I am a freelance author and model developer. I currently work as a consultant for a couple of select firms designing ETF asset allocation models and small-cap systems.
If your firm is looking for a research consultant on a casual or part-time basis - please reach out to me. I have some very high performing small-cap models that may interest you. I also design custom models to fit any of your needs upon request.
Contact me directly at firstname.lastname@example.org
Individual investor. Strong preference for index funds. Researching a few stocks with great long-term potential for growth in earnings, cashflow, or assets. Mostly long, with rare short/option trades.
See more articles at https://compoundingcash.wordpress.com/.
My name is Mike McNeil and I’m the author of The Dividend Guy Blog & The Dividend Monk along with the owner and portfolio manager here at Dividend Stocks Rock (DSR). I also have a service on Seeking Alpha's Marketplace called Dividend Growth Rocks, aimed at investors who are interested in both income and capital growth from dividend stocks. I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children. I started my online venture to educate people about investing and to be able to spend more time with my family.
I started my career in the financial industry back in 2003. I earned several promotions along with a good pile of diplomas. I had lots of fun working with clients in private banking for half a decade, but thought I could do more with my life.
In 2016, I decided to take a leap of faith and left everything behind to travel across North America and Central America with my family. We drove through nine countries and stayed three months in Costa Rica before returning home. This was an eye-opening adventure that led me in 2017 to quit my job in the financial industry and pursue my dream; helping others with their personal finance through my investing websites.
You just found the reason why I quit my suit & tie job!
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 28 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management. He favors tactical asset allocation strategies over "set-it-and-forget-it" investing.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha, The Street and TalkMarkets. Gary’s participation on local and national radio has spanned more than two decades, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 21-year old daughter, Wei Gordon.
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a former Certified Public Accountant ("CPA") from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at email@example.com .
I began investing in the 90s, when I purchased a few shares of Apple. The shares took off without me--I sold a few months later for what I thought was a shrewd profit--but I was hooked, and I have been researching companies and investing in stocks ever since. I am an avid believer in combining technical analysis and fundamental research, and I have been studying chart reading and researching companies for over twenty years. My technical analysis hero is Thomas Bulkowski, and I find inspiration and guidance in the books of William O'Neil. I grew up in Montana and currently live in Washington State. My goal is financial independence, so that I may devote more time to the cherished things in my life: family, skiing, auto restoration, and investing.
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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.
Retired Pharmacist. Call me RoseKnows 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 92 stock portfolio is listed here by sector, largest holding by value is listed first. Updated 5/12/2018.
Consumer Defensive (16): PM, KMB, KO, GIS, MO, DEO, PG, SJM, TGT, HSY, PEP, MDLZ, CVS, BUD, CL, KHC. -
Consumer Cyclical (4): HD, MCD, GPC, NKE,
Healthcare (8): JNJ, ABBV, PFE, CAH, AMGN, BDX , MDT, - a bit of CELG- the only non-dividend payer.
Energy (9): XOM, OXY, RDS/B , VLO, AMZA, CVX, NGL-b, TGP-b, AMLP
Tech (4): CSCO, INTC, ADP, IBM, --
Industrial (6): BA, LMT, CMI, MMM, UNP, CVA.
Financial (13): MA, V, NRZ , AJX, CHMI, RA, OXLC, SLD, BXMT, CIMpB. PMTpB, MET, ABR.
also financial BDCs (5): NEWT, MRCC, TPVG, GAIN, ARCC
REAL ESTATE or Real Estate Investment Trusts (REITs) = Equity REITs:
Healthcare (4) : OHI, VTR, SBRA -- MPW -
Misc (10): WPC, SPG, DLR, STAG, SKT, KIM, CORR, IRM, EPR, UNIT- a nibble
(1) Reit Preferred : WPG-H. -
Telecom (3): VZ and T - BCE (Canadian).
Utility (9): D, SO, XEL, MGEE, WEC, DNP, LNT, a nibble of SCG hoping to get more shares of D from it. some DCUD which is limited and will also give me shares of D.
DNP is a CEF which predominately holds Utilities.
I belong to the paid subscriber service of The Fortune Teller and Trapping Value- called " The Wheel of Fortune"
Get a Free pdf Download of the Book by Lowell Miller
"The Single Best Investment"
Retired Project Manager - 39 years with a national utility. Married 39 years and have 3 wonderful kids and 3 really grand grand-kids. USAF Veteran. Investing primarily in solid dividend paying companies with focus to generate income, capital appreciation is of secondary concern but still important.
As an SA Contributor I write about dividend investing general principles and strategies. I'll also write about concepts that apply across the investment spectrum but my focus is generally directed to dividend paying companies.
I tend to be conservative in investing approach. I invest and trade so as to increase my "discretionary" income. I live off my retirement pension and want to increase my account to provide additional income in future years. I'm 64 but haven't made a determination as to when I'll start using the additional income, preferring to remain flexible.
