I'm in my 40s. You can describe me as 70% Buffett and 30% Lynch. I like dividend paying stocks, but its not a requirement. Two things i enjoy in investing 1) collecting dividends 2) finding multibaggers. I have no formal financial education. But I am an avid reader/collector of financial/business books. Since 2001, I have been fortunate enough to grow my stock portfolio in the double digits compounded annually, easily outpacing the S and P 500. I am at a point where my portfolio has reached critical mass . I don't need home runs anymore. However, I am always open to multi-bagger ideas.
Long term investments for the most part, with some options trading on positions that I am willing to own over the long-term.
Hold the following Stocks currently:
HealthCare: ABBV, ABT, AKAO, ARRY, CLDX, JNJ, MRNS, NBIX, PETX, PIRS, SRPT, UNH
Semiconductor: AMD, MU, NVDA, QCOM, TXN
Technology: ACN, AMZN, CHGG, DATA, FB, MA, MSFT, RHT, SHOP, SQ, V
Industrials: BA, MMM, UNP, UTX
Financials: BRK.B, JPM
REITs: COR, DLR
Entertainment: ATVI, DIS, EA, NFLX
Consumer Goods: DPS, MO, NKE, PEP, PM, UAA
Retail: HD, ROST, TJX
In addition, also own these ETFs/Mutual Funds for some diversification:
BOTZ, FOCKX, FCNKX, FBIOX, VIIX, VMCPX, XBI
Disclaimer: Please note that this is not an investment advise and always make sure to do your own prior due diligence before buying or selling any equities.
• Undervalued, low-cap stocks with imminent catalysts
• Undervalued, high-growth, low-cap stocks
Next to that: any under-priced stocks with good technical charts.
I often allocate big.
I try to minimize gambling on commodity, economic, and market cycles. I've learned that false prophecies of imminent doom have always been around but rarely come to pass; I believe in Peter Lynch's "big picture" optimism.
That said, I sometimes trade technically when something seems oversold or overbought.
Former sell-side media, consumer and internet research analyst for 15 years.
Why the pseudonym Lord Baltimore? He was a famous native american scout in the late 1800's as well as an intense character in Butch Cassidy and The Sundance Kid who relentlessly tracked the two heroes. (A 1970s heavy metal band was similarly inspired by the film character in selecting its name.) I view investing a lot like tracking. It is a process of putting together clues found along a trail to determine the path of the target, which in this case is attractive investments - long or short.
I'm a young investor with 30+ years until retirement.
My goals are (1) to sleep well at night and (2) to build a dividend-growth machine which generates a predictable stream of long-term passive income.
My strategy is to own shares in best-of-breed global companies, at this point: DIS, SBUX, V, NKE, COST, AAPL, MCD, ABT, ABBV, KO, ED, CL, GIS, T, JNJ, PM, GE, O, KMB, BEN, CVX, SO, KHC, HCN, XOM, PG, MO, WTR, MMM, and PEP.
My objective is to hold for decades, buying additional shares at fair valuations, and to allow the dividends to compound over time.
carefully investing but more often investigating; have had 6 decades of remembered losses in both public markets and private placements. Still a board member of a newsworthy nonprofit; still holding shares in companies seeded long ago but not yet having reached their investor exits. Trying to be thoughtful about investments and enjoying the experience. Becoming less current all the time, likely you can only be finding me a doddering old fuddy duddy for what I post here.
My investment strategy focuses on balanced investing between short and long stocks. I follow a 'buy-and-hold' strategy for companies with strong fundamentals, while I short sell distressed companies with flawed fundamentals.
To contact me, please either send me a PM or email: email@example.com
Looking for the value plays in the market. Offering easy to understand analysis usually on a macro level. Despite the efficiencies of the market, value plays are there every day; you just need to work to find them.
If you are bored, take a look at my blog posts where I go into detail on my investments.
My "early-retirement / emergency fund" portfolio (excludes pension, 401k, roth ira):
John Hancock Tax-Advantaged Dividend Income CEF (HTD) ($387,055.52 principal)
Vanguard Managed Payout Fund (VPGDX) ($25,000 principal)
total principal = $412,064.32
yield on cost = 6.78%
monthly investment income = HTD + VPGDX = $2,250.228 + $77.886 = $2,328.114
yearly investment income = $27,937.368
My early retirement goal is $3,000 per month income i.e. $36,000 per year.