Like hundreds of thousands of other small investors, my wife & I are longer-term investors, focused primarily on Dividend Growth in high quality companies with durable earnings. My actual portfolio can be viewed on my page, In Dividend Growth We Trust. (Scroll down) I am both blessed & grateful my wife shares in the requisite grunt work essential to limiting downside risk inherent with investing. We are partial owners in a handful of wonderful companies, constantly seeking to expand our investment horizon and fortify our financial future. Like many of you, ours is a journey, which has included some detours but never deterred us from our destination.
Below my portfolio:
BioPharma Large: AMGN, GILD, CELG, BIIB, REGN, ALXN, BIVV
Biotechnology Product: CLVS, SUPN, ACAD, OMER, XXII, RDUS,
Biotechnology Clinical: CUR, NWBO, MACK, NVIV, AGEN, NK, ADRO, SRNE, ADXS, RVNC, AGIO, CNAT, OCRX, CEMP, MGNX, PTLA, GNFT(€), ESPR, FGEN, AFMD, CLLS, ADAP, RGLS, CLDX, EPZM, ITCI, IMDZ, RXDX, CNCE, BLCM, KPTI, JUNO, NERV, TCON, ALDR, ASND, GEMP, MRUS, CTMX, SNDX, STML, XNCR, FPRX
Special Pharma/Generic: TEVA, HZNP
Gene Editing: NTLA, EDIT, CRSP, DMTX, ADVM, RGNX
Consumer Services: UNP, CVS, CAH, TGT, ABC, WMT, WSM
Consumer Goods: PM, RAI, BTI, MO, VFC, Nestle(€), BUD, CL, GIS, K, SJM,
Energy: COP, BP, RDS-A, RDS-B, TOT, PSX, VLO, OXY, HP, ENB
Financial: WFC, TD, BNS,
Healthcare: JNJ, ABBV, GSK, ABT, NVO, BMY, RHHBY, MDT, Bayer(€), VRX
Industrial: CMI, UTX, HON,
REITs: WPC, OHI, HCN, VTR, NHI, PSA, EXR, LSI, SKT, SPG, ESS, FRT, CCP, NSA, CONE, DFT, QTS, NNN, DLR, COR, CCI, STOR, O, KIM
Technology: IBM, SSYS, DDD, SWKS
Utilities: DUK,SO, ED, SPKE
MLP: EPD, MMP, PAA, SEP, OKS, KMI, BPL
In Israel currency I hold: TEVA, BEZEQ, PSTI, RDHL
In Euro (€) currency I hold: Nestle, Bayer, Genfit
Acquired companies from portfolio: DYAX-->SHPG(cash); BXLT-->SHPG; RLYP-->Galencia (cash); MDVN-->PFE(cash); OKS --> OKE (stock deal in progress), RAI --> BTI (stock+cash in progress), SBRA --> CCP (stock deal in progress),
Whole Portfolio Current Yield follow SigFig and Wikinvest is: 3.3% (Correct to 5/2017)
Combined: Portfolio A (Dividend) and Portfolio C (REIT) Yield follow simplysafedividends.com, as for end 2016 is: Dividend Yield 3.65%; Yield on Cost 3.87%; Beta 0.76
Portfolio B (non dividend, Pure Growth, Biotech, SmallCap, Speculative)
Performance: without non US currency companies, dividend and acquired companies:
Portfolio A DGI vs VYM; Portfolio B vs XBI; Portfolio C vs VNQ; Combined US $ Portfolios vs SPY; Portfolio include non-US currency.
