Hello. Welcome to my Seeking Alpha portfolio page. I'm a financial writer and market risk analyst with over fifteen years experience in the financial services industry. I have over ten years experience on trading desks of two major banks.
My writing focuses on macro trends and identifying risks with investing in bank stocks, commodities, equities, and currencies. As a former currency risk advisor, my articles tend to focus on how international events and global capital flows impact both the equity and bond markets.
I have an economics degree with a concentration in finance from the University of Rhode Island.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha to receive updates. We look forward to your input and feedback!
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Williams Market Analytics, LLC is a quantitative research boutique offering insightful, actionable analysis of financial markets. The firm also runs a systematic allocation strategy using quantitative models. The strategy portfolio can be accessed by both individual investors as well as RIAs in the U.S. and Europe. The strategy description and 5-year performance record can be found at: http://www.williamsmarketanalytics.com/fund/
I am formally a data analyst for a non-financial services organization. I have an undergraduate degree in business and a masters degree in predictive analytics. My background as an investor has been in setting and forgetting my 401k. In my recent job change I was enlightened to not having a plan for retirement. In my waking up, I have decided to start posting on Seeking Alpha to help encourage others to have a similar awakening as well as receive feedback from all the great contributors to the site.
Founder of Bern Factor LLC, a registered investment advisory firm located in Virginia, and the sole investment advisor representative of the firm at present. My association with the Marketplace subscription service, Friedrich Global Research, is a collaboration with Mycroft Friedrich, another contributor on Seeking Alpha. Together we have nearly 80 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BSBA) and Management Information Systems (MBA). I have been actively involved with investment analysis and investment management since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the detail of a retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my website.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
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.
BA in economics from UConn. MBA in finance from Wharton. Worked as securities analyst and portfolio manager for an insurance company and a bank from 1960 through 1983. Retired at age of 53. Private investor from then until now. I am 86 years young. I like to write poetry and short stories. And, I am the Chief Inspector of Sunrises and Sunsets on Earth (self appointed).
Parsimony Research provides dividend stock research and analysis to investors subscribed to the Dividend Investors Club. The Dividend Investors Club is made up of thousands of do-it-yourself dividend and income investors working toward one common goal...generating consistent income!
Our strategy is simple:
1. Buy great dividend stocks at reasonable prices.
2. Enhance income with conservative option strategies.
3. Manage risk through diversification and exit strategies.
Our research (which includes dividend stock rankings, online stock profiles, Buy Zones, Profit Zones, Action Ratings, stock screens, and model portfolios) will give you all the tools you need to build and monitor your own DIY Dividend Portfolio and super charge that portfolio with conservative option strategies (cover calls and cash-secured puts).
Visit the Dividend investors Club website to learn more...
I seek to liberate investors from the chains of borrowed opinions by teaching metric awareness that leads to the formation of your own opinions. I am a retail investor that gathers, processes and analyzes significantly more data than average. I share that data in my articles. I let the data do the talking. I am only taking dictation as the data tells its message.
Real Estate and energy have always fascinated me. Most of my articles have dealt with energy in one way or another. At first, I wrote about oil and gas (never did like coal), but starting in 2016, when I bought a Leaf EV and began to focus on alternative energy and EV equities.
I have become increasingly convinced that the world is about to undergo an "energy revolution" in which renewables (primarily solar and wind) will displace fossil fuels.
I have been investing in the markets for 40 years. My investment experience is limited to my own accounts.
Quad 7 Capital, parent company of Quad 7 Research, Quad 7 Partners, and Quad 7 Poker, was founded in 2017 by a team that consists of a long time investor, health researcher, financial author, professor, professional poker player, and politician. For investors and traders, Quad 7 Capital will soon be launching its BAD BEAT Investing Service, focused on extreme value, and leveraging news driven events for rapid return swing trades.
The company has expertise in business, policy, economics, mathematics, game theory and the sciences. The company has experience with government, academia, and private industry. Quad7Capital.com covers a wide range of sectors and companies, with particular emphasis on news related items and mini-analyses on growth companies, cryptocurrencies, REITS, biotechnology/ pharmaceuticals, precious metals, blue chips and small-cap companies. It further offers money saving tips and market news.
Quad 7 Partners is the driving force behind the overall focus on current events, earnings, and timely developments, while Quad 7 Research aims to conduct several in depth analyses per month to identify misplaced market bets, and deep value situations. We are on Stocktwits, and Twitter under username _Quad7Capital_, and on Facebook and TalkMarkets under Quad7Capital.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance.
