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 37 stocks in my portfolio.
-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha at the end of 2011 and I have been successful with the companies I write about, which is shown by my high TipRanks success rate (Link Below). https://www.tipranks.com/bloggers/brad-kenagy
Our mission is to help investors create reliable investment income regardless of market conditions.
Our method for creating income involves selling option contracts which allow investors to collect instant payments in their brokerage accounts.
When used properly, this method allows investors to generate strong investment returns while taking on less risk than traditional investment strategies of buying and holding shares of stock.
We have spent more than 15 years of experience as a hedge fund manager, using our income strategy to generate reliable returns for high net worth clients. We also have 8 years of experience managing content for a financial publishing group, focusing on income-generating strategies that can be used by individuals in their retirement or taxable brokerage accounts.
Managing risk is a top priority for us, as income simply cannot be generated if investors loose a substantial portion of their account value. Our thorough research ensures that we are investing in high-quality stocks with solid fundamentals, and our tactical strategy of selling option contracts gives us a risk buffer so that we can generate income even if our stock selections do not move in our favor.
I have over 17 years experience in the hedge fund industry working as a Portfolio Manager, Domestic Equity Analyst and Trader. I was the Portfolio Manager of a domestic Hedged Equity product with gross assets that peaked over 1 Billion dollars, and I have over 18 years experience generating both long and short ideas in domestic equities. I am a fundamental, bottoms up, value investor in long investments, and catalyst oriented short investor. I like to employ technical analysis as a balance to my fundamental work, and also as a risk management characteristic to my overall investment philosophy. I am currently investing my own capital in a similar manner I employed while working in the hedge fund industry.
Born 1946, former major US Army Reserve. Westminster College, BA, Business-Economics, 1967, Duquesne U. Law School, 1973, Wharton School, U. of Pa. 1975. Worked as attorney with transportation, public utilities and energy law practice for various employers for 35 years. I had numerous investment ventures in petroleum exploration and production over 30 years. I am a member of the Society of Petroleum Engineers. I've been around the financial services industry over 50 years. My Mom was a broker (registered rep) in the 1950s. I opened my first brokerage account in my own name in 1967 at the former "Harris Upham" firm. Since mid-2007, I am a semi-retired businessman and investor . For a more detailed "bio" see "Who's Who in America" 1997 to present.
Mr. Berger is the creator and developer of the YDP screening tool, a chart system and its analysis for screening and monitoring dividend income equity investments. The recipient of Seeking Alpha's Outstanding Performance Award, he also has been Seeking Alpha's #3 ranked Author for Income Investing Strategy & #4 for Utilities.
20 years of sitting in the board room gives me unique insights into Oil & Gas investments and corporate deal making in general. Additionally, he offers a Premium Research subscription service for boosting income while reducing market risk using covered option writing on a dividend income equity portfolio.
Residing in Brazil gives me a local's inside view on the pulse of its economy, politics, investment climate and breaking news. A view of my front yard is available here.
A former Chief Operating Officer, Director, Vice President and General Manger of Oil and Gas for Southern Pacific's Oil and Gas Operations, Business owner, geologist, and cribbage player, I've been an investor for over 48 years (started young at 13) and learned my lessons the way that makes them stick, by hard knocks and both big and little mistakes. Hopefully I can share some of those lessons with others.
I am an American expatriate that decided to retire at age 57 in 2009 and now live in Brazil. As an early retiree I invest for income and manage portfolio risk by screening for strong and reliable historic data along with favorable fundamental and technical current trends.
I spend 6 months/year living at home in Brazil and 6 months/year traveling the world. I have structured my financial positions so that I live virtually tax free with much of my income exempt from US tax since I live ex patriot and a lot of my US derived income over the annual ex-patriate exemptions is held in my tax free ROTH and tax deferred IRA/SIMPLE plans. This enables my tax savings to pay for my 6 months of annual traveling :) .
