I started investing in 1984, just enough to get the company match, not many choices so I invested 100% in the SP500 fund. In 1997 I rolled my 401K over into an IRA when I changed jobs. Being too busy to spend much time thinking about investing I spread the money out into several value funds and an SP500 index fund. I also upped my 401K contribution at my new job. When 2002 rolled around I was down approximately 50%, this was unacceptable to me so I started paying more attention to investing. I learned all I could about value investing and decided to trade the safest, dividend paying stocks. I bought them whenever they hit 52 week lows and would sell them when I had a 15% profit. This worked pretty well until late 2008 when I got 100% invested by that December. I then watched my stocks continue to go down approximately 30% by March, 2009. Since then I started looking for a new way to invest that would be safer. I decided in late 2011 to switch to concentrating on dividend income and growing a safe income stream. My IRA contains PEP, NSRGY, PG, JNJ, T, TOT, RIG, ABT, BDX, HAS, ITW, INTC, MSFT, VIV, and CSCO.
I am a medical professional, but I have been studying investing for many years so that I can control my own portfolio. DGI seems to be the best way for me to invest for my retirement while being able to sleep at night.
I have also been successfully trading cash secured puts for extra income. I share my experience on my websites, Tradingcsps.com and my blog Tradingputs.com.
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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Worked as Intern at JPMorgan Securities on the REPO desk, and later did project management. Interned at Cohen Specialists on AMEX floor before NYSE merger. Also worked at Amherst Pierpont before leaving the business and becoming a financial literacy teacher. I find more worth in spreading my knowledge to children just beginning their life, than anything I found on Wall Street. Value Investor, focusing on long-term dividend growth. I supplement portfolio dividend income by selling calls against stock owned, and puts against cash held, I do not use leverage ever. Outperformed S&P from 2013-2017. Buy and Homework.
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I'm retired. Bought the farm -- literally (in NE Texas).
I'm a boomer, not a depression era kid (it was my parents who lived through that mess). So I'm exaggerating a bit when I state that the "Great Depression" ran into the late 50's where I grew up (the Appalachia of the West). But I did go to bed hungry, dreaming of food, because there was literally nothing to eat. The family's grocery problem was eventually solved through the good graces of a religious charity, the assistance of friends and neighbors, the perseverance of my parents, and more than a little luck.
I believe those early lean times provided a wee-bit of incentive to not let those circumstances repeat themselves... I really dislike going hungry.
But I was lucky. I had clothes; usually ate on a regular basis; got a bath once a week in a tin wash tub, whether it was needed or wanted; got medical treatment for the slices, dices and broken bones that would have crippled me, treatment for the diseases that, left untreated, would have killed me; and had the opportunity to go to school. That was an opportunity I seized with both hands and did not let go.
I am by nature inherently lazy... given the choice between digging ditch with pick and shovel at $0.10/hour or sitting behind a desk writing software at hundreds of times that hourly rate... I decided not to dig ditches.
Now that I'm retired and own the farm, I dig ditches for free.
As a kid I read constantly... pretty much everything on just about anything. Cleaned out the local libraries (it was a very small town). "The Richest Man in Babylon", biographies of Hughes, Carnegie, Rockefeller, and others, histories, westerns, mysteries, SF. Remembered various parables about being unable to grasp opportunities because one had wasted his resources.
Can't say I always succeeded, but I tried. Towards the end of my career, managed to live on about 1/3 of my gross, saving and investing what was left after taxes and insurance, and still had opportunities for fun, recreation, travel and friends.
As a NASA Engineer, I wrote a large variety of software. Some of the more notable items were:
• an email management system for the Agency and its contractors (the project included writing the procedures; reporting and correcting third party data errors;
• designing, writing and testing the software; designing and implementing the database schema and queries; navigating inter-center politics; etc);
• a moving map software that flew twice aboard the Shuttle and displayed alternate landing sites in the event of a launch emergency;
• post landing wheel-tire-brake analysis software for the Shuttle (STS-1 to final-flight);
• a graphical, real-time dynamic software simulator for a 7-joint robot;
• a FMEA/CIL data processing system (software and procedures) for Return-to-Flight after the Challenger disaster;
• data structures & translation software for the Shuttle's Wake Shield Experiment; and
• a Shuttle-Station docking simulator.
