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Charles Lewis Sizemore, CFA

Contributing Writer
Kiplinger.com

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, MarketWatch and InvestorPlace.com. 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 two sons, Charles and Ian, and enjoys regularly traveling to his wife's native Peru.

Latest Features

SLIDE SHOW
October 2018

7 Growth Stocks That Will Pay You Cash, Too

Investors seeking out growth stocks often discard dividends as unimportant, but they really shouldn’t. After all, there’s no greater sign of a company’s health than the regular, consistent payment ...

See More From: Dividends

SLIDE SHOW
October 2018

5 Great Stocks to Buy If You’re New to Investing

The biggest challenge for many new investors is simply knowing where to start. There’s no clear consensus on how to invest. Value investors will say the best stocks to buy are cheap ones and rattle ...

See More From: Stocks & Bonds

SLIDE SHOW
September 2018

8 REITs to Buy for Bargain Prices, Bloated Dividends

Real estate investment trusts (REITs) have been on a wild ride over the past several years. Investors couldn’t get enough of this dividend-friendly sector following the 2008 meltdown. The comparatively ...

See More From: REITs

SLIDE SHOW
August 2018

Emerging-Markets Stocks: 10 Ways to Play the Next Bull Market

Emerging markets have been a real minefield of late. The United States and China have ratcheted up their trade war rhetoric, and investors have been shunning emerging-markets stocks and sticking with the ...

See More From: Foreign Stocks & Emerging Markets

SLIDE SHOW
July 2018

The Best and Worst Presidents (According to the Stock Market)

Mount Rushmore features massive 60-foot-tall busts of celebrated presidents George Washington, Thomas Jefferson, Abraham Lincoln and Theodore Roosevelt, each chosen for their respective roles in preserving ...

See More From: Markets

SLIDE SHOW
June 2018

25 Stocks Every Retiree Should Own

Retirement for most Americans is a giant and often scary jump into the unknown. In your working years, you can generally take the occasional investing mistake in stride. Retirement portfolio losses can ...

See More From: Stocks & Bonds

SLIDE SHOW
June 2018

7 Top Latin American Stocks to Buy

Latin American stocks might not be the most stable holdings on the planet – but that’s just fine if you’re an aggressive investor. That’s because the region offers some of the more explosive growth ...

See More From: Stocks & Bonds

Insights for Investors
June 2018

3 Things You Should Always Ask a Financial Adviser

When looking for the right person to help you manage your money, you need to vet your options thoroughly.

See More From: Insights for Investors

SLIDE SHOW
April 2018

The 10 Best Stocks to Invest In for No-Doubt Dividends

The legendary George Soros reportedly would reshuffle his portfolio whenever he would get back spasms. Whether it was his subconscious mind’s way of telling him he needed to find different stocks to ...

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SLIDE SHOW
March 2018

7 Top Monthly Dividend Stocks and Funds to Buy

The mortgage is due every month. So are utility bills, car payments and the membership to the gym that many of us don’t actually use. That’s not a major problem for many people because they get regular ...

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SLIDE SHOW
March 2018

5 “Oddball” Dividend Stocks With High Yields

It’s not the easiest market out there for income investors. With bond yields being depressed for so many years (and still extremely low by any historical standard) investors have scoured the globe for ...

See More From: Dividends

SLIDE SHOW
February 2018

7 Dividend Achievers With Big Income Potential

There is an old Wall Street maxim that the safest dividend is the one that’s just been raised. Which is why if you’re not familiar with Dividend Achievers, you should be. You can always find that ...

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SLIDE SHOW
January 2018

10 Top Dividend Stocks From Around the World

The United States of America is one of the largest wealth creation machines in the history of the world. According to Credit Suisse, American stocks returned an inflation-adjusted annualized 6.5% between ...

See More From: Foreign Stocks & Emerging Markets

SLIDE SHOW
December 2017

The 5 Best Investments You Can Make in 2018

The strangest of years will be drawing to a close in just a few weeks. It’s already time to start mapping out your financial plans for 2018. So, what should we expect in the new year? And importantly, ...

See More From: Investor Psychology

SLIDE SHOW
November 2017

The 15 Best REITs for Retirement Income

Few asset classes are better suited to retirement portfolios than real estate. If managed sensibly, a portfolio of real estate investment trusts (REITs) can provide a steady stream of retirement income ...

See More From: REITs

Stock Watch
November 2017

Will Santa Claus Visit Wall Street This Year?

Tax cuts are the biggest wild card that could make or break a year-end rally

See More From: Stock Watch

SLIDE SHOW
November 2017

10 Dangerous Dividend Stocks to Watch

There’s an old saying that goes along with investing in dividend stocks: A bird in hand is worth two in the bush. The idea is that investors prefer the certainty of dividends hitting their account over ...

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