My investing is for income and appreciation with a balance of low to moderate short term risk and low long term risk. To accomplish this I use quality dividend payors with a long track record of steady or increasing dividends along with slowly appreciating equity prices. I target a 6 to 9 % yield and almost exclusively require a minimum history of 5 years of steady/increasing dividends and no decreases in dividend ever or at least past 10 years. I diversify through sector, country and currency unit the stocks are traded in, and security type (equity, royalty trust, REIT, mlp, etf, and ADRs).
I use covered call writing to enhance my portfolio yield with no added risk. In fact, it lowers the risk substantially. Once I identify a stock I want to own and an entry price for it, I write cash covered puts at or below that entry price (with a minimum of 1%/month time premium. Thus i obtain at least a 12% annualized yield before compounding just from the option premium.
Likewise, I use the sale of cash covered puts to generate income and and generally get an entry point at 5 to 10% below my acceptable entry level price if/when the put stock does get presented. Thus my strategy provides a 12% pre compound yield on cash and entry into stock purchases at a 5 to 10% discount from "retail".
Because I only select stocks that I am willing to hold long term for their reliable dividend yields of > 6%, I am not concerned much with market volatility or short/midterm risk. Indeed, market volatility is my friend since it increases the premiums paid on the options I sell. I also selectively sell covered calls on positions I hold long so as to add to my yield that way while not taking on any additional risk.
This strategy has kept me happily living off my portfolio income and traveling 1/2 the year while my portfolio has been slowly increasing in value even after my harvesting income for living expenses. Of course my income will incrementally increase when social security kicks in for me in a few more years and I may then slightly mofidy my goals and strategies.
Readers can get an e-mail once a day from Seeking Alpha that lists all newly published articles of ALL the authors they follow in a single e-mail. To get these updates:
- a - Click "Alerts" along the top menu tab (just left of the green PRO tab)
- b - Scroll all the way down, and check the box for "author alerts" (2nd box from the bottom)
- c - Then you'll be notified by Seeking Alpha once per day of new articles by all authors you follow (in a single e-mail)
Paul is a seasoned stock investor with a long background in financial analysis and portfolio management. His first career lasted 25 years with Heller Financial, a Chicago-based international secured lender to middle market companies. He left his position there as Senior Credit Officer of Heller's Current Asset Management Group in 1997. That year he began his second career where he drew upon his analytical skills to create and manage his own portfolios of publicly-traded securities. His success in that career has come in the form of a 100% reliance on his investment returns to fund his lifestyle for over 20 years.
Drawing on his years of experience in this "second career" he has contributed several articles to Seeking Alpha members and frequently offers his comments on the articles of other contributors.
Paul Wagner is also the author of "The Duly Diligent Stock Investor", a well-reviewed book (available here for new investors seeking a basic understanding of fundamental business analysis and investing strategy
Retired Pharmacist. Call me Rose. Nose= Knows 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 83 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 5/21/2017.
Consumer Defensive (14): PM, KO, GIS, MO, KMB, TGT, DEO, PG, CVS, PEP, MDLZ, KHC, BUD, CL -
Consumer Cyclical (7): NKE, MCD, HD, VFC, GPC, SBUX, MAT -
Healthcare (9): JNJ, ABBV, PFE. CAH, AMGN, BDX , MDT, BMY, TEVA -
Energy (8): XOM, RDS/B , OXY, BP. CVX, VLO, AMLP, mystery stock to be named in the future -
Tech (2): CSCO, ADP -
Industrial(6): BA, CMI, MMM, LMT, UNP, GWW -
Financial (6): MA, V, TROW, NRZ (mREIT), MET -Mystery mREIT
BDCs (5): NEWT, GAIN , MRCC, HTGC, TPVG
REAL ESTATE or Real Estate Investment Trusts (REITs) or Equity REITs:
Healthcare (4) : OHI, VTR, CCP, SNR -
Misc (12): WPC, DLR, STAG, WPG, SPG, PSA, STOR, SKT, KIM, APLE, CLDT, CIO-(new and small), -
Telecom (2): VZ and T -
Utility (8): SO, D, XEL, MGEE, WEC, DNP, LNT, CNP -
DNP is a CEF which predominately holds Utilities.
