Took over my own portfolio in April of 2012 after being consistently disappointed with brokers and financial advisors with their associated fees that eat into disappointing returns. Here to get investing tips and learn as much as possible. Would like to start building a dividend producing portfolio with some capital appreciation also as I work towards retirement.
Wholesale distributor to state and National Parks.
Involved for decades in the precious metals trading sector. Still enjoy the consideration and thought processes to keep me sharp...I thrive on learning and consider SA to be a superb resource for quality information. The differing perspectives and methodologies are intriguing and on occasion provide an insight I haven't previously utilized.
Best wishes to all,
George Spritzer, CFA is a registered investment advisor at Southland Investments and specializes in managing closed-end funds for individuals.
George uses the following investment strategies:1) Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. 2) Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
"Why not go out on a limb? That's where the fruit is."
I tend to invest in high-yield, high-risk and tend to purchase sectors that are beaten down, but I believe my purchases are long term holdings.
Working as a tax guy in Orange County, CA. MBA and CPA.
"Why be concerned with gossip? Because it is much easier, as well as far more enjoyable, to identify and label the mistakes of others than to recognize our own." D. Kahneman
I've spent most of my life in the mountains and rivers of the Americas...now alternating between SE Asia and N. America. I like to invest big during crisis, rely primarily on dividends for income,sometimes take cap. gains when prices get high and divs/dists. go down in %. Use cash secured puts and covered calls to augment income and cash, as I tend to hold a lot. See my comments for insight about me.
I began redeploying assets from mutual funds and cash into Dividend Growth stocks in Fall 2013. Current positions: Consumer Staples: KO,PM,PG,PEP,UL,GIS,CLX,DEO,MO Energy: CVX,XOM,ESV Telecomm: T,VZ, Consumer Discretionary: MCD,TGT,ROST Healthcare: JNJ,GSK,GILD,ABBV,AMGN Industrials: LMT,GE,DE,TGH,EMR,CMI,ETN,BA,UPS Tech: AAPL,CSCO,IBM,QCOM Real Estate: O,OHI,HCN,VTR Utilities: SO,AVA,DUK,WEC,D,NGG T Materials: BBL Financials: WFC
Psychologist in practice for 35 years and looking for a way to build my retirement income (not retired yet). Distributor of an MLM product, Asea, that replenishes our bodies redox signaling molecules. These are native to the body but decrease over time and with illness. They are fundamental to cell communication and the body's optimal functioning.
Love to play outside, garden, 'piddle' around, and am learning to hate Northeast taxes and winters.
Two great adult kids (plus a great son-in-law) and a wife who drives me crazy and keeps me sane ;)
Retired @ 57, 2011
Part time investor.
US citizen, live in the Pacific NW,
Building a portfolio primarily with dividend growth stocks and CEF's
Long only: KO, MSFT, JNJ, PG, ED, CINF, LMT, ITW, NWN, GD, RTN, PEP, AFL,T, EMR, IBM, XOM, RDS/B, GE, GSK, BP, ARCC, FFC, PDT, ETO, FLC, PFO, HPF, PCI, PDI, PFL, PCN, PTY, PKO, CEN, GLQ, AMLP, GDX and others.
Darren is the head jester at the Cash Flow Kingdom, the investment community where Cash Flow is King. He also owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services directly to corporations. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.