Richard's extensive experience includes having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (http://www.aberdeen-asset.com then listed London Stock Exchange, now a subsidiary of Phoenix Group inthe U.K.).
He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO.
He is a 1970 graduate of Dartmouth College.
QVM Group LLC is a Registered Investment Advisor.
Visit the QVM Group website (http://www.qvmgroup.com) or its blog (http://www.qvminvest.com).
President of MLP Protocol, investor, trader, and proponent of Master Limited Partnerships. Also on StockTwits and Twitter as @MLP_Protocol.
The primary driving force behind 99%+ of the activity on Seeking Alpha appears to be investors' confirmation bias. Do you want to be part of the 99% or are you trying to get to the 1%?
IF AN INVESTMENT GENERATES A K-1 INSTEAD OF A 1099-DIV I WON'T INVEST IN IT USING ANY TAX ADVANTAGED ACCOUNT. Here's why: http://www.wsj.com/articles/thousands-hit-with-surprise-tax-bill-on-income-in-iras-1447427436
I write about dividend growth stocks on my website http://www.dividendgrowthinvestor.com/. I am mostly a buyer of high quality dividend stocks, with solid competitive advantages. My holding period is forever, as long as the dividend is at least maintained. I tend to concentrate my efforts on stocks which grow earnings and dividends, which provides outstanding total returns over time. I only focus my attention to stocks with sustainable dividend payments. I am also a firm believer in diversification accross sectors and geographic locations. I have been focusing my attention particularly to companies that regularly increase dividends to their shareholders since 2007. On my blog I share my thoughts on investing in dividend paying stocks that have consistently increased their payments over time and tips on growing my dividend income. I hope that my blog will serve as an inspiration for my readers and that it would change their financial lives for the better. Visit my website, Dividend Growth Investor (http://www.dividendgrowthinvestor.com/)
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.
A regular guy (still alive from New York!) who shows how he would manage a model (not actual) portfolio for educational purposes only, my personal finances are my own business and the disclosure statement is only for the portfolio we are discussing (if an asset is held personally, I will note that in the disclosure). I give absolutely no advice, and only offer suggestions on how I could manage a portfolio. My personal portfolio and finances can change at any time, which has nothing to do with the educational value of any article.
The main reason for a subscriber to "Follow" me, especially for the model portfolios (TARP or otherwise), is to glean some knowledge to become a better investor and not simply place bets. Money management is every bit as important as any other aspect of investing, and by following a portfolio and the actions taken, you can gain some insight into a somewhat higher level of investing acumen. There are no requirements, and this is not "rocket science" - it is simply a powerful way for you to put the money you have worked hard for to work even harder for you. My message will be consistent, and my hope by doing this is to share my own experiences, illustrated in the model mock portfolios I build exclusively for Seeking Alpha. Knowledge is power, and many folks shy away from the investing world because that very world makes it more confusing each and every day in an effort to sell you something: stock picks, technical strategies, books, videos, subscriptions with "secret ideas," gadgets, and even snake oil. My promise to you is that my work here will remain free to all of my followers, with the hope of giving to you some of the things that took years for me to learn myself.
Welcome to my author's site.
I hope you find my articles interesting and informative.
A man-with-a-plan, I am utilizing knowledge gained from my business degree 25+ years in the business world and a similar number of years of investing experience, to manage my investments.
I have created and maintain a stable and growing portfolio of individual US listed dividend growth stocks, over 30% of which are non-US based but headquartered in Canada, Great Briton, the Netherlands and Australia.
I believe that asset allocation is the primary decision an investor must make considering his objectives, time frame and risk tolerance. I am fully invested and 90% of that is in stock.
I believe that the small individual investor is often best served by low cost index funds. Stock picking, attempted market timing and frequent trading usually work to the disadvantage of the average small investor. However, you may define small as you like and nothing prevents any investor from emulating the market greats of our time such as Warren Buffett or Peter Lynch. Greater rewards can be obtained by buying and holding individual securities if one has background, the interest, the time and the disciplne to do so in an effective way.
There are many ways to make money in the stock and bond markets. My approach to is to take ownership positions in successful large cap companies and hold them a number of years. Dividend Growth Investing is a conservative approach which involves lower than average risks and higher than average rewards.
My writing experience began when I was a senior in high school. I was a local stringer for Maine's largest newspaper and covered school and amatuer sports. Concurrent with a successful career in the business world I wrote magazine articles, journal articles, short fiction, poetry and a devotional book.
A long time student of security markets I immensely enjoy the opportunity to write for Seeking Alpha, which is a very high quality well run organization with excellent editorial support. It is also possibly the best business forum on the internet and I am proud to be a part of it.