Also designed, developed, tested and used a simulation language, a graphics processing language, and various computer language processing and analysis tools.
And then there was the "fun" NASA stuff... logging 40 minutes of zero-G time (and 40 minutes of 2G time), riding a 6-DOF shuttle simulator, working (and biking) with a handful of astronauts, SCUBA-ing in the WETF whilst observing astronauts using the tools my group designed, witnessing a Shuttle launch, doing Shuttle post-landing ground penetrometer studies at Edwards AFB, simulating shuttle tile repair whilst mounted horizontally on an air-bearing floor, mentoring younger engineers, and working with some of the best and brightest people I've met in my life.
In my free time:
• I developed commercial library management, scheduling and reporting software packages, wrote the user manuals, made onsite visits and learned a lot of humility;
• guest lectured and taught software development at universities.
• lived for years in various locales in northern Japan, participated in a traditional Japanese marriage ceremony (my own), helped my father-in-law with a bit of traditional Japanese construction near Sendai, and played Shogi whenever possible (Shogi is the Japanese version of chess. The local shogi master's shocked expression of total surprise when I beat him at the game was priceless ... To the master I was just an idiot "gaijin" [foreigner] and not worth his full attention. He won the next game.);
• lived for three months in Hawaii;
• made brief excursions to Canada, Mexico and the Caribbean.
While at one time I could read, write, think, dream, and speak (without accent) in standard Japanese and could understand a bit of the Tsugaru and Zuzu-ben dialects, I don't practice much anymore.
My time in the US Army made me appreciate my MOS (a retired crypto sub-specialty) was not 11B.
My hobby is investing in stocks and options. I manage DivGro, a portfolio of dividend growth stocks created in January 2013. The primary goal of DivGro is to generate a reliable and growing dividend income stream. I use options to boost dividend income, primarily covered calls but also uncovered puts. My blog hosts a live and public spreadsheet with full details of DivGro so that readers can follow my investment journey. I write articles about dividend growth investing, options trading, investment decisions, stock selection, portfolio management, and passive income generation. I generate active income as an effects artist at a well-known animation studio in the Bay Area.
Karen Webster is one of the world’s leading experts on emerging payments and a strategic advisor to CEOs and Boards of multinational players in the payments and commerce space. As the CEO of Market Platform Dynamics, she works extensively with the most innovative players in the payments, financial services, mobile, B2B, digital media and technology sectors to identify, ignite and monetize innovation. Ms. Webster also serves as a member of the board for several emerging companies and helps these innovators develop and implement business strategies that drive market adoption for their products and services.
Retired corporate attorney. Very interested in income stream development, including equities and municipal bonds. Serve as trustee on nine trusts, most of which are income for life vehicles. Began investing in a serious way in 1981 when starting my career at Shell. Paid ourselves first every pay period, with help from Shell, for 34 years. Invested for growth, tax deferred compounding, and took all the freebies we could find, like the company discount stock program, company contributions, pre-tax dollar investments, etc. never panicked and never unloaded alot of equities when markets went haywire. Shifted slowly toward income in our mid forties, and even now in retirement, growth remains a significant part of our portfolio. Our greatest financial tools and assets:
Time, patience, fortitude, resisting the latest temptations, living well but a bit below our means, never spending the principal.
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.
Damon Verial is a statistical analyst who uses his skills to research stocks, options, and investment strategies. In addition, Damon is the writer of Copy My Trades, a trade-alert, subscription-based newsletter, available at his personal website. He is also the writer of Exposing Earnings, an in-depth earnings prediction service here on Seeking Alpha.
Damon makes his living as a gap trader, an earnings trader, and an interday trader. In his free time, he writes for Seeking Alpha, where he focuses on seasonal investing, market timing, and earnings analyses.
Damon has written several successful stock analysis algorithms, including algorithms that can predict gap closure, intraday patterns, and news overreactions. They will soon be publically available for subscribers.
