First, the good stuff. Here's my 46-stock portfolio ... +++Consumer Discretionary (4): HD, MCD, NKE, SBUX +++Consumer Staples (12): COST, CVS, GIS, HRL, KHC, KO, MDLZ, MO, PEP, PG, PM, WBA +++Energy (3): CVX, KMI, XOM +++Financial (1): MAIN +++Health (4): ABBV, AMGN, GILD, JNJ +++Industrial (4): BA, HON, LMT, MMM +++REITs (5): HCN, NNN, O, OHI, VTR +++Technology (5): AAPL, MA, MSFT, QCOM, V +++Telecom (3): BCE, T, TU +++Utilities (5): D, NEE, SO, SRE, WEC +++ALSO: small stakes in 25 additional companies held in the Dividend Growth 50 portfolio (http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50): ADP, AFL, BAX, BDX, CAT, CL, CLX, COP, DE, EMR, GE, GPC, HCP, HSY, IBM, KMB, MKC, QCP, SHPG, SJM, TGT, UTX, VZ, WFC, WMT. (Also small stakes in VIG, VOO and VDIGX bought the same day as the DG50.) +++++++++++++++ I also just started writing DGI articles for Daily Trade Alert. Here is a link to my page at that site: http://dailytradealert.com/author/mike-nadel/ +++++++++++++++ Now, a little about me:I am a 50-something former sportswriter who was sent on a permanent vacation during the Great Recession. That sucked, but my story is not a sad one. Unlike many folks who lost their jobs, I am not in financial distress, I am not depressed and I am not bored.My wife is a pediatric nurse with a bullet-proof job and decent benefits. So after supporting her and our two kids (now grown) for most of three decades, the least she can do is support my semi-retired keister!Because of Roberta's job situation, because we have zero debt (not even mortgage debt), because we no longer have any dependents and because we have been pretty diligent savers over the years, we are comfortable (though nowhere near rich).Although we hold some funds, bonds and cash, my investing philosophy leans heavily toward Dividend Growth Investing. By early next decade, we want to live entirely off of our income stream, Social Security and pension payments - and therefore will not have to spend down the principal one iota. To accomplish this, we invest mostly in blue-chip companies with long track records of growing dividends. As of early-2018, we are well ahead of pace to reach our goal.When not researching investments and writing for Seeking Alpha, DTA and other Web sites, I am the assistant women's basketball coach at Charlotte's Ardrey Kell High School, one of the best schools (and basketball programs) in the state. I just wrapped up a 4-year stint as the middle school head coach at Metrolina Regional Scholars Academy, where we won conference titles my last two seasons as part of our 34-4 record. I also umpire youth baseball and referee youth basketball. My wife and I dote on our 7-year-old pup, Simmie, and keep up on the doings of our now-grown kids, Katie and Ben. And we love to cheer on the basketball team of our alma mater, Marquette University, where we both majored in Journalism. Go Golden Warrior Hilltopper Avalanche Eagles! Also big fans of the Carolina Panthers.I still occasionally post to the blog I initiated in 2007 -- lots of sports stuff, some politics, some personal junk -- at www.TheBaldestTruth.com.
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Ian worked for Kerrisdale, a New York activist hedge fund, for three years, before moving to Latin America to pursue entrepreneurial opportunities there. His Ian's Insider Corner service provides live chat, model portfolios, full access and updates to his "IMF" portfolio, along with a weekly newsletter which expands on these topics.
Ian is also an associate analyst for Value Investor's Edge. VIE is a top-ranked deep value research service featuring exclusive work from J Mintzmyer, James Catlin, and Ian Bezek.
- Operates the "Insights For Future Wealth" Marketplace service, and IFFW Model Portfolio.
- Bachelor's degree in Business Administration with a concentration in Financial Analysis. Been investing and following the markets for more than a decade.
- A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.
