CFA
Contributor's Links: Sizemore Insights

Charles Lewis Sizemore, CFA has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.

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ALL CONTRIBUTIONS

Dividend Growth Portfolio 2017 Year-End Letter To Investors
No style of investing works best in every single year, but over time value investing with a focus on dividends has proven to be a winning strategy.
Read
How To Plan For Retirement In 2018
Now is the time to figure out your budget for the year. The IRS raised the contribution limit on 401(k), 403(b) and 457 plans to $18,500, or $24,500 for employees 50 or older.
Read
What To Expect In 2018
Charles discusses tax reform, the Fed and what else we should expect in 2018.
Watch
Dividend Growth Portfolio November 2017 Letter To Investors
My strategy is a patient one: I buy stocks I consider undervalued and collect a growing stream of dividends while I wait for the market to recognize the value. If I’m slightly early in a trade, that’s perfectly ok.
Read
All About Bitcoin
The cryptocurrency has gone parabolic, which raises the question: How high can it go?
Listen
October 2017 Letter To Investors
October was a reminder for us of why it’s important to diversify but November marks the beginning of the seasonally most-favorable time of the year.
Read

STOCKS I FOLLOW

AAPL Apple Inc.
ABEV AmBev
AMZN Amazon.com Inc.
ARCP American Realty Capital Properties, Inc.
AXP American Express Company
BBRY BlackBerry Ltd
BRAQ Global X Funds
CHIQ GLOBAL X CHINA CONSUMER ETF
CHL China Mobile Limited
COH Coach Inc.
DEO Diageo plc
DFS Discover Financial Services
DGS WisdomTree Emerging Markets Small Cap Dividend Fund
DIS The Walt Disney Company
DLN WisdomTree LargeCap Dividend Fund
DTD WisdomTree Total Dividend Fund
DVY iShares Dow Jones Select Dividend Index Fund
EBAY eBay Inc.
ECON EGSHARES EMERGING MARKETS CO
EWZ iShares MSCI Brazil Index Fund
FB Facebook Inc
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GM General Motors Company
GRPN Groupon Inc.
HCN Health Care REIT Inc.
HON Honeywell International Inc.
IBLN Direxion iBillionaire Index ETF
INTC Intel Corporation
JNJ Johnson & Johnson
KMB Kimberly-Clark Corporation
KMI Kinder Morgan Inc.
KORS Michael Kors Holdings Limited
LNKD LinkedIn Corporation
LO Lorillard Inc.
LTC LTC Properties Inc.
MSFT Microsoft Corporation
MTNOY MTN GROUP LTD SP ADR
NFLX Netflix Inc.
NLY Annaly Capital Management Inc.
O Realty Income Corporation
ORCL Oracle Corporation
PEY PowerShares High Yield Equity Dividend Achievers Portfolio
PFM PowerShares Exchange-Traded Funds Trust
PM Philip Morris International Inc.
PSEC Prospect Capital Corporation
RAI Reynolds American Inc.
RSHC RadioShack Corporation
RSX MARKET VECTORS RUS ETF
SBMRY SABMILLER PLC SP ADR
SDY SPDR S&P DIVIDEND IDX FD
SNE Sony Corporation
STZ Constellation Brands Inc.
TGT Target Corporation
TKC Turkcell Iletisim Hizmetleri A.S.
TRUE True Car, Inc.
TUR iShares MSCI Turkey Investable Market Index Fund
TWTR Twitter Inc
V Visa Inc.
VIG Vanguard Dividend Appreciation ETF
WBMD WebMD Health Corp
WHX Whiting USA Trust
WMT Wal-Mart Stores Inc.
YELP Yelp Inc.
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TWEETS

LATEST ACTIVITY

Charles Sizemore
bclund Whataburger Lies! You speak lies!
Charles Sizemore
bclund My Whataburger will DESTROY your In & Out Burger, fool!
Charles Sizemore
This is the best thread I've seen in a LONG time. https://t.co/WoL8QBDh7i
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PERSONAL BLOG

Latest Posts
What Tax Reform Could Mean For Stocks
Lower taxes means more cash on hand for dividends and buybacks, particularly for the large multinationals looking to repatriate their offshore cash hoards.
The Boomers Are Aging Fast…Time To Make Money Now
Demand for healthcare has never been stronger… and it’s only going to get stronger still with the aging of the Boomers.

Work Experience

Chief Investment Officer
Sizemore Capital Management
March 2008 - Present (10 years)
Sizemore Capital is a money management and financial advisory firm specializing in retirement (IRAs, IRA rollovers) and education planning for families and family offices.
Investment Analyst / Portfolio Manager
Dent Investment Management
January 2004 - March 2010 (6 years 4 months)
Performed research and security selection for the Dent Tactical ETF (Ticker "DENT") and Dent Strategic Portfolio mutual fund and managed the funds' trading Crafted asset allocation and security selection strategies for managed accounts as member of Investment Committee (heavy use of Excel and Access for modeling and backtesting) Allocated individual client mutual fund portfolios and monitored performance (heavy use of Morningstar Principia portfolio management software)
Capital Markets Reporter
Investment International
August 2003 - June 2005 (1 year 11 months)
Wrote monthly market commentary on world equity and bond markets for Investment International magazine in London.

Education

London School of Economics and Political Science
MSc Finance and Accounting
2003 / 2004
Texas Christian University
Bachelor of Business Administration in Finance
1996 / 2000

Publications