Damon’s undergraduate education was in statistics and mathematics at the University of Washington; his graduate education was in psychology at National Taiwan University. He currently lives in Fukuoka, Japan.
I've been investing for over 40 years. On my 18th birthday, I bought Continental Airlines, which immediately dropped and four months later I sold it for a 10% profit, foreshadowing many future trading experiences. I got burned in the dot-com bubble and swore off investing. I did some calculations and discovered if I put my investing money into my mortgage, that would be the best ROI and I'd recoup all my dot-com losses, so I did it and paid my house off early. I missed the 2008 Bear Market, after having been burned in the dot-com bubble, but followed the market every day since I was 14 when I paid for a WSJ subscription from profits from my paper route. I doubled my money in 2013 in the stock market. I doubled my money again in 2014. 2015 has been quite a bit tougher, and I have become more cautious and more research intensive. I have flipped stocks several times a day and I have held stocks for years, too. Overall, I made nice profits with stocks, but only broke even buying and selling options. Never traded commodities or shorted stocks. Never say never. Researching companies keeps me abreast of all the latest technological advancements and it is really cool to know about all of that.
INDEPENDENT Financial Advisor / Professional Investor- with over 30 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice and Experience to produce Portfolios focused on achieving positive returns over a period of time. My soon to be launched Marketplace Service "The Savvy Investor" provides winning advice in helping to avoid the pitfalls and traps that wreak havoc on your portfolio with a focus on Income and Capital Preservation.
I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking. Blogging here on SA is part of my research. I write to find out what I think. I invite you to join the family of satisfied clients send an e-mail :email@example.com
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.
Profession: 25 years engineering business owner, 10 years small manufacturing business owner
Education: BA Econ (Claremont), BS Mech Engr (Stanford), MS Mech Engr (CSU Long Beach)
Self taught stock investor. Fumbled around many years until I settled on Dividend Growth strategy as a path to funding my retirement.
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 92 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 5/12/2018.
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 (13): MA, V, NRZ , AJX, CHMI, RA, OXLC, 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 (10): WPC, SPG, DLR, STAG, SKT, KIM, CORR, IRM, EPR, UNIT- a nibble
(1) Reit Preferred : WPG-H. -
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"
Get a Free pdf Download of the Book by Lowell Miller