- Wealth Insights is an investor, and investment author. His content is not geared to anyone's specific investment goals, time horizons, or risk tolerance. Content is for illustrative purposes only, and is not intended to displace advice from a fee based financial adviser. Accuracy of data is not guaranteed.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Data Center Knowledge - I cover business and investing news in a weekly column: DCK Investor Edge. Sr Contributor writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
In Q4 2015, it became clear to me that public cloud "friend or foe," was going to be a positive catalyst for Data Center REITs. The global public cloud giants follow a bifurcated strategy of owning and leasing space. Another paradigm shift involved Amazon Landlords, industrial REITs which own fulfillment, warehouse/distribution, and smaller "last mile" urban infill properties, and the DC REITs which support exponential growth of the AWS public cloud (as well as MSFT Azure, Google Cloud Platform, IBM Cloud, Oracle Cloud, Salesforce, and others).
Many SA readers have followed my work over the past few years to profit from my expertise, research and analysis. The majority of my insights and analysis are now published on REITs 4 Alpha, an SA Marketplace service where members get real-time access on Live Chat each day the market is open.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
My profile picture is an actual picture of me and 3 of my siblings from 1967. My youngest brother had not yet been born. I was 5, my brother was 4 and my sisters were 3 and 2.
I have been a software engineer developing applications in various fields for over 30 years. I began investing in mutual funds for my 401(k) back in 1988.I started investing outside of my retirement account a little over 17 years ago. I used to follow a value oriented strategy, but after I saw how that worked less well than I liked during the financial crisis, I began to switch over to a more income based approach.
I had always thought that dividends were important but didn't have a systematic way to evaluate stocks that paid them until I found SA and DGI. Starting around 2010, I have switched my portfolio to a DGI strategy.
One of my most profitable picks turned out to be Freddie Mac, which I originally chose because I liked the dividend and because I once worked there. When it first ran into problems I increased my holdings because it still looked like a good value to me. I eventually managed to buy several thousand shares at a cost of $0.50 (I knew that was a good value) and eventually exited the stock at a price that was $5 a share above my average share cost.
My biggest miss was when I sold out my 100 shares of Apple shortly after Steve Jobs returned but before he had done much to improve the companies outlook. You can see my holdings here https://seekingalpha.com/article/4151150-dividend-growth-portfolio-2018?source=all_articles_title
Just a guy with an interest in the stock market. Trying to find good companies with good yields so I can retire.
I am long:
Energy: CVX XOM
Finance: JPM AFL MA V
Industrials: LMT BA MMM HON CMI
Teleco: T VZ
Consumer goods: MO PM KO PG GIS PEP MKC
Consumer Discretionary: SBUX DIS NKE TGT COST VFC
Tech: MSFT APPL CSCO QCOM
Healthcare : ABBV ABT JNJ CVS
REITs: O VTR
Utilities: D SO
Retired Pharmacist. Call me RoseKnows enough to know I need to keep learning and keeping a great dividend paying nest egg growing upwards. I also enjoy total return, but it is not my primary goal, it just happens to follow when buying great quality companies.
My 93 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 5/20/2018.
Consumer Defensive (16): PM, KMB, KO, GIS, MO, DEO, PG, SJM, TGT, HSY, PEP, MDLZ, CVS, BUD, CL, KHC. -
Consumer Cyclical (4): HD, MCD, GPC, NKE,
Healthcare (8): JNJ, ABBV, PFE, CAH, AMGN, BDX , MDT, - a bit of CELG- the only non-dividend payer.
Energy (9): XOM, OXY, RDS/B , VLO, AMZA, CVX, NGL-b, TGP-b, AMLP
Tech (4): CSCO, INTC, ADP, IBM, --
Industrial (6): BA, LMT, CMI, MMM, UNP, CVA.
Financial (12): MA, V, NRZ , AJX, CHMI, RA, SLD, BXMT, CIMpB. PMTpB, MET, ABR.
also financial BDCs (5): NEWT, MRCC, TPVG, GAIN, ARCC
REAL ESTATE or Real Estate Investment Trusts (REITs) = Equity REITs:
Healthcare (4) : OHI, VTR, SBRA -- MPW -
Misc (11): WPC, SPG, DLR, STAG, SKT, KIM, CORR, IRM, EPR, KRG, UNIT- a nibble
(2) Reit Preferred : WPG-H. - CBL-d
Telecom (3): VZ and T - BCE (Canadian).
