Bio Charles Lewis Sizemore, CFA

See All Authors »

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

Insights for Investors
May 2020

Bitcoin Halving: What Does It Mean for Investors?

'Mining' for this cryptocurrency just became a lot more expensive

See More From: Insights for Investors

Fund Watch
May 2020

The Fed Is Buying ETFs. Now What?

The Federal Reserve's plan to hoover up $750 billion in bond funds could have some serious long-term consquences.

See More From: Fund Watch

SLIDE SHOW
May 2020

11 Monthly Dividend Stocks and Funds for Reliable Income

Your bills generally come monthly. Your mortgage, your car payment, your utility bills … even the gym membership and Netflix subscription come due once per month. Yet that’s not how most investments ...

See More From: Dividends

SLIDE SHOW
April 2020

The 10 Best Chinese Stocks You Can Buy

This a precarious time to be investing in China. But many Chinese stocks, particularly in the technology and service sectors, look attractive if you're willing to deal with some volatility. Even before ...

See More From: Foreign Stocks & Emerging Markets

Stock Watch
April 2020

How to Invest in Oil Right Now

Regular 25% swings in crude? Negative oil? Here's how to tackle this chaotic period for energy commodities.

See More From: Stock Watch

SLIDE SHOW
April 2020

20 Best Stocks to Buy Now for the Next Bull Market

The coronavirus crisis has effectively reset the board. While both the economy and stock market will someday return to their earlier-year strength, neither will look the same. That means some of the best ...

See More From: Stocks & Bonds

SLIDE SHOW
March 2020

7 Stock Picks That Analysts Are Actually Upgrading Now

The stock market is a mess of bearishness and volatility right now. But despite the carnage, a sizable number of stock picks are starting to look better in the eyes of Wall Street's pros, and they're starting ...

See More From: Stocks & Bonds

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
March 2020

How to Invest in This Bear Market

Now that we're officially well into bear-market territory now, the question is: How do you invest in the midst of one? The Dow Jones Industrial Average dropped into bear territory on Wednesday, March ...

See More From: Markets

SLIDE SHOW
March 2020

The 11 Best (And 11 Worst) Stocks of the 11-Year Bull Market

It might not feel like it right now, as the coronavirus panic is roiling the stock market. But we're still technically in the longest bull market in history at 132 months and counting – a run that sent ...

See More From: Stocks & Bonds

Stock Watch
March 2020

How to Go to Cash

What exactly does it mean to 'go to cash,' and what should you do once you have?

See More From: Stock Watch

SLIDE SHOW
March 2020

11 Defensive Dividend Stocks for Riding Out the Storm

Remember when 1,000-point moves in the Dow where a big deal? Lately, they've become almost commonplace. The Dow fell by just shy of 1,000 points on March 3 after rallying by more than 1,200 points on ...

See More From: Dividends

SLIDE SHOW
February 2020

11 Best Stocks to Ride Out the Coronavirus Outbreak

Health scares can really spook the market, as February's coronavirus-sparked market drubbing illustrates. But we still have portfolios to manage, even if it seems like the world is ending, and that includes ...

See More From: Stocks & Bonds

SLIDE SHOW
February 2020

7 Dividend-Rich Sin Stocks to Buy Now

Pop culture has always loved the bad boy. From James Dean's Jim Stark in Rebel Without a Cause to Harrison Ford's Han Solo of Star Wars fame, everyone roots for the lovable rogue. But that's generally ...

See More