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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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
REITs -
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 -
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
stocks -
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
Financial Planning -
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
stocks -
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
investing -
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
Foreign Stocks & Emerging Markets -
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
Investor Psychology -
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
REITs -
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 -
10 Stocks Whose Dividends Are at Risk
investing There’s an old saying that goes along with investing in dividend stocks: A bird in hand is worth two in the bush.
By Charles Lewis Sizemore, CFA Published
investing