"The Single Best Investment"
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.
I own 306 stocks. Retired at age 60, currently age 64. Living off pensions and social security. I do not intend to draw on dividends before 2018. Total Portfolio yield 2.00%.
* My Percentage of portfolio allocation based on dividend yield:
Growth yield, 0%: 30.0%
Growth and Income yield, 0.1% - 2.7%: 43.0%
Slow Growth and Income yield, 2.71% - 5.0%: 22.0%
Income yield, 5.1% and up: 5.0%
* My PORTFOLIO STOCK COMPOSITION
Symbol : Description
AAPL : APPLE INC
ABBV : ABBVIE INC
ABCCF : ABCANN GLOBAL CORPORATION
ABMD : ABIOMED INC
ABT : ABBOTT LABORATORIES
ACBFF : AURORA CANNABIS INC
ACN : ACCENTURE PLC
ADBE : ADOBE SYSTEMS INC
ADP : AUTOMATIC DATA PROCESSING INC
AEP : AMERICAN ELECTRIC POWER COMPANY INC
AET : AETNA INC
AFL : AFLAC INC
AGR : AVANGRID INC
ALGN : ALIGN TECHNOLOGY INC
AMAT : APPLIED MATERIALS INC
AMGN : AMGEN INC
AMP : AMERIPRISE FINANCIAL INC
AMT : AMERICAN TOWER CORPORATION
AMTD : TD AMERITRADE HOLDING CORPORATION
AMZN : AMAZON COM
ANET : ARISTA NETWORKS
ANTM : ANTHEM INC
AOS : AO SMITH CORP
APHQF : APHRIA INC
APD : AIR PRODUCTS AND CHEMICALS INC
APH : AMPHENOL CORP
APTIV : APTIV PLC
APU : AMERIGAS PARTNERS LP
AQN : ALGONQUIN POWER
ARTNA : ARTESIAN RESOURCES CORPORATION
ATHM : AUTOHOME INC
ATVI : ACTIVISION BLIZZARD INC
AVGO : BROADCOM LTD
AVY : AVERY DENNISON CORP
AWK : AMERICAN WATER WORKS
AWR : AMERICAN STATES WATER CO
AZO : AUTOZONE INC
BA : BOEING CO
BABA : ALIBABA GROUP HOLDING LIMITED
BAC : BANK OF AMERICA CORPORATION
BAX : BAXTER INTERNATIONAL INC
BCR : CR BARD INC
BDX : BECTON DICKINSON AND COMPANY
BERY : BERRY GLOBAL GROUP INC
BFB : BROWN FORMAN CORP
BIDU : BAIDU INC
BIIB : BIOGEN INC
BIP : BROOKFIELD INFRASTRUCTURE PARTNERS LP
BKNG : BOOKING HOLDINGS INC
BLK : BLACKROCK
BMY : BRISTOL MYERS SQUIBB CO
BOFI : BOFI HOLDING INC
BR : BROADRIDGE FINANCIAL SOLUTIONS
BRKB : BERKSHIRE HATHAWAY INC NEW
BSTI : BEST INC
BSX : BOSTON SCIENTIFIC CORP
BTI : BRITISH AMERICAN TOBACCO PLC
BURL : BURLINGTON STORES INC
BZUN : BAOZUN INC
C : CITIGROUP INC
CADE : CADENCE BANCORPORATION
CASA : CASA SYSTEMS INC
CAT : CATERPILLAR INC
CBOE : CBOE GLOBAL MARKETS INC
CBRL : CRACKER BARREL OLD COUNTRY STORE INC
CCI : CROWN CASTLE INTERNATIONAL CORP REIT NEW
CE : CELANESE CORP
CELG : CELGENE CORPORATION
CERN : CERNER CORP
CHD : CHURCH AND DWIGHT CO INC
CHTR : CHARTER COMMUNICATIONS INC NEW
CI : CIGNA CORPORATION
CIM : CHIMERA INVESTMENT CORPORATION NEW
CL : COLGATE PALMOLIVE CO
CLX : CLOROX CO
CMCSA : COMCAST CORPORATION
CME : CME GROUP INC
CNC : CENTENE CORP
CNTTF : CANNTRUST HOLDINGS INC
COHR : COHERENT INC
CONE : CYRUSONE INC
COR : CORESITE REALTY CORPORATION
COST : COSTCO WHOLESALE CORPORATION
CPK CHESAPEAKE UTILITIES CORPORATION
CRM : SALESFORCE COM INC
CRON : CRONOS GROUP INC
CSCO : CISCO SYSTEMS INC
CSX : CSX CORPORATION
CTAS : CINTAS CORPORATION
