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I am primarily a buy and hold dividend growth investor.

I invest for current income. I spend the money.

I'm retired, have served on boards and have some alternative investments in finance industry startups. My professional entrepreneurial expertise is in the realm of software.

I sometimes invest opportunistically. When the muni market crumbled in 2007, I was a buyer. When the stock market crashed in 2009, I was a buyer.

Around that time, I learned about dividend growth investing, the Dividend Aristocrats, and the CCC list. I held on to the dividend stocks I bought in 2009 and curated a DGI portfolio from 2010 onward.

I have another portfolio that is professionally managed. ...More
  • Description: Full-time Investor. Trading frequency: Monthly
  • Interests: Bonds, Dividend stock ideas & income
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