Quarterly - YTD:
3/31/2017: 2.00% vs 3.22%; 13.60% vs 17.18%; 2.5% vs 0.80%; 5.68% vs 5.92%; 3.02%
2016: 17.0% vs 20.12%; 14.90% vs -15.44%; 14.51% vs 8.6%; 18.21% vs 12.0%;
From Israel, born in 1977, working as IT Network&Security Specialist. Chess candidate master - chess helps me to remember and follow lots of stocks and companies' business. Chess helps me to be patient and to not be afraid to take risks, to learn from my mistakes and to be resistant to losing value, same in investing. If after DD and buying my stocks they go down it gives me an opportunity to buy more, that is how I see it. No one can predict the market in short range and only a few investors can avoid loss of their specific stocks, diversity is a key. I was pulled in to the market by a colleague in 2014 and don’t have any regret about it, because I start to see how here in IL simple not rich man can continue his life after 40-45 if he loses his job in a high-tech company and how it is possible to buy a home here, maybe even switch this to a primary job in future. I found the “seekingalpha” website after researching the healthcare industry. First steps were ETF's, but after learning & reading a lot about fundamental and value investing and after discovering DGI philosophy, DGI bloggers switching from my ETF's into the stocks. I wish to know in which businesses I hold stocks and what I am investing in. I want to invest in what I believe in. Interested in biotechnology especially in cancer treatment companies and in biotechnology in general especially unmet treatment and innovation in medicine. Early in life I wanted to be a doctor and I am interested in the medical sciences in general. Also interested in innovation technology that improves our civilization and our lives. Learning about DGI here, I am proud to be a DGI Investor (learning and I continue to learn a lot from all the people I follow, sorry the list is too long to give individual BIG THANKS to everyone for their great job, hope they will continue to do that!), but some of the people I must say THANKS to, for their works, articles, research and teaching young investors and people making their first steps, people whose all articles are a MUST READ (Chuck Carnevale - for FAST Graphs, Value Investing, Industrial and much more insight, David Van Knapp, Chowder - for DGI, Brad Thomas, Bill Stoller for REIT sector, DoctoRx, Bhavneesh Sharma - for biotech/healthcare field, SimplySafeDividend, Adam Aloisi -for dividend ideas, Ajax33, Puche etc for their comments, and many more. Thanks for your works and for your comments!)
I think elegant and perfect portfolio need be improved DGI: Income and Growth portfolio - something like (70/30 or 70/20/10) - 70% - DGI/Income/REIT Giant/Large companies 30% - Small/Micro cap that in potential can give to Investor >500-1000% (tenbaggers - Peter Lynch) or 20%- Large high growth established without dividend, 10% - speculative with huge potential one day they can growth to be Giant/Large next (Apple,Google, Amazon, Facebook, Amgen, Celgene, Gilead, Biogen, Regeneron), in that way i built my portfolio. From my experience the most difficult stage is to build right working portfolio with sound valuation, once investor reach that - portfolio start to be machine with autopilot and strategy is most of the time only hold and monitor. Of course need to add and buy great companies when their valuation cheap or trimming when their valuation strating to be too high and make some correction to portfolio over the time. But rule number one if you have great company and you purchased with cheap valuation never sell it. (If you need money and dividend don't give you enough you can take some profit and sell few shares from overvalues stocks companies, but never sell whole company stack).
I know my English is weak, but I am working hard to improve it. Thanks for reading my profile and giving any comments and advice.
Born and raised in Arizona. Joined Air Force in the waning days of Vietnam War. Served 8 1/2 years stateside and in Alaska as a Radar and Satellite tracking technician. Afterward, I worked in the semi-conductor industry and computer maintenance industry for a short time. Later, I did some commerical Salmon fishing in Alaska, before I started a career at an oil refinery near Kenai, Alaska. In 2009 I took an early retirement to make a move to Washington state to be close to family.
I have been investing on my own for many years. In the past I invested mainly in mutual funds. Now I use mostly individual stocks and ETF's. I closely follow many of the Dividend Growth Investor authors on this site.
Retired Teacher, conservative investor looking for ways to safely hedge portfolio. Have experience in forex, option trading, and successfully managing my portfolio for the last five years through low risk, high probability trades.
Investor since 1990, mostly index funds. Learning the art of value investing.
Education: B.A 1988 Tufts Univ., MBA 1994 Thunderbird School of Global Management
Career: Latin American Sales in Building Materials. Lived overseas 22 years.
Dividend Growth and Value investing.
Portfolio: AB, ABT, ADP, AFL, APD, BAC, BAX, BBT, BDX, CMI, CSCO, CVX, DOV, EMR, EXC, FE, GD, GE, GERN, GILD, GIS, HRL, IBM, INTC, ITW, JNJ, K, KO, MCD, MDT, MMM, MSFT, NSC, OXY, PEP, PG, RDS-B, SHPG, SJM, T, TGT, TROW, UL, UNP, UTX, V, XOM.
MLPs: APU, EPD, MMP, PAA, SEP, SHLX, TCP, WPZ.
REITs: HCP, NNN, O, SNH, VTR.
Retired, late 50's
Hold CFP designation. Passed CFP exam Nov 2000
Author of "IRA: A Quck Reference Guide". Available on Amazon as an e-book.
Author of "Retirement Investing for INCOME ONLY: How to invest for relaible income in Retirement ONLY from Dividends"