I am a conservative mostly income investor in munis, stocks;, REITS, MLP's and mutual funds . My particular interest is the interface between politics, the economy and the markets. I currently favor HEALTHCARE REITS, UTES, PIPELINES, TELECOMS. I am the creator of The Joy of Money Seminars(sm), "investment education for the financially faint of heart" and provide basic investment education consulting.
Manage numerous Family taxable accounts.
My profile is most uninteresting to those mired in the continued practice of their mistakes.
Peeve: Why do Publicly Funded High School and College Football Programs have such an Expense Budget priority?
GOD BLESS AMERICA!!!
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Close to retirement age but plan to keep working for some time to come. Have invested in stock market sporadically, mostly confused and scared. It hasn't worked very well. Have a lot to learn, learn a lot from many SA folks and enjoy the sharing here.
Historically about 60% invested (minority is stocks along with a lot of "other") with 40% cash. Aiming at this stage to put more of the cash to work, and since I'm underweight in stocks/bonds, am focused there, especially but not only DGI.
Expect that I can avoid taking much if any income out for 15-20 years (except tax and the RMD), unless something unexpected happens--not a long compounding period but better than not at all.
Simply a novice trader whom got started late in his life. Appreciating and constantly learning from those of experience. For all that I have learned from those, I sincerely send my thanks.
Retired investor, ex-Navy, ex-Big Oil, ex-French manufacturer.
My interest in investing came from both my grandfather/father and my boss at work. When my grandfather retired in the late 50's he spent his days either with some cronies watching the tape at the local ML office, fishing, or tending his flower shrubs. I didn't know what he was investing in until after he died which is normal as I was still in school and more interested in school than my future life. My grandmother started talking about the different companies and what was happening to them (buyouts, spinoffs, etc.). Then when she died and my mother inherited the portfolio I saw that it consisted of first quality dividend paying stocks. Until my mother's death the process continued without any significant purchases or sales -- nor any dividend reinvestments. The money was accumulated and invested in good mutual funds my dad liked.
My dad was a doctor and knew nothing about investing but a kind patient ( a crony of my grandfather) bought some stock for him in the late 50's with the comment "pay me when you can or give them back to me at anytime". He repaid him. The patient did this again about 2 years later. Same result. This small investment in a Louisiana land and oil and gas company (which no longer exists) paid for a new house and our educations, etc. My dad then started investing in mutual funds and dividend reinvesting. He loved Magellan and the Neuberger funds. He had them until his death.
My boss got me interested in AAII then when I moved to the home office I joined a small local investment club. Eventually I kept the club "sheet" -- the monthly tally of investments with relevant information (yield, gains/losses, tracking against the 500, etc.) . It was complex but fun. I stayed with that club even after moving away and kept their sheet too for almost 20 years. I joined a new club and repeated the process.
Now, I don't have any club but I continue to discuss stocks with friends.
The "dot com bubble" really crushed me and turned me into a DGI.
Now I have about half in stocks (COP, CVX, KMI) and half in funds/ETFs (Health Care, Small Cap, Medium Cap, Energy, Primecap, VNQ, VDC -- all Vanguard).
I want the portfolio to act as it did for my grandfather and mother. Hence, I am trying to educate our daughter in how this works. She's not investment savy but she is extremely smart and a quick learner in medicine so the process won't be too difficult.
Seminal reading: Atlas Shrugged, The Fountainhead, Think & Grow Rich, The Bible
Semi-retired marketing and sales executive with a second career in the travel business. Actively invest an upper six digit portfolio in half a dozen mutual funds as well as a couple of stock brokerages accounts, most of it IRA. Primary goal is income with some appreciation potential.
"Seasoned" professional now in retirement after successful careers in three fields, but still young enough to learn something new every day. Migrated from a buy-'n-hold investing style that worked well for awhile to now exploring a DGI approach. Holdings include (but are not limited to) COP, JNJ, KMI, MMM, PEP, PSX, RIO, SLB, and T. Suggestions are always welcomed.