I retired in 2010, at age 64, following 40+ years in accounting and corporate finance. My most recent positions were as CFO of a number of middle-market companies in the fashion and home furnishings businesses. My principal objective is to maintain a portfolio of income producing common stocks, preferred stocks, MLP's, and bonds that will support my life style and provide an adequate hedge against inflation. I spent most of my life in the northeast, in the New York and Philadelphia metro areas, and currently live in Florida. My real name is Sheldon; cpa28761 is my New York State license number.
I've been using a DGI strategy since the beginning of 2011. I'm an avid reader of articles or comments by David Fish, David Van Knapp, Chuch Carnivale, Dave Crosetti, Richjoy, Robert Samualson, 5 Plus, Norman Tweed, and a few others. I've learned so much from these kind and generous people it's completely unbelievable. I use David Fish's CCC list as a starting point. I add to that list several other companies (OK....2). I'm not trying to beat the market. Instead, I'm trying to obtain an annualized CAGR of 9% a year using dividends and whatever capital gains happen. I have utilized this strategy for almost 5 years, with a CAGR of 13.3% to show so far. I don't expect it to stay that high but am quite pleased so far. I'm one of those rare people to still have a defined benefit pension. I recently retired and am optimistic my pension will continue to be secure.
I am a busy surgeon with a particular interest in personal finance and investing. My father, a retired financial advisor, taught me discipline and the power of dividends and compound interest. I do not feel it is necessary to employ expensive, self-motivated brokers or managers to invest one's money.
Building a portfolio of dividend-paying high-quality stocks to create a reliable and growing income stream starting in 2014.
For anyone starting out new on this path, I suggest reading everything written by following folks: Chowder, David Crosetti, Dividend Dynasty, Mike Nadel, David van Knapp, Robert Schwartz, Six, RichJoy, Bob Wells, and David Fish (CCC list).
Also read Single Best Investment by Lowell Miller (free pdf available using Google search), The Most Important Thing Illuminated by Howard Marks, get access to MorningStar Dividend Newsletter and ValueLine reports (both usually free at your local library).
An independent investor. I retired in 2015 and I'm looking forward to what lies ahead. After 34 years of working for a global Dividend Aristocrat and traveling internationally for the last 15 years, I now have the time to do the things I want to do on my schedule. From an investment standpoint I have been navigating the maze of stocks, bonds, REITs, ETFs, and mutual funds for over 35 years and during that time I have learned a lot. Generally, it's been a good ride, and hopefully I have learned from my mistakes. I am currently focused on transitioning my existing stock portfolio to build out a DGI portfolio which will provide additional income in retirement. Current stock positions include: T, JNJ, GILD, MMM, BAC, USB, CMI, O, MBLY, PG, HD, XOM, AZO, BX, UNH, V, SWN, MO, GE, CSCO and FAST.
Seeking a portfolio balance of value and growth stocks.
Health Care: BDX, BSX, SYK, ABBV, JNJ
Consumer Staples: MO, PM, MCD
Consumer Disc: DPZ, STZ
Industrial: RTN, GLW, LMT, BA
Fintech: V, MA
Technology: FB, AMZN, GOOG, ADBE, AVGO, FNSR, SLAB, MSFT, ANET, AAOI
Holding Companies: BRK.B,
Retired, post-college degree, varied life including professional writing, professional editing, teaching. No financial background, seeking to learn from others. Seeking best sources of information, learning more about fundamental and technical analysis, as well as portfolio construction. Would love to have some folks I could ask about advanced Google Sheets/Excel spreadsheet construction, automagic updating of these from web sources like Yahoo Finance, etc. Making this my new career. Have listed trading as "infrequently," but that may change.
Self-taught investor who's passionate about building wealth by investing in companies with strong fundamentals who pay exceptional dividends. I'm also an options trader. My primary blog is Investment Hunting, which can be found at https://www.investmenthunting.com and my other blog is Options Hunting http://www.optionshunting.com
A mid -life investor , investing in stocks since October 2014, in Taxable, and 401ks. DGI remains the core, with ever larger forays into Income Growth/High Yield Rental Real Estate, Smaller Local Bank plays CURRENT HOLDINGS: Banks : Canadian: BNS BMO CM TD RY Australian : ANZBY NABZY WBK HSBC Insurance : AEG AFL BCRH TRV Money Managers: BEN ROW Alternatives: BX Reits: Healthcare: HCP OHI VTR SBRA MPW SNH Triple Nets: O WPC LXP CORR SRC Industrial: STAG DLR Apartments: IRT WSR GOV Canadian REITs : Integrated: Artis Retrocom Northern Property BTB Office- Dream-Office, Dream Global Cominar Industrial- Dream industrial Hospitality: American Hotel income Properties Temple Hotels Healthcare: Northwest , Medical Facilities ( DR.UN) Real Estate Services: BRE Utilities : SO NGG PPL D BUI DPG UTF mREITs : MORL, REM, EFC, AI NRZ Commerical mREITs: STWD BXMT BDC: HTGC BDCL Healthcare: AZN ABBV AMGN BAX BXLT CELG GILD GSK JNJ Integrated Oil: BP CVX OXY RDS-B STO TOT XOM MLPs: MLPL AMZA KMI OKE WMB SE Upstream : VNR LNCO MEMP COP Midstream: EPD ETP OKS Downstream: NTI CVRR CLMT Misc. MLPs : ARLP CCLP HCLP UAN Oil filed Services : HP NOV ESV SDRL NADL Canadian Oils: PGH CPG SU HSE Canadian Midstreams: ENB IPL PBA VET Agriculture: AGGZM CEFs : CEFL DVHL Equity: JGV AOD Option/ROC CEFs: BXMX DIAX QQQX ETY Floating Rate: EFF PFN Real Estate : IGR PGZ AWP Fixed Income : PCI Utilities/Infrastructure BUI UTF DPG IFN Preferreds: JPS JPC DFP Microcaps: RVT Healthcare: THQ GRX Option/ROC CEFs : JGV, DIAX, BXMX, QQQX, ETY TAL, TGH Technology: AAPL MSFT QCOM HTGC INTC STK Transports: CHRW GBX Rails: CNI NSC UNP Shipping /LNG: DLNG CPLP GMLP SFL NMM KNOP Containers: TAL TGH SSW Retail: TJX WFM WMT COST Infrastructure: BIP BEP INF Industrials: CAT CMI DOV EMR GE MMM BA LMT Commodities: BBL SOUHY POT Consumer/Discretionary : PM KO PEP PG UL GIS HSY NSRGY KHZ DIS NKE MCD YUM MAT HAS LVS DEO Telecoms: T VZ BCE Small caps : STB TIS JMP FXL.AX ETFs: SDIV DWX Muni CEFs: BTA VKQ VGM NQM NIO MHI Misc: AGNC-B
My stock portfolio is most about trying to capture tiny slices of ownership in the dominant publically traded companies in the world (in most sectors and industries) and not overpaying for that little piece of future earnings. I want to pay at most fair-valuation (although sometimes I try for bargain prices) as long the company appears solid and I think the company will be around 10 years and more. That is what I found produce the best total returns. I am mostly focussed on mature companies that pay dividends, but I do make exceptions, for leading companies in some industries - even if their dividend yield is low. I appreciate diversification and risk-management by not putting too much cash into each stock.
My portfolio has a spreadsheet on http://tiny.cc/tarkin