Paul Wagner is a seasoned stock investor with a long background in financial analysis and portfolio management. His career in credit and financial analysis began in 1967 at Dun & Bradstreet while he was still attending North Park College in Chicago. After a stint in the U.S. Army he began a 25-year career with Heller Financial, a premier secured lender to middle market companies. In 1997, he left his position there as the senior credit executive of Heller's Current Asset Management Group to create and manage his own portfolios of public securities. He has written several articles for Seeking Alpha and in 2012 authored a short book on investing fundamentals for newer stock investors. Paul's book is available here.
61 year old retired environmental laboratory director. That's a picture of my best friend, EllieMae, she's a 9 year old Great Pyrenees/English Setter mix. I use a balanced approach of investing in large cap dividend stocks, investment grade corporate bonds and a few preferreds. Overweight: CL, GIS, JNJ, LMT, PEP, RTN, T, VZ, Full Position: ABT, AMGN, BDV, CLX, CVX, HON, HSY, KHC, KMB, MDT, NEE, PG, TD, WBA Underweight: ABBV, CVS, GSK, NKE, RDS.B, SBUX, SYK.
20 years corporate America, lived Internationally, Print, Software, Supply Chain Mgt., most recently web platforms to help hospitals help older patients with med checks, home & food safety to reduce re-admission rates under ACA. In Boston area.
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.
I am an individual investor nearing retirement (within the next 10 years). My portfolio is diversified among a 401k, an IRA, and a retail trading account.
I manage my 401k by tactically rotating between a varying mix of stock and bond mutual funds using momentum and trend-following strategies..
My IRA is managed by an outside firm who maintains it in a balance of dividend-paying stocks and ETFs, with an overlay of covered-call strategies. A portion is also maintained in cash to take advantages of opportunities as they arise.
I manage my retail trading account trading options based on overall market volatility using underlying vehicles such as VIX, VXX, XIV, and SVXY.
Bachelor of Science in Finance (with a real estate emphasis)
Own a real estate company
Although my husband always contributed to his company's 401K, our primary investments have always been real estate. We transferred some of the 401k to an IRA that was managed by a financial planner in 2009. From 2009-2012 we did not earn a dime on the IRA. A friend of ours, sent me one of Doug Wells' first articles about how he decided he could do at least as well as his financial advisor by investing in DGI stocks. We moved all of the IRA to a Fidelity account and started buying individual stocks. We do still have some mutual funds and real estate though :)
And SA gave me the confidence, and continues to give me the confidence that I need to self-direct my investments.