![]() Member Directory/slim2483Member Since 7/19/2006
Basic Information
Additional Information
pigs get fat,hogs get slaughtered.
The greedy
will soon be the needy.TRUST THE CHART
Actual First Name: david
State of Residence: CA
Age: 81
Marital Status: Married
Children: 2
Career: Jack of all trades master of none
Career Highlight:
Retired? Yes
Retirement year: 1999
If not retired, what year do you plan to? N/A
Started Drawing Social Security at age: 62
On a cold winter night you drink: Crown Royal & water
When the stock market drops 4% in a session you drink: Coffee, 2 pots a day
Investment Style: Income Oriented & trader
Portfolio Income Covers Living Expenses? Yes & then sum
Do you expect income to cover expenses until you die? Yes
Largest Holding: RA
Do you own annuities? No
Do you have life insurance? Yes
Do you have Long Term Health Insurance? No
Favorite Investment Sector: MLPs,Energy
Do you own tech stocks? No
Approximate number of individual holdings:
Do your own taxes? Yes
Full Service Broker? Merrill Edge CMA Acct.
Discount Broker:
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