Archman Investor
Archman Investor
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ABOUT
The Complete Dividend Plan
www.Compdivplan.com
I am the Managing Member / Wealth Strategist @ Templar Group L.L.C. Long Island, New York. Here we do not manage money nor do we gather assets. We investigate and unearth investing opportunities that are outside the mainstream Wall Street universe of stock coverage.
We feel investors are done a complete dis-service by the majority of money managers, for they all focus on the same 100 large and mega cap stocks that are already over owned by the majority of Americans.
The Complete Dividend Plan Investment strategy is as follows: "Monthly & Quarterly Dividends are the foundation of a cash flow program that creates consistent, ...More sustainable long term wealth." Our goal is to create over time: An income stream that an investor can live on during retirement with out ever having to draw down the principal investment.
How is that accomplished?:
Dividend Yield + Dividend Growth + Dividend Reinvestment + Capital Appreciation.
Annual portfolio target returns: 12%-15%.
Typical holdings:
25% Large cap core holdings. (Global Multinationals- 25% max. allocation regardless of age)
10% Preferred Securities
10% High Yield Securities
55% Small & Mid Capitalization Securities
All holdings must pay a dividend.
Average Annual Portfolio Yield Target: 7 1/2%.
At Templar Group L.L.C. we firmly believe in telling investors what they "need" to hear about investing, employment and the economy, not what Wall Street and the financial media "want" investors to hear.
A personal note:
My family and I are active charitable donors to the Children's Hospital of Philadelphia, St. Judes Children's Hospital and Ronald McDonald House. These institutions provide valuable services to children in need. I know this from personal experience. If you are able, please donate a little something every month to each of these places. Thank you.
www.Compdivplan.com
I am the Managing Member / Wealth Strategist @ Templar Group L.L.C. Long Island, New York. Here we do not manage money nor do we gather assets. We investigate and unearth investing opportunities that are outside the mainstream Wall Street universe of stock coverage.
We feel investors are done a complete dis-service by the majority of money managers, for they all focus on the same 100 large and mega cap stocks that are already over owned by the majority of Americans.
The Complete Dividend Plan Investment strategy is as follows: "Monthly & Quarterly Dividends are the foundation of a cash flow program that creates consistent, ...More sustainable long term wealth." Our goal is to create over time: An income stream that an investor can live on during retirement with out ever having to draw down the principal investment.
How is that accomplished?:
Dividend Yield + Dividend Growth + Dividend Reinvestment + Capital Appreciation.
Annual portfolio target returns: 12%-15%.
Typical holdings:
25% Large cap core holdings. (Global Multinationals- 25% max. allocation regardless of age)
10% Preferred Securities
10% High Yield Securities
55% Small & Mid Capitalization Securities
All holdings must pay a dividend.
Average Annual Portfolio Yield Target: 7 1/2%.
At Templar Group L.L.C. we firmly believe in telling investors what they "need" to hear about investing, employment and the economy, not what Wall Street and the financial media "want" investors to hear.
A personal note:
My family and I are active charitable donors to the Children's Hospital of Philadelphia, St. Judes Children's Hospital and Ronald McDonald House. These institutions provide valuable services to children in need. I know this from personal experience. If you are able, please donate a little something every month to each of these places. Thank you.
SNAPSHOT
- Description: Full time investor. Trading frequency: Monthly
- Interests: Bonds, Dividend stock ideas & income, ETFs, Forex, REITs, Stocks - long, Stocks - short
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