Free pdf Download of the Book by Lowell Miller
"The Single Best Investment"
Retired; (BDC, mREIT) 50/50 Portfolio; dividends at 76% of my gross employment income. I created a High Yield Investment dividend generator that contains a 50% weighting between agency mortgage REITs and BDCs.
**** Retired 2017 ****Retired 2017 ****Retired 2017 ****Retired 2017 ****
My current investment method started January 2014 to concentrate on high yield equities that put more importance on income and less on capital appreciation. Investment purchase is based on each individual stock generating a minimum dividend per year. As long as stocks are generating income to meet or exceed my minimum dividend they will not be added too or removed.
1) Currently surplus dividends are reinvested back into stocks that require their dividends to be increased to meet my minimum yearly dividend. Since retiring in 2017 I have set up withdraws based on 50% of total cash flow income generated increasing at 3% per year.
2) The investment selection is based on this principle; BDCs outperform when markets are going up (positive correlation), and mREITs, outperform when markets are going down (negative correlation).
3) Capital gain does not apply to my investment method since this implies the anticipation of buy and hope for price increase in order to sell at a profit. Income cash flow is the main driver of my investment method in retirement. Portfolio balance will naturally increase since I'll always be in the accumulation phase.
I am a Civil Engineer, who is married with three kids under the age of 5. 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.
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.
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"
Let me show you how to build and grow your portfolio and dividend income, step by step, towards a comfortable and secure retirement.
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.
Dave Fish is the author of the U.S. Dividend Champions spreadsheet (and PDF), which is updated at the end of each month...and lists companies that have increased their dividend payout for at least 25 consecutive years. (Separate tabs list "Contenders" that have increased their payouts for 10-24 years and "Challengers" that have increased their payouts for 5-9 years.) http://dripinvesting.org/Tools/Tools.asp
Retired, self-directed individual investor. Retired at 56 in March 2007 after 30 years with CA Superior Court with a modest lifetime pension and a small IRA now converted to a Roth. Native Californian, raised in the USAF and lived in various countries around the world, now reside in Sacramento, CA.
Discovered Seeking Alpha in late 2011 when I was ready to invest my IRA. I started using a method I dubbed DGI Lite using the Dogs of the CCCs lists for Dividend Growth. I changed over to high-yielders such as REITs and BDCs when I needed more income to move closer to family and buy a new home in 2013. Best move I could have made.
Retirement *is* all it's cracked up to be -- it's the best gig I've ever had!
I was first interested in stocks and investing while in High School. With my first job I saved a significant portion of that and put it into various instruments i.e. Roth IRA and stocks mostly. I started college for Business Administration and continued teaching myself principles of investing and savings and good personal finance. I graduated with an MBA in Financial Planning from California Lutheran University in May of 2011.
I have not worked in any capacity as a financial analyst but have significant experience in stock analysis mainly using fundamental methods but have recently started using technical analysis as well. A significant portion of my free time is spent with this hobby and I have a lot at stake as I have been investing roughly 40% of my salary for the last 16 years. I have a significant nest egg at the moment and hope to be partially retired within 5 years by 2019. I have been building a property rental and investment business and continue to build that and expand that.
What does the future bring for me? I hope to continue building and growing my business as well as publish articles on investing and start a blog in the future as well.
Fredrik Arnold is my pen name. In 2012 I retired from doing quality service analysis in Boston and moved to North Carolina in 2013. My fascination with capital preservation, long-term investments, and trading systems keeps me blogging for Seeking Alpha. My articles focus on dividend yields, analyst mean 1 yr targets, free cash flow yields, and one year total returns as stock trading indicators. These are essential tools for catching the most valuable dividend dogs. My dividend dogcatcher premium site in the Seeking Alpha Marketplace shows real-time trading results.
