Charles Lewis Sizemore, CFA
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, 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, GuruFocus and MarketWatch.
He holds a master's degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Charles lives with his wife Maria Jose and three children – Charles, Ian and Gabriela – and enjoys regularly traveling to his wife's native Peru.
Latest articles by Charles Lewis Sizemore, CFA
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How to Invest in This Bear Market
Markets
By Charles Lewis Sizemore, CFA Published
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The 11 Best (And 11 Worst) Stocks of the 11-Year Bull Market
stocks The 11-year bull market has created a host of winners returning 5,000% or more, but many stocks have not been so lucky. Here are the 2009-20 bull market's best and worst stocks.
By Charles Lewis Sizemore, CFA Published
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11 Defensive Dividend Stocks for Riding Out the Storm
stocks
By Charles Lewis Sizemore, CFA Published
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7 Dividend-Rich Sin Stocks to Buy Now
stocks Pop culture has always loved the bad boy.
By Charles Lewis Sizemore, CFA Published
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Apple Stock: The Dividend Investor's Guide
investing As AAPL dedicates increasing sums of cash to its dividend, does it belong in buy-and-hold income portfolios?
By Charles Lewis Sizemore, CFA Published
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5 REITs You Can Buy and Hold for Decades
REITs When it comes to your investments, a decade is a long time.
By Charles Lewis Sizemore, CFA Published
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10 Emerging-Markets Stocks That Will Survive the Trade War
Foreign Stocks & Emerging Markets The old saying goes: When America sneezes, the world catches a cold.
By Charles Lewis Sizemore, CFA Published
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11 Stocks to Buy That Prove Boring Is Beautiful
stocks Stocks aren’t all that different than cars, in some ways.
By Charles Lewis Sizemore, CFA Published
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25 Stocks Every Retiree Should Own
stocks Retirement is a major life milestone, eclipsed only by marriage or the birth of your first child in terms of financial impact.
By Charles Lewis Sizemore, CFA Published
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5 Safe Ways to Earn 3%
investing Although you might want to push for a higher return on your long-term investment portfolio, you can consider these as options for your cash savings that you might need in the next one to five years.
By Charles Lewis Sizemore, CFA Published
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13 Blue-Chip Stocks to Buy on the Next Dip
stocks to buy There’s an old Wall Street saying that goes, “Bulls make money, bears make money, pigs get slaughtered.” No one really knows who originally said it, but its meaning is clear.
By Charles Lewis Sizemore, CFA Published
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5 Stock Picks That Now Pay Dividends
stocks Retirees take note: Dividend stocks have been proven to outperform their non-paying peers over time.
By Charles Lewis Sizemore, CFA Published
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Is a Stock Market Correction in the Cards?
investing Historically high stock valuations and murky economic data point to a mean reversion. Here's how to prepare for whenever the ax falls.
By Charles Lewis Sizemore, CFA Published
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7 Great High-Yield Dividend Stocks That Nobody Talks About
stocks It’s hard to believe given how violently stocks sold off last quarter, but most corners of the market are already optimistically priced again.
By Charles Lewis Sizemore, CFA Published
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The Best Emerging-Markets Stocks for 2019
Foreign Stocks & Emerging Markets If you think 2018 was a rough year for American stocks, take a look overseas.
By Charles Lewis Sizemore, CFA Published
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What to Do Now If You’re Losing Sleep Over the Stock Market
Investor Psychology Do you fear a bear market? Here’s how to handle your portfolio when ‘staying the course’ isn't enough.
By Charles Lewis Sizemore, CFA Published
Investor Psychology -
The 5 Best Investments You Can Make in 2019
Markets Everyone is looking forward to 2019 if only because 2018 has been so ugly.
By Charles Lewis Sizemore, CFA Published
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7 Reasons the Stock Market Is Selling Off
Markets It has gotten downright ugly out there.
By Charles Lewis Sizemore, CFA Published
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5 Cheap “Diamond in the Rough” Stocks to Buy
stocks Cheap stocks are few and far between.
By Charles Lewis Sizemore, CFA Published
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Don’t Wish for a Santa Claus Rally. Prepare Instead.
investing Several headwinds could push back on Santa’s sleigh this year. Make sure your portfolio is ready.
By Charles Lewis Sizemore, CFA Published
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7 Growth Stocks That Will Pay You Cash, Too
stocks Investors seeking out growth stocks often discard dividends as unimportant, but they really shouldn’t.
By Charles Lewis Sizemore, CFA Published
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5 Great Stocks to Buy If You’re New to Investing
investing
By Charles Lewis Sizemore, CFA Published
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8 REITs to Buy for Bargain Prices, Bloated Dividends
REITs Real estate investment trusts (REITs) have been on a wild ride over the past several years.
By Charles Lewis Sizemore, CFA Published
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Emerging-Markets Stocks: 10 Ways to Play the Next Bull Market
Foreign Stocks & Emerging Markets Emerging markets have been a real minefield of late.
By Charles Lewis Sizemore, CFA Published
Foreign Stocks & Emerging Markets