As a side note the profile picture is not me, it's my great grand-dad who was born in 1833, fought in the Civil War, fathered 11 children (the last one born when he was 67), worked hard as a farmer to take care of them, and died in 1910. I use it as inspiration to remind myself not to get lazy. I am fortunate to have been raised by great parents who set a great example for work ethic and taught me that we can accomplish much if we're willing to apply ourselves. That's why I invest my own money rather than depending on someone else.
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.
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Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Data Center Knowledge - I cover business and investing news in a weekly column: DCK Investor Edge. Sr Contributor writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
In Q4 2015, it became clear to me that public cloud "friend or foe," was going to be a positive catalyst for Data Center REITs. The global public cloud giants follow a bifurcated strategy of owning and leasing space. Another paradigm shift involved Amazon Landlords, industrial REITs which own fulfillment, warehouse/distribution, and smaller "last mile" urban infill properties, and the DC REITs which support exponential growth of the AWS public cloud (as well as MSFT Azure, Google Cloud Platform, IBM Cloud, Oracle Cloud, Salesforce, and others).
Many SA readers have followed my work over the past few years to profit from my expertise, research and analysis. The majority of my insights and analysis are now published on REITs 4 Alpha, an SA Marketplace service where members get real-time access on Live Chat each day the market is open.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
Former executive for three Best-in-Class REITs, two public, one private. Executed private-to-public conversions of two REITs to IPO. Georgetown University graduate school professor - 5th year teaching a class dedicated to REITs. Industry veteran, NAREIT participant and generally considered national REIT expert.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
Retired, late 50's
Hold CFP designation. Passed CFP exam Nov 2000
Author of "IRA: A Quck Reference Guide". Available on Amazon as an e-book.
Author of "Retirement Investing for INCOME ONLY: How to invest for relaible income in Retirement ONLY from Dividends"
Accounting degree from SUNY , Vietnam Vet and retired Army (Infantry) Major (Active Duty and USAR) . Retired Dept of Defense Supervisory Auditor and now full time (pending spouse approval on a recurring basis) Trader.
However I am mainly a DGI investor, but into total return w/ minimal dividends in my taxable portfolio and trading account.
I am no market wizard, as the Market has been a humbling mistress. However despite missteps I have been able, over 4 decades, to build a 7 digit portfolio.
Stocks, Real Estate, and gas leases (these 2 were stumbled upon just as I am a bumbling handy man and an avid outdoorsman) have blessed me beyond my humble expectations. Over the past few years I have enjoyed the wisdom of Chowder, Dave C., Rose, George A., DVK, Chuck C. and countless others who I look on as inspirational ,filled with common sense.
First, the good stuff. Here's my 46-stock portfolio ...
+++Consumer Discretionary (4): HD, MCD, NKE, SBUX
+++Consumer Staples (12): COST, CVS, GIS, HRL, KHC, KO, MDLZ, MO, PEP, PG, PM, WBA
+++Energy (3): CVX, KMI, XOM
+++Financial (1): MAIN
+++Health (4): ABBV, AMGN, GILD, JNJ
+++Industrial (4): BA, HON, LMT, MMM
+++REITs (5): HCN, NNN, O, OHI, VTR
+++Technology (5): AAPL, MA, MSFT, QCOM, V
+++Telecom (3): BCE, T, TU
+++Utilities (5): D, NEE, SO, SRE, WEC
+++ALSO: small stakes in 25 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, QCP, SHPG, SJM, TGT, UTX, VZ, WFC, WMT. (Also small stakes in VIG, VOO and VDIGX bought the same day as the DG50.)
I also just started writing DGI articles for Daily Trade Alert. Here is a link to my page at that site: http://dailytradealert.com/author/mike-nadel/
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 early-2018, we are well ahead of pace to reach our goal.
When not researching investments and writing for Seeking Alpha, DTA and other Web sites, I am the assistant women's basketball coach at Charlotte's Ardrey Kell High School, one of the best schools (and basketball programs) in the state. I just wrapped up a 4-year stint as the middle school head coach at Metrolina Regional Scholars Academy, where we won conference titles my last two seasons as part of our 34-4 record. I also umpire youth baseball and referee youth basketball.
My wife and I dote on our 7-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.