Utility (9): D, SO, XEL, MGEE, WEC, DNP, LNT, a nibble of SCG hoping to get more shares of D from it. some DCUD which is limited and will also give me shares of D.
DNP is a CEF which predominately holds Utilities.
I belong to the paid subscriber service of The Fortune Teller and Trapping Value- called " The Wheel of Fortune"
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Aside from free articles available to the general public, additional early-access, value-added ideas and deep-dive articles are offered to paid subscribers on my premium SA platform, "Retirement: One Dividend At A Time" . This exclusive RODAT Portfolio has performed even better than my popular FTG Portfolio, with higher dividend income growth and greater capital appreciation.
If you are interested in any of my digital utility solutions to add to your investing tool box to improve your investment outcomes, please visit my site
You'll find elegant applications that make it simple for you to track your portfolio in real time, make a watch list to follow in real time, track your dividend income and growth, and other applications. These applications will allow you to set alerts at prices you choose in order to obtain the yield and income that you want. They function as real time trade assistants and will improve your investment performance. You can even mirror the successful FTG Portfolio with "My FTG Mirror Calculator", and subscribers can mirror the premium subscriber portfolio with "MY RODAT Mirror Calculator" if they wish to emulate the out performance we've achieved in capital and income growth.
I am a retired clinical psychologist, and administrator and owner of a rehabilitation clinic we founded 40 years ago. For over 55 years I have managed several portfolios composed of investments accumulated over our professional careers. Since the financial crisis of 2008, I have employed specialized, customized dividend growth strategies aimed at enhancing and growing a dividend income stream.
Since December 24, 2014, I have demonstrated on Seeking Alpha the ongoing construction and portfolio management of the Fill-The-Gap Portfolio aimed at highlighting strategies investors may utilize to close the gap between an average Social Security benefit and the much greater costs faced in retirement.
This portfolio has outperformed all of the broad market indexes by a very wide margin, growing dividend income and total portfolio value consistently while the broader indexes struggle in negative territory all year.
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
Investing for 20 years, emphasizing stock picking for the last ten. Long-only, driven by valuation relative to risk and growth prospects. My contrarian approach works well during periods of volatility, typically trailing market returns during bull runs.
I am the Contributor Success Strategist for Seeking Alpha Marketplace, helping authors to succeed in growing their services through a focus on marketing and content strategy. I originally joined Seeking Alpha as a Senior Editor in June 2012, and left to pursue other opportunities in late 2016. During my initial tenure at SA, I managed the Dividends, Income & Retirement and Expert Insight platforms. D&I focuses on income investment strategies and dividend investment-focused content for investors from the accumulation stage to retirement. The purpose of Expert Insight is to expand and elevate the quality of Seeking Alpha's content by including articles from an industry insider's point of view, designed to help investors make more informed decisions as they consider specific sectors and trends within those sectors for their investing strategies, e.g., utilities or technology. Expert Insight articles offer more of a macro, 30,000-foot-view that goes beyond investment analysis or stock recommendations. I also curated the Dividends & Income Digest, a bi-weekly publication that takes a look at a question that is compelling and relevant to the community, showcases the responses of DI thought leaders, and serves as a round-up of top DI articles. I have a particular interest in retirement-related content, particularly with regard to using a dividend strategy to create a steady income stream for those golden years.
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I am a self-directed Dividend Growth Investor with a focus on total returns. I utilize a barbell approach to portfolio building that emphasizes classic higher yielding, but slower growing blue-chip dividend aristocrats on one end, and faster growing, but lower yielding stocks with high-dividend growth rates on the other end. This diversity gives my portfolios both a higher yield than the S&P 500, and has generated greater capital gains (thus greater total returns). No matter what stock I buy, I always look for high-quality companies with strong credit ratings and those that have adequate earnings and free-cash flow to cover their dividend, and have room to continue raising the dividend in the future. I am a buy-and-hold, value investor. I believe that most investors do not have enough patience and tend to sell their stocks too quickly if they do not see gains within a few quarters. Once I buy a stock, my holding period is years (preferably forever, but it is important to monitor a company's fundamentals regularly). Over time, I have noticed that my biggest investing mistakes have not been in buying stocks, but in selling stocks. Some of the biggest gains I've seen are in stocks that I've previously sold. But these mistakes have taught me to have patience, and my stock portfolios have consistently beaten the S&P 500 with greater risk-adjusted returns.