CTRP : CTRIP COM INTERNATIONAL LTD
CTSH : COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
CVX : CHEVRON CORPORATION
CWT : CALIFORNIA WATER SERVICE GROUP
DBX : DROPBOX INC
DE : DEERE AND CO
DEO : DIAGEO PLC
DG : DOLLAR GENERAL CORPORATION
DIS : WALT DISNEY CO
DLR : DIGITAL REALTY TRUST INC
DLTR : DOLLAR TREE INC
DNKN : DUNKIN BRANDS GROUP INC
DRE : DUKE REALTY CORPORATION
DRI : DARDEN RESTAURANTS INC
DY : DYCOM INDUSTRIES INC
EA : ELECTRONIC ARTS INC
EADSY : AIRBUS SE
ED : CONSOLIDATED EDISON INC
EDU : NEW ORIENTAL EDUCATION AND TECHNOLOGY GROUP INC
EEFT : EURONET WORLDWIDE INC
EL : ESTEE LAUDER COMPANIES INC
EMHTF : EMERALD HEALTH THERAPEUTICS INC
ENB : ENBRIDGE INC
EPD : ENTERPRISE PRODUCTS PARTNERS LP
ESNT : ESSENT GROUP LTD
ETE : ENERGY TRANSFER EQUITY LP
EW : EDWARDS LIFESCIENCES CORP
EXR : EXTRA SPACE STORAGE INC
FANG : DIAMONDBACK ENERGY INC
FAST : FASTENAL COMPANY
FB : FACEBOOK INC
FDS : FACTSET RESEARCH SYSTEMS INC
FDX : FEDEX CORP
FISV : FISERV INC
FIVE : FIVE BELOW INC
FIZZ : NATIONAL BEVERAGE CORPORATION
FLO : FLOWERS FOODS INC
FLT : FLEETCOR TECHNOLOGIES
FTV : FORTIVE CORPORATION
GAIN : GLADSTONE INVESTMENT CORPORATION
GD : GENERAL DYNAMICS CORPORATION
GOOGL : ALPHABET INC
GPN : GLOBAL PAYMENTS INC
GRUB : GRUBHUB INC
HEI : HEICO CORP
HEINY : HEINEKEN NV
HEP : HOLLY ENERGY PARTNERS LP
HII : HUNTINGTON INGALLS INDUSTRIES INC
HON : HONEYWELL INTERNATIONAL INC
HRL : HORMEL FOODS CORPORATION
HRS : HARRIS CORPORATION
HYYDF : HYDROPOTHECARY
HTHT : CHINA LODGING GROUP LTD
ICE : INTERCONTINENTAL EXCHANGE INC
ICLR : ICON PLC
INCY : INCYTE CORPORATION
INGN : INOGEN INC
INGR : INGREDION INCORPORATED
INTC : INTEL CORPORATION
INTU : INTUIT INC
IPGP : IPG PHOTONICS CORPORATION
ISRG : INTUITIVE SURGICAL INC
ITW : ILLINOIS TOOL WORKS INC
JAZZ : JAZZ PHARMACEUTICALS PLC
JD : JD COM INC
JNJ : JOHNSON AND JOHNSON
JP : JUPAI HOLDINGS LIMITED
JPM : JP MORGAN CHASE AND CO
KMB : KIMBERLY CLARK CORP
LEA : LEAR CORP
LEG : LEGGETT AND PLATT INC
LFUS : LITTELFUSE INC
LKQ : LKQ CORPORATION
LLY : ELI LILLY AND CO
LMT : LOCKHEED MARTIN CORP
LNT : ALLIANT ENERGY CORP
LOW : LOWES COMPANIES INC
LRCX : LAM RESEARCH CORPORATION
LXRP : LEXARIA BIOSCIENCE CORPORATION
LYB : LYONDELLBASELL INDUSTRIES NV
MA : MASTERCARD INCORPORATED
MAIN : MAIN STREET CAPITAL CORP
MCD : MCDONALDS CORP
MEDFF : MEDRELEAF CORPORATION
MELI : MERCADOLIBRE INC
MDB : MONGODB INC
MKC : MCCORMICK AND CO
MMM : 3M COMPANY
MMP : MAGELLAN MIDSTREAM PARTNERS LP
MNST : MONSTER BEVERAGE CORPORATION
MO : ALTRIA GROUP INC
MOMO : MOMO INC
MPC : MARATHON PETROLEUM CORPORATION
MPWR : MONOLITHIC POWER SYSTEMS INC
MS : MORGAN STANLEY
MSCI : MSCI INC
MSEX : MIDDLESEX WATER COMPANY
MSFT : MICROSOFT CORPORATION
MTCH : MATCH GROUP INC
NBEV : NEW AGE BEVERAGES CORPORATION
NDAQ : NASDAQ INC
NDSN : NORDSON CORPORATION
NEE : NEXTERA ENERGY INC
NFLX : NETFLIX INC
NHI : NATIONAL HEALTH INVESTMENTS INC
NKE : NIKE INC
