Joseph Hogue, CFA

General Information

Joseph Hogue, CFA
Fool Since:
May 6 2001
Where I Live:
New York

Investing Basics

Investing Experience:
Risk Tolerance:
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Focus on long-term growth and income with large proportion in MLPs and REITs
Stocks I Own:
line, egp, psa, o, intc, bwp, epd, dpm, wmb, kmp, btu, pot, uan, agu, mbt, fnma, aapl, bidu, nq, csco, bbry, adt, jive, symc, wprt, fsc, pgh

Investing Expertise

My Area of Expertise:
Equity analysis and small-cap valuation

Education And Work Information

School(s) Attended
CFA Institute, 2011 Iowa State University, Degrees in Finance and Communications Iowa State University, MBA
Job Title
Independent Analyst and Financial Writer
Company / Organization
Efficient Alpha
Former Jobs
Director of Institutional Research, High Alert Capital

An Interview with jhogue99

Last updated: 7/2/2014
The Fool:
What's the best advice you've ever received?
Don't sweat the petty stuff and don't pet the sweaty stuff. We needlessly worry about too many of the details in life. Worry about the big stuff and the rest will fall into place.
The Fool:
What industry do you follow most closely and why?
I spend a lot of my time on real estate, through REIT analysis and sourcing development deals. I also spend a considerable amount of time watching the U.S. energy story, especially relating to MLPs.
The Fool:
What's your greatest athletic achievement? Little League champ? Ran a marathon? Did 4 consecutive sit-ups?
Never did much in school but played soccer and ran track. Scored a 300/300 in the Marine Corps fitness test (20 pull-ups, 100 sit-ups and 3-miles in 18 minutes)
[Read the full Interview]

How I Invest

A core-satellite approach with ETFs comprising 65% (core) within favored sectors and themes. Then 35% in specific companies with strong drivers for growth. I tend to favor less risk since much of my professional income is tied to the stock market through analysis and deal sourcing. Much of my portfolio is long-term holdings in REITs and MLPs.