My complete portfolio currently consists of the following stocks:
AbbVie Inc (ABBV)
Abbott Laboratories (ABT)
Chevron Corporation (CVX)
Diageo Plc (DEO)
Emerson Electric Co (EMR)
The Home Depot (HD)
General Mills (GIS)
Gramercy Properties Trust (GPT)
Intel Corporation (INTC)
The Coca-Cola Company (KO)
The Kraft Heinz Company (KHC)
McCormick & Company (MKC)
Mondelez International Inc (MDLZ)
Altria Group Inc (MO)
Norfolk Southern Company (NSC)
Omega Healthcare Investors (OHI)
Philip Morris International (PM)
Proctor & Gamble (PG)
The TJX Companies, Inc. (TJX)
Union Pacific Corporation (UNP)
The Walt Disney Company (DIS)
Wells Fargo & Co (WFC)
Williams Companies (WMB)
I also hold the following mutual funds and ETFs in various accounts:
Vanguard Dividend Growth Fund (VDIGX)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Total Stock Market Index Fund (VTSAX)
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
Vanguard S&P 500 Index Fund (VFIAX)
Vanguard FTSE All-World Ex-U.S. Index Fund (VFWAX)
Vanguard Intermediate Term Municipal Bond Fund (VWIUX)
Vanguard Windsor II Fund Admiral Shares (VWNAX)
Vanguard Wellington Fund (VWENX)
Janus Triton Fund (JANIX)
My investment strategy is built around the creation of an income stream that will provide me with long term flexibility. I believe there are many ways to accomplish this goal from buying stocks that have an income component at value, to cash flow generating real estate investments to bond and bond equivalents. Each investor must know where they're trying to get to, then create a formula that works best for them. I choose to focus on income because it allows me to sleep more comfortably.
My husband and I plan to retire on December 31, 2020 at ages 68 and 59 1/2, respectively. We began focusing on dividend growth investing in 2013 but have been invested in mutual funds for decades. Our current DGI retirement portfolio is comprised of the following 61 DGI stocks: ABBV, ABT, ADM, AMGN, AVA, BBL, BMY, CAH, CBRL, CLX, COP, CSCO, CVX, D, DEO, DLR, DUK, ED, EMR, EPD, GE, GILD, GIS, GPC, HCP, IBM, JNJ, KHC, KMB, KMI, KO, LEG, LMT, LNT, MCD, MMM, MMP, MO, MRK, MSFT, NEE, O, OHI, OMI, PEP, PFE, PG, PM, SEP, SO, SYY, T, UL, UPS, UTX, VTR, VZ, WEC, WPC, XEL, and XOM.
In addition, I manage our millennial daughter's dividend growth retirement portfolio of the following 38 stocks: AAPL, ABBV, ABT, ADM, AMGN, BMY, CAH, CBRL, CSCO, D, DIS, DLR, EMR, GILD, GIS, OHI, JNJ, KMB, KO, MCD, MMM, MMP, MSFT, OMI, PEP, PFE, PG, PM, SCG, SO, T, UL, V, VTR, VZ, WEC, WPC, and XOM.
I am a Civil Engineer, who is married with three kids under the age of 6. In early 2013 I took a more active role in managing my IRA for retirement and decided to publicly share my experiences in building the portfolio. My hope is to provide a positive example for other young do-it-yourself investors as they save for retirement on a limited budget.
My interest in investing mostly began in 2005 when I started up an investment club with a few friends from college and has accelerated as I've been reading and learning along the way. Since then, investing and the stock market has become a passion and favorite hobby and I've enjoyed writing about stocks and sharing ideas I have here on Seeking Alpha.
My investing goals are to build a nest egg for retirement and fund college education accounts for my kids. I invest mainly in dividend paying stocks that have shown a history of consistent growth in earnings and dividend payouts.
