
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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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
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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
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7 Latin American Stocks to Buy for the Long-Term
stocks Latin American stocks might not be the most stable holdings on the planet – but that’s just fine if you’re an aggressive investor.
By Charles Lewis Sizemore, CFA Published
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3 Things You Should Always Ask a Financial Adviser
Financial Planning When looking for the right person to help you manage your money, you need to vet your options thoroughly.
By Charles Lewis Sizemore, CFA Published
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5 “Oddball” Dividend Stocks With Big Yields
stocks It’s not the easiest market out there for income investors.
By Charles Lewis Sizemore, CFA Published
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7 Dividend Achievers With Big Income Potential
investing There is an old Wall Street maxim that the safest dividend is the one that’s just been raised.
By Charles Lewis Sizemore, CFA Published
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10 Top Dividend Stocks From Around the World
Foreign Stocks & Emerging Markets The United States of America is one of the largest wealth creation machines in the history of the world.
By Charles Lewis Sizemore, CFA Published
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The 5 Best Investments You Can Make in 2018
Investor Psychology The strangest of years will be drawing to a close in just a few weeks.
By Charles Lewis Sizemore, CFA Published
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The 15 Best REITs for Retirement Income
REITs Few asset classes are better suited to retirement portfolios than real estate.
By Charles Lewis Sizemore, CFA Published
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Will Santa Claus Visit Wall Street This Year?
Markets Tax cuts are the biggest wild card that could make or break a year-end rally
By Charles Lewis Sizemore, CFA Published
Markets