Most of my articles focus on several topics:
Income Portfolio Strategy
Canadian Banks and Telecoms
Best regards and good luck!
-- Bob J
Value Digger holds MSc. in Electrical Engineering, speaks four languages and has lived in the U.S. for many years. He is a full-time, deep value investor and a well-known freelance writer who has been consistently ranked in the TOP-100 on TipRanks out of over 6,000 financial bloggers and analysts since 2012.
Specifically, he is a Seeking Alpha Author with one of the highest Followers per Article (F/A) rates. His F/A rate in Seeking Alpha exceeds 30 followers per article. Also, he is the Publisher and Editor of "The Alpha Discoverer", an insightful investment newsletter on The Maven (MVEN). Additionally, he is an Author for Stockhouse.com, Canada's #1 financial portal and one of North America's largest small cap investor communities with over 1 million unique visitors a month.
In 2014, Value Digger created a big community of deep value investors on his own website www.nathansbulletin.com. In 2015, Value Digger launched "Value Investor's Stock Club" on Seeking Alpha, a top-ranked deep value research service which includes an unparalleled, actively-managed and high-return Portfolio of unknown/underfollowed stocks. In 2017, Value Digger launched "The Alpha Discoverer", an insightful investment newsletter on TheMaven (MVEN) platform.
The Quarterly Performance Reviews PROVE his high returns and are available to his subscribers on Seeking Alpha and TheMaven. For reference, when Value Digger was managing money in the early 2000s, his Portfolio's annual ROI consistently exceeded 70%. His Premium Research is based on a comprehensive review of company-specific factors, macro conditions, competitors and the industry trends. Value Digger uses his analytical skills, goes against the grain and repeatedly discovers disconnects in a variety of sectors.
When it comes to his publicly-available picks and his free articles, Value Digger has a success rate of ~70%, an average return per recommendation of ~20% and a 5-star rating (TipRanks.com), which is the highest category quality ranking used to evaluate financial experts. TipRanks.com is a comprehensive investing tool that allows private investors and day traders to see the measured performance of anyone who publicly provides financial advice. TipRanks.com collects data, evaluates and ranks over 6,000 financial experts worldwide.
After 30 years of investing experience in the international markets (U.S., Canada, Australia, Europe), Value Digger has formulated a deep understanding of valuation analysis and his investment philosophy is firmly grounded in Ben Graham-style value-oriented opportunities that often have an assymetric risk/reward profile. On that front, he has created a unique proprietary database with thousands of publicly-traded companies per sector, which helps him spot the bargains and the bubbles before many investors find them.
Semi-retired consultant residing in beautiful northeast Georgia. Over 40 years of responsible experience in planning, finances and investment management. Primary focus is on portfolio development for retired (or nearly retired) individuals who do not possess great wealth. The Protected Principal Retirement portfolio seeks medium-high yield vehicles, including dividend stocks, REITs, energy MLP's, and Closed-End funds.
Doug Carey is the owner and founder of WealthTrace. He has over 21 years of experience in the financial markets. He has a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. He also holds the Chartered Financial Analyst (CFA) designation.
Mr. Carey began managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401K funds, mutual funds, large companies, and endowment funds. He has also been managing money for families for over 13 years.
Before starting WealthTrace, Mr. Carey helped build a financial software company where he designed and created software to help portfolio managers and investment professionals analyze and manage portfolios and securities. Mr. Carey also offers one-on-one financial planning and investment management services through our Registered Investment Advisor (RIA) firm. We are fee-only and do not work on any commissions so our goals are aligned with yours. Because we do everything online we can charge much less than standard advisors for our services.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
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.
As Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director at Morgan Stanley and Credit Suisse. He is involved in leadership roles at a number of civically-minded organizations, including Cedars-Sinai Medical Center and Strategic Partners Among Nations.
On October 31st, 2014, I retired. Turned in the keys to the company car, gave them my computer and my account lists and joined the ranks of those who "slipped off into the sunset." I never thought in retirement that I would be this busy. It's fun. Time with the grandkids, time to perfect my cooking skills, and time to travel and check off the things on my bucket list. I should have done this a long time ago.
Shmulik Karpf works as an equity analyst at Leumi Global Markets. Prior to that, he worked as an analyst at the Tel-Aviv Stock Exchange, He is also a certified corporate attorney in Israel. Shmulik constantly attempts to come up with new creative investment ideas that go beyond the standard line of analysis.
Retired engineer from the oil services industry. I began investing in the stock market in a significant way in 1992 and currently manage a portfolio of 15 core dividend growth stocks. I am not and never have been employed in any aspect of the financial industry.