I am an early career scientific researcher who has taken a strong interest in investing. While I invest primarily to achieve my personal financial goals, I find that doing so gives me another outlet beyond science where critical and logical thinking yield significant rewards.
On Seeking Alpha's Marketplace, I offer a premium service called the Cambridge Income Laboratory focusing mostly on research and analysis of exchange-traded funds (ETFs) and closed-end funds (CEFs). Currently, we are the top-ranked service for ETFs, and also rank 2nd for CEFs and arbitrage.
The Cambridge Income Laboratory boasts a community of over a hundred serious income investors dedicated on sharing ETF and CEF ideas and strategies. Check us out to see why one subscriber calls us a "one-stop shop for CEF research.”
Within the academic field, I have a career total of over 100 publications, 3300 total citations and an h-index of 34 (metrics from Google Scholar).
Wisconsin Accountant, watching political and financial currents, investing for fun and retirement. Focused on value and tax planning. Stock Portfolio: ASB, ATU, GE, HFC, KMI, MCD, MO, O, PG, SJM, SPFF, SPY, T, VIMSX, WEC, WFC.
I hold a BS in Chemical Engineering and have 31+ years of experience in high tech manufacturing of communications equipment as a process engineer, an engineering manager, and a factory manager. I have traveled extensively in Asia working with various parts of the supply chain. I believe in going long with the best companies, dividend growth, and carefully planned diversification. I do not believe in panic selling or over enthusiastic buying, but I will allow a small percentage of my portfolio to take a risk from time to time. I also believe that a judicious use of options can fit in with a conservative strategy.
A full time investor in stocks, bonds, options, and real estate who previously worked as a financial/investment journalist/analyst. Previous industry stints include privately held SageOnline Inc. - where he held multiple positions - as well as Multex.com, acquired by Reuters, where he was an equity research editor. Aloisi is a cum laude graduate of Penn State University, currently residing in native South Central Pennsylvania with his wife and 2 children.
Income investing has become his focal interest due to the challenges that the ZIRP environment presents. Not an advocate of any single portfolio strategy, he promotes a "go anywhere" philosophy predicated on value, forward thinking, sustainability, and personal objectives. While the past may be instructive, Aloisi cautions on over reliance.
In his free time he likes to talk politics, play the piano, garden, and go antiquing. Mr. Aloisi voluntarily serves as VP of his local school board.
It's been quite a journey the past six years as I've learned about stocks, technical analysis, swing trading, dividend growth investing, and options. For 17 years, I home educated our children and tutored, while my husband supported the family. Once I worked myself out of that job, I took on several finance-related part-time jobs. I have used my jobs as a learning tool more than an income tool and they have been very profitable. I focus the rest of my time making my husband's income the most useful it can be, and managing our home. I enjoy playing with bookkeeping, finance, investments, taxes, and strive to be the best steward of all the resources (time, energy, health, family, money, stuff) we have. When I started in 2011 with a sub-$10k portfolio the only purpose of my investing was to be able to afford to retire at a normal, reasonable age. By 2017 the portfolio income is as much as we need to survive (not ample) should income end - not because I was a brilliant stock picker, but because I had caught the vision of living off the dividends from investments without needing to spend down the principal. More than half of the portfolio was saved from income and carefully managing expenditures plus the sale of our house . My primary interests have now moved on (somewhat) and I'm not likely to continue writing for SA. Recently part of the portfolio (keeping core holdings - yes I still have NWL) was sold to invest in other asset classes. Moving from how will we ever retire to financial security has been wonderful and I am very grateful for all that I learned here on SA.
John S. Rhodes is the founder of the Digital Coin Collective. The DCC is a premium research service that focuses on money-getting Bitcoin, Ethereum and blockchain investments. Special attention is given to "off the radar" lucrative cryptocurrency investing situations such as initial coin offerings (ICO's), government deep think, BigCo blue chip, fintech software and services. Exclusive digital money investment ideas, alt-coin insights, and unique resources are also available for members only.