I began my investment career as a portfolio manager in 1972 with Western Bancorporation in Los Angeles (name changed to First Interstate Bancorp, now part of Wells Fargo). After nine years in banking, I became Vice-President Institutional Bond Sales as Merrill Lynch in San Francisco, with the major West Coast banks as clients,. later at L.F. Rothschild. I then returned to the 'buy' side in 1987 - not long before the crash as an institutional cash management portfolio manager with BAIMCO. In 1990, I joined Wentworth, Hauser, and Violich as cash manager and later as bond manager and co-head of Fixed Income, leaving in 2004 to start my own firm, TBD Capital LLC, which I operated for 10 years, as a registered investment advisor. In 2014, I terminated my RIA registration to focus on consulting and creating a new blog on wine, traderbillonwine.com, published bi-monthly, which will hopefully lead to a book. For the past ten years, over 1,600 posts, I have published my blog daily at traderbill.com, which is dormant at this time. I am currently writing a book, Wine and Passion and have a wine blog: www.traderbillonwine.com
Retired electrical engineer. Now a writer, investor, and consultant. I have written financial articles for SA, Motley Fool, Benzinga, Investor Place. Now I write for fun on my personal blog "The Mathematical Investor": https://mathman6577.wordpress.com. You can follow me on Twitter at @mathman6577. If you're an "early retiree" like me check out the Facebook page https://www.facebook.com/earlyretirees/.
My portfolio consists of the following:
(A) 401k: Large and mid/small cap index funds (US and International), UTX, stable value (fixed income) fund
(B) Taxable brokerage account: KO , AAPL, PG, JNJ, T, CVX, MMP, AFL, CVS, NWE, WMT, FTBFX, TROW , EMR, PINCX, RTN, WEC
(C) IRA: NHI, ES, MCD, CB
I use the "Bucket Approach" for asset allocation:
Bucket A: Emergency fund + planned expenses within the next 2 years = cash account
Bucket B: Next eight years of expenses = fixed income accounts (used to replenish Bucket A when empty)
Bucket C: Expenses ten to thirty years down the road = dividend stocks + index funds (used to replenish Bucket B when empty.
In search of a better constructed, more efficient, easily replicable portfolio that is properly risk-balanced for growth with lower downside risk. Also scanning the market for high-quality assets at a discounted price.
Investment horizon is always medium- to long-term (12 months or more), and will often act as a contrarian to short-term consensus in order to identify the best longer-term investment opportunities. Tend to focus on technology and energy services sectors.
Founder Daniel Martins is a former equity researcher at FBR Capital Markets in New York City; finance analyst at hedge fund Bridgewater Associates; and associate auditor at General Electric.
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 40 stocks in my portfolio.
Jussi Askola is a former private equity real estate investor with experience working in Europe and the USA. Recently, Jussi worked for a private equity firm in Dallas, Texas and earlier performed property acquisition in Germany. Jussi is also the lead REIT analyst at High Dividend Opportunities (HDO), the #1 ranked dividend research service on Seeking Alpha featuring Jussi's best investment ideas.
In addition to being a CFA Level III candidate, Jussi holds a B.Sc. in Real Estate Finance from University Nürtingen-Geislingen (Germany) and a B.Sc. Construction and Property Management from University of South Wales (UK).
For business proposals, email me at: firstname.lastname@example.org
DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
@DavidAltonClark - Top Financial Expert per http://Tipranks.com
In addition to investing in and writing about stocks for the better part of the past decade, I'm currently a licensed Texas REALTOR® with 20 years in the business. I was formerly a FINRA registered securities representative in the oil and gas industry, worked in the banking industry, and as an auditor and consultant for a major accounting firm. I received my Bachelor's degree in Accounting (With Honors) from the University of Texas - San Antonio.
I've managed my portfolio for the past 25 years, including successfully navigating the 2000 and 2008 bubbles, so I understand the full cycle the market can take. My professional background has provided me with an intimate knowledge of corporate financial statements and how the companies actually made money.
I have been ranked #1 out of over 8500 financial bloggers and professional analysts tracked by TipRanks for a majority of the past three years. I am currently the most highly followed Financial Expert on TipRanks with over 6,300 followers. I have consistently been correct 75% of the time with my picks returning approximately 27.3% on an annual basis since 2011. I was thrilled to be featured in an article in BARRON'S for my stock picking performance in 2016.
Click this Globe and Mail and Barron's link for articles regarding my performance and background.
Dale Roberts is an Investment Funds Advisor with Tangerine Investment Funds Limited, a subsidiary of Tangerine Bank wholly owned by Scotiabank. My articles are for information purposes only and do not constitute investment advice or an offer or the solicitation of an offer to buy or sell any securities. These articles are my personal opinion and are not those of Tangerine Bank or its subsidiaries. Remember past performance is not guaranteed and may not be repeated. Investment strategies are not suitable for everyone and you should always conduct your own research or speak to a financial advisor.
Thirty-four year old individual investor building my portfolio towards the goal of retiring with a steady stream of income. Dedicated to dividend growth investing. Looking for opportunities to learn from others and share my investing endeavors with the SA community.
With more than $3 trillion in assets under management and offices around the globe, Vanguard is among the world’s largest investment management firms. In serving the needs of financial advisors, individual investors, and institutions, we are guided by one constant: to put clients first.