My investing experience dates back to high school years when I was first introduced to the stock market in economics classes and when I became fascinated by financial accounting. My first investing experience was rather painful: I lost a few thousand dollars on FOREX and penny stocks as I did not have a mentor or anybody knowledgeable about finance by my side. I still remember that time in details. After high school, I went to study economics with an emphasis on accounting at the University of Toronto. Four years later, with a finance degree under my belt, a decent experience gained in a few internships (where I got thanks to my soft skills, not my marks by any degree), I moved to Russia to work in investment banking, which I had decided was my passion a few years prior to that. I now live in Moscow, Russia, working as an Associate in Financial Advisory.
Due to the ongoing economic crisis in Russia, invoked by the sanctions, the country's financial industry has found itself in a pathetic state. Hence, things have gotten slow at work which is why I have a lot of free time to develop my services on Seeking Alpha (I started back in 2013, my final year of school). I am a number-cruncher by nature. Hence, my analyses almost always involve financial modeling and various financial metrics' calculations.
I feel that my job on Seeking Alpha is to identify investment opportunities among the smid-cap (small and medium cap) players in North America and Europe. Occasionally, I analyze a number of companies in a specific market segment in order to get a general idea about what is going on there as a whole. Sometimes, I write fairness opinion articles (I think nobody else on Seeking Alpha does that) on recent M&A transactions. I think that I bring value to my followers and other Seeking Alpha members by building analyses that are conservative in nature and present long-term views on individual companies. In my opinion, hard numbers are of more use to investors than tips, rumors, and guesstimates.
Feel free to contact me here or through my email: firstname.lastname@example.org. You may also check my Linkedin: ru.linkedin.com/in/avaltsev/ and Twitter: twitter.com/av_banker
Five Plus Investor is business owner and an avid follower of the stock market, managing seven different types of portfolios for family and friends. Five Plus Investor invests in multiple types of investments, with the goal of achieving relatively high dividend yield that has a reasonable margin of safety. She enjoys contributing to Seeking Alpha as she has time, with her core audience being new investors and retirees.
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 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/)
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.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
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. I give absolutely no advise, and only offer suggestions on how I could manage a portfolio.
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
Bob is retired from a career in law enforcement including more than 20 years as an instructor of Investigative Interviewing. He is a Dividend Growth investor using dividend yield from low beta stocks for income and preservation of capital. Bob has self managed his portfolio since early in 2011. He hopes to encourage discussion among those already in retirement and receiving income from their portfolios.
My curent portfolio is available here:
I believe that everyone needs a portfolio business plan.
Here's a copy of ours:: http://seekingalpha.com/article/2426965-our-retirement-portfolio-business-plan-legacy-edition-part-two
A list of Dividend Growth Safety Superstars for the past decade is available here: http://seekingalpha.com/article/2255863-a-review-of-the-dividend-safety-superstars
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.
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Senior Analyst at iREIT Forbes and Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter. He is on the Advisory Board of NY Residential REIT and he is a shareholder and publisher on TheMaven (MVEN).
Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, and 2016 (based on page views).
Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (available on Amazon).
Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College.
First, the good stuff. Here's my portfolio ...
Consumer Discretionary (5): HD, MCD, NKE, SBUX, TGT
Consumer Staples (10): CVS, GIS, HRL, KHC, KO, MO, PEP, PG, PM, WBA
Energy (3): CVX, KMI, XOM
Financial (1): MAIN
Health (5): ABBV, AMGN, GILD, JNJ, MCK
Industrial (3): BA, LMT, MMM
REITs (5): HCN, NNN, O, OHI, VTR
Technology (3): AAPL, MSFT, QCOM
Telecom (3): BCE, T, TU
Utilities (5): AVA, D, SCG, SO, WEC
ALSO: small stakes in 26 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, NEE, QCP, SHPG, SJM, UTX, V, VZ, WFC, WMT. (Also small stakes in COST, VIG, VOO and VDIGX bought the same day as the DG50.)
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 mid-2016, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha and other Web sites, I coach middle-school girls basketball at Metrolina Regional Scholars Academy, the top charter school in North Carolina; we have won two consecutive conference championships won the first conference championships - the first two in school history! I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 6-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.