularly businesses with solid fundamentals.
I am a long term trader, but occasionally play the shorts. Please feel free to message me or follow me on SA.
2013 portfolio finished up 160%
"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." -Warren Buffet
"Stock tips are tempting, but they’re not worth listening to. Tips are for waiters, not traders." -Jim Cramer
"If anyone ever tells you to pay for their investment advice, make sure you request last year's tax forms to prove it. "
"You must look at things in the aspect of eternity" - The Intelligent Investor
I'm a part time investor very new to the market. I hold 1/3 of my portfolio in large cap growth names (safe) that I don't plan to sell soon, 1/3 in safe names with growth potential in short/medium term, and 1/3 in speculative play: biotech, and companies with good story but beaten by the market.
I'm a computer engineer with a great interest in finance. I'm not a pro, I do it for my family. But I'll share what I know and try to be as helpful as I can. I own about 10% of my assets in precious metals. As for currencies, I keep about 75% CAD vs 25% USD of my assets. I have about 35% in mutual funds; global small cap, global fixed income and global real estate. These allocations are fully managed by me, but I re-balance twice a year or so. That mutual fund core is insuring sufficient diversification and low correlation to the following US and Canada single stocks.
About another 35% is a trusted core of single stocks, both Canada and US. These positions are generally overweight at about 3% of portfolio. Core positions have a few properties in my portfolio: low turn-over, very long term, low debt, often dividend growers with low payouts, good valuations, good growth, low beta. They are safe and feel safe, and I usually build those position over the years. I consider it core after 2 years of reliable service. A stock can gain my trust by presenting profits. Not much mega caps, mostly small to medium caps. Another property of my core: easy to understand businesses. They wash linen, they sell groceries, they make boxes, they produce wine. As I build confidence and understanding, I allow more exotic positions in core. They manage money, they rent retirement houses, they dig for metals, they patent software, etc.
At the other extreme, I keep a few lottery tickets as satellite positions for about 20% of portfolio total, 0.75% to 1.5% of portfolio each position. More risky or difficult to understand business, more volatile and some signs of stink. Could be reversal plays, could be momentum stocks, can display signs of breaking out. Usually, I rely a little more on technicals than fundamentals there. And I trade. I learn. I make mistakes. I churn. Survival of the fittest.
I always look for dips in my core positions, and I wait for clear signals to buy back (volume, a few moving avg). If I have cash, I use it. If I don't I look at core and I trim large gains. If no gains there, I look at satellites for gains. If no gains, I look at satellites for mistakes, stinkers, unreliable bets. With money, I buy dips in core positions or in-the-middle stocks. In middle stocks are first buys aiming core, or rising satellites gaining confidence and improving.
Here's my complete stock, ETF, mutual funds and precious metal portfolio as of mid-March 2016, with position size:
MUTUAL Global Equity Small Cap - Mawer (20%)
MUTUAL Global Fixed Income - PIMCO (17%)
PM Physical Silver and Gold coins (11%)
MUTUAL Global Real Estate - Pyramis (4.5%)
ADW.TO Andrew Peller Inc (3%)
SXP.TO Supremex (3%)
KBL.TO K-Bro Linen Inc (3%)
DIS Walt Disney Co (3%)
ATD.TO Alimentation Couche-Tard Inc (3%)
SIS.TO Savaria Corporation (3%)
RCH.TO Richelieu Hardware Ltd (3%)
MST.TO Milestone Apartments Real Estate Investment Trust (3%)
RC.TO RDM Corp (2.5%)
RPI.TO Richards Packaging (2.5%)
LAS.A.TO Lassonde Industries Inc (2.5%)
ITP.TO Intertape Polymer Group Inc (2.5%)
WPK.TO Winpak Ltd (2.5%)
SAP.TO Saputo Inc (2%)
MRU.TO Metro Inc (2%)
TCN.TO Tricon Capital Group Inc (2%)
PJP PowerShares Dynamic Pharmaceuticals Portfolio (2%)
UHAL Amerco (2%)
TIP iShares TIP Bonds (2%)
SRCL Stericycle (2%)
BAM.TO Brookfield Asset Management Inc (2%)
PSI.TO Pason Systems (2%)
TMA.TO Trimac Transportation (1.5%)
CCL.TO CCL Industries Inc (1.5%)
PHO.TO Photon Control Inc (1.5%)
SYZ.TO Sylogist Ltd (1.5%)
ADN.TO Acadian Timber Corp (1.5%)
ACLS Axcelis Technologies (1.5%)
ENF.TO Enbridge Income Fund (1%)
LGT.B.TO Logistec Corporation (1%)
AWK American WaterWorks (1%)
SYT Syngenta (1%)
UVE Universal Insurance Holdings, Inc (0.75%)
XPLT.TO XPEL Technologies (0.5%)
VCM.TO Vecima Networks (0.5%)
QST.TO Questor Technology (0.5%)
IWG.TO IWG Technologies (0.5%)
CASH -- CASH -- CASH -- CASH (0.25%)
I am a 30 year old with a full time job working for state government. I am interested in retirement and dividend investing. I became interested in investing and personal finance following graduation from Graduate School where I earned an M.A. in Psychological Counseling. I learned about the concept of compounding in my early 20's and began contributing to a ROTH IRA at 23 and have continued to do so at the maximum amount.
I dabbled in Penny Stocks when I younger and while I did not lose money, it became clear to me that long term I could not be successful with such limited information regarding those companies.
I am a Dividend Growth Investor with interests in Small to Large Cap stocks. I hope to share and discuss my retirement moves, as well as my thoughts on current market conditions.