F.A.S.T. Graphs™ is a powerful research tool providing “essential fundamentals at a glance” on over 17,000 symbols. F.A.S.T. Graphs™ empowers the user to research stocks deeper and faster by allowing them to exploit the undeniable relationship and functional correlation between long-term earnings growth and market price. Warren Buffett, the greatest capital allocator of all time, said; “there are only two things that investor needs to know; how to value a company and how to think about stock prices.” With the F.A.S.T. Graphs™ at their disposal, users are able to perform both of these critical tasks… FAST. F.A.S.T. is an acronym for Fundamentals Analyzer Software Tool that takes all the hours of manual graphing of business fundamentals and reduces it to seconds, giving you critical information in an instant. With one glance you know a lot about the business you are graphing and its past, present and future value. F.A.S.T. Graphs™ should be the first step in every research project. Each graph is worth 1,000 words in describing a company’s growth, consistency and valuation.
I am a buy-side analyst for various private wealth managers, institutional and accredited investors. My goal for articles on Seeking Alpha is to bring exposure to business development companies (BDCs) that finance small to medium sized businesses, typically overlooked by banks. BDCs are an instrument for investors to earn healthy dividends by avoiding double taxation at the corporate level and allowing income to flow directly to shareholders. Please see website link below for more information.
I'm a former philosophy professor (University of Kentucky, East Carolina) who got an MBA and morphed into a software developer. These days I am semi-retired and manage investments for myself and other family members. I live in Fresno, CA.
I am fortunate to have or have had the opportunity to manage three different types of portfolios -- an income-maximizing portfolio for my late mother, a blue-chip dividend growth portfolio which will pass to my nephews, and a blended portfolio for my wife and me. This has given me the invaluable experience of thinking concretely about different profiles of current yield, growth, and total return. Generally speaking, I believe that investors of all ages should partake of all parts of this spectrum, just in different proportions. The articles I have written for SA, and the ones I contemplate for the future, are focused on developing this concept.
My goal is to design and manage a diversified portfolio that provides a growing, relatively safe dividend stream to supplement retirement income. The portfolio includes 30 individual equities and 7 ETFs. The average number of consecutive years of dividend increases is 26. Eight of the companies have S&P credit ratings of AA or higher. Fifteen are rated A+ or higher. Twenty-one are rated A- or higher. One company (WP Carey) is rated BBB. The other 29 are rated BBB+ or higher. I try to buy quality and maintain a long term perspective.
The 30 individual equities are: Johnson & Johnson (JNJ); Microsoft (MSFT); Exxon Mobil (XOM); Apple (AAPL); Walmart (WMT); Automatic Data Processing (ADP); Pfizer (PFE); Merck (MRK); Procter & Gamble (PG); 3M (MMM); Cisco (CSCO); Royal Bank of Canada (RY); NW Natural (NWN); PepsiCo (PEP); Texas Instruments (TXN); Kimberly-Clark (KMB); Qualcomm (QCOM); Simon Property Group (SPG); Clorox (CLX); PPL Corporation (PPL); WEC Energy (WEC); AT&T (T); National Retail Properties (NNN); Realty Income (O); Tanger Factory Outlets (SKT); Enterprise Products Partners (EPD); Brookfield Renewable Partners (BEP); Ventas (VTR); BCE Inc (BCE); WP Carey (WPC).
The 7 ETFs are: Vanguard Total Stock Market Index ETF (VTI); Vanguard FTSE Developed Markets Index ETF (VEA); Vanguard FTSE Emerging Markets Index ETF (VWO); Vanguard High Dividend Yield Index ETF (VYM); Vanguard International High Dividend Yield Index ETF (VYMI); Vanguard Mid-Cap Value Index ETF (VOE); Vanguard Small-Cap Value Index ETF (VBR).
I am retired after 40 years in the Financial Services Industry. As an Actuary and Statistician, my primary focus was Risk Management. I served as a consultant to some of the largest Financial Institutions and taught advanced risk management skills to top level investing professionals.
My articles focus primarily on Portfolio Management Techniques and balancing risk/reward opportunities. With over 40 years of personal investing history my knowledge and background has been modified by real-life experiences. I relate not only the theoretical aspects but the problems and opportunities encountered in everyday investing life.
My goal is to provide readers a thoughtful look at the stock market and suggest techniques that can help them invest better while reducing risk.