General Information

Name:
Mark Morelli
Fool Since:
June 7 2012
Where I Live:
CT
Gender:
Male

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium Low
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Stocks, ETF, 401k, IRA, Stable Value Funds
Stocks I Own:
AAPL, UTX, JNJ, PG, AMLP, T, VOD, MCD, IBM, KO, CVX, SAM, VRTS, WMT, BRLI, CVX

Investing Favorites

Stocks:
AAPL, SAM, VRTS
Industries:
Tech, Consumer Staples, Telecom, Industrials, Real Estate, Healthcare, Energy
Books:
A Random Walk Down Wall Street; One Up On Wall Street; Rule Breakers, Rule Makers
Newsletters:
Morningstar, StockRover, Zacks
Magazines:
Forbes, Barrons
Blogs:
Motley Fool, Market Watch, Seeking Alpha

Investing Expertise

My Area of Expertise:
Buy and hold, innovation, dividends, retirement, energy related to fracking
Greatest Investment:
AAPL, VRTS, SAM
Worst Investment:
Gold
Money I Manage:
My own

Education And Work Information

School(s) Attended
University of Lowell, University of Hartford
Job Title
Retired Engineer (now a consultant/freelance writer)
Company / Organization
Mathman Enterprises
Former Jobs
Engineer, United Technologies Corp (UTC)

Interests

Personal Quote:
Take it easy
My Interests:
Hiking, Biking, Reading, Music, Traveling, Sports
Person(s) I'd Like To Meet:
Ronald Reagan, Jesus
Favorite Restaurants or Foods:
Italian, Seafood, Mexican
Favorite Vacation Spots:
Rhode Island beaches, California, Italy
Favorite Sports or Teams:
New York Yankees, Boston Bruins, UConn basketball
Favorite Movies:
The Godfather I, II; Jaws, Spy Who Came In From the Cold, Three Days of the Condor, Schindler's list
Favorite Board Games:
None
Favorite Video Games:
None
Favorite Music or Musicians:
Classic Rock: Eagles, Pink Floyd, Beatles, Chicago, Marshall Tucker
Great Books Read Recently:
Insanely Simple, The Innovators

An Interview with Mathman6577

Last updated: 11/10/2014
The Fool:
What is your favorite techno gadget?
Mathman6577:
iPad
The Fool:
To what extent has your financial success, or lack thereof, been the result of luck versus skill?
Mathman6577:
It has been mostly skill.
The Fool:
If you could change one thing about your workplace, corporate culture, or family life, what would it be?
Mathman6577:
Since I'm retired I have no needs for working changes at this time. I wish I could see my adult children more often.
[Read the full Interview]

My Story

Retired electrical engineer. Spent 32 years in the aerospace and building systems industries. Currently a consultant specializing in reliability testing (HALT, HASS) and a freelance writer with a focus on technology, innovation, long-term investing, retirement strategies, dividend growth, and promoting investing and STEM.

How I Invest

I invest mainly in blue-chip, large cap stocks that pay and increase their dividends over a long time period and use a buy and hold approach, selling only to offset dividends and capital gains.