NOC : NORTHROP GRUMMAN CORP HOLDING CO
NOW : SERVICENOW INC
NPSNY : NASPERS
NSC : NORFOLK SOUTHERN CORP
NTES : NETEASE INC
NUE : NUCOR CORPORATION
NVDA : NVIDIA CORPORATION
NVEE : NV5 GLOBAL INC
NXTTF : NAMASTE TECHNOLOGIES INC
O : REALTY INCOME CORPORATION
ODFL : OLD DOMINION FREIGHT LINE INC
OKE : ONEOK INC
OLLI : OLLIES BARGAIN OUTLET HOLDINGS INC
OGRMF : ORGANIGRAM HOLDINGS INC
ORLY : O REILLY AUTOMOTIVE INC
OZRK : BANK OF THE OZARKS INC
PAGS : PAGSEGURO DIGITAL LTD
PANW : PALO ALTO NETWORKS INC
PAYC : PAYCOM SOFTWARE INC
PAYX : PAYCHEX INC
PCLN : PRICELINE GROUP INC
PEP : PEPSICO INC
PF : PINNACLE FOODS INC
PFGC : PERFORMANCE FOOD GROUP COMPANY
PKG : PACKAGING CORP
PLNT : PLANET FITNESS INC
PM : PHILIP MORRIS INTERNATIONAL INC
PRAH : PRA HEALTH SCIENCES INC
PSX : PHILLIPS 66
PYPL : PAYPAL HOLDINGS INC
QSR : RESTAURANT BRANDS INTERNATIONAL INC
RDDTF : RADIENT TECHNOLOGIES INC
REGN : REGENERON PHARMACEUTICALS INC
RHT : RED HAT INC
RMD : RESMED INC
ROP : ROPER TECHNOLOGIES INC
ROST : ROSS STORES INC
RSG : REPUBLIC SERVICES INC
RTN : RAYTHEON CO
RY : ROYAL BANK OF CANADA
SBUX : STARBUCKS CORPORATION
SCHW : CHARLES SCHWAB CORPORATION
SECO : SECOO HOLDING LTD
SGH : SMART GLOBAL HOLDINGS INC
SHW : SHERWIN WILLIAMS
SINA : SINA COM
SIVB : SVB CAPITAL II
SJM : JM SMUCKER COMPANY
SJW : SJW GROUP
SKX : SKECHERS USA
SNNVF : SUNNIVA INC
SODA : SODASTREAM INTERNATIONAL LTD
SPGI : S&P GLOBAL INC
SPLK : SPLUNK INC
SPR : SPIRIT AEROSYSTEMS HOLDINGS INC
SQ : SQUARE INC
SRE : SEMPRA ENERGY
STZ : CONSTELLATION BRANDS INC
SWK : STANLEY BLACK AND DECKER INC
SYK : STRYKER CORP
SYY : SYSCO CORP
TAL : TAL EDUCATION GROUP
TAP : MOLSON COORS BREWING COMPANY
TCEHY : TENCENT HOLDINGS LTD
TD : TORONTO DOMINION BANK
TDY : TELEDYNE TECHNOLOGIES
TEAM : ATLASSIAN CORPORATION PLC
THO : THOR INDUSTRIES
TJX : TJX COMPANIES INC
TLP : TRANSMONTAIGNE PARTNERS LP
TMO : THERMO FISHER SCIENTIFIC INC
TMUS : T MOBILE US INC
TRGP : TARGA RESOURCES CORPORATION
TSCO : TRACTOR SUPPLY COMPANY
TSM : TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSN : TYSON FOODS
TWMJF : CANOPY GROWERS
TXN : TEXAS INSTRUMENTS INCORPORATED
UL : UNILEVER PLC
ULTA : ULTA BEAUTY INC
UNH : UNITEDHEALTH GROUP INC
UNP : UNION PACIFIC CORP
UVE : UNIVERSAL INSURANCE HOLDINGS INC
V : VISA INC
VFC : VF CORPORATION
VGR : VECTOR GROUP LTD
VLO : VALERO ENERGY CORPORATION
VRSN : VERISIGN INC
WASH : WASHINGTON TRUST BANCORP INC
WB : WEIBO CORPORATION
WBA : WALGREEN BOOTS ALLIANCE INC
WCN : WASTE CONNECTIONS INC NEW
WEC : WEC ENERGY GROUP INC
WES : WESTERN GAS PARTNERS LP
WM : WASTE MANAGEMENT
WMT : WALMART STORES INC
WSO : WATSCO INC
WTR : AQUA AMERICA INC
WUBA : 58 COM INC
XEL : XCEL ENERGY INC
XPO : XPO LOGISTICS INC
XYL : XYLEM INC
YELP : YELP INC
YNDX : YANDEX NV
YORW : YORK WATER COMPANY
YRD : YIRENDAI LTD
YUM : YUM BRANDS INC
YY : YY INC
ZTO : ZTO EXPRESS CAYMAN INC
ZTS : ZOETIS INC
* My Portfolio Sector composition:
60 Technology stocks, 20% of portfolio, index is 22%.
36 Consumer Defensive stocks, 17% of portfolio, index is 7%.
42 Health Care stocks, 13% of portfolio, index is 13%
39 Consumer Cycle stocks, 12% of portfolio, index is 12%.
46 Industrial stocks, 11% of portfolio, index is 11%.
31 Financial Services stocks, 10% of portfolio, index is 17%.
20 Utility stocks, 6% of portfolio, index is 3%.
16 Energy stocks, 6% of portfolio, index is 6%.
8 Real Estate stocks, 2% of portfolio, index is 3%.
4 Communications stocks, 1% of portfolio, index is 3%.
3 Materials stocks, 1% of portfolio, index is 3%.
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.
I am the author of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. My services include a review of individual portfolios along with education of portfolio management techniques. I have been a Registered Investment Advisor, financial author, and entrepreneur. I bring a variety of expertise to my clients, from personal investment planning and management to stock market analysis skills. I am the creator of the late 1990s investment newsletter Power Investing with DRIPs focused on timely selections of dividend paying stocks. I have also published two books through McGraw Hill, All About DRIPs and DSPs (2001), and The StreetSmart Guide to Overlooked Stocks (2002). My work experience covers a variety of fields.Prior to being a RIA, I spent 15 years as a corporate manager at Georgia-Pacific Corp before venturing out on my own, operating several businesses from manufacturing to export marketing management. President Ronald Reagan appointed me to the National Advisory Council overseeing the Small Business Administration from 1988 to 1991.
Now comes the obligatory disclaimers: The opinions and any recommendations expressed in this commentary are those of the author . None of the information or opinions expressed in this article constitutes a solicitation for the purchase or sale of any security or other instrument. Nothing in this commentary constitutes investment advice and any recommendations that may be contained herein have not been based upon a consideration of the investment objectives, financial situation or particular needs of any specific recipient. Any purchase or sale activity in any securities or other instrument should be based upon your own analysis and conclusions. Past performance is not indicative of future results. The information contained in this report does not purport to be a complete description of the securities market, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and subject to change without notice. Either Mr. Fisher or his employer, if any, may hold or control long or short positions in the securities or instruments mentioned.
I am a buy and hold common stock investor. Warren Buffett is definitely my guru. He makes the most sense to me. I began investing in the stock market at age 14 in 1970 with money earned on my paper route. What I have done since 1970 is invest primarily in the Dividend Aristocrats whenever the stock market is relatively low. I have never sold a single share of stock except on the rare occasion when one of my stocks was bought out for cash and I was forced to sell.. I keep all of my stock certificates or direct registration statements in a safe deposit box at the bank. I do not automatically reinvest dividends. I only purchase stocks when I feel that the stock market is relatively low. Brown University, B. A., 1978. Below are the 40 stocks in my portfolio.
I am an electrical engineer and have been a minor partner in a local business for the past several years, where I keep the books.
I have followed and studied the stock market for over 30 years, developing a trading style which suits my personality. My style changes with my perception of the market. During the 'crisis' of 2008 I utilized trades that last about a month on average. Starting in late 2008 and early 2009 I have been more of an intermediate term holder of precious metals miners and explorers, which have done very well for me thus far. Since 2010 I have been transitioning into a Dividend Growth style with a great deal of assistance from the Seeking Alpha DGI community.
I keep tabs on the economy and the market by perusing the headlines and some articles of interest on a routine basis. The more I study, the more I begin to see how much more I need to learn. I like to think that I've picked up a thing or two, but there's always more.
Several years ago I 'discovered' Austrian economic thought. It forms the framework for my economic and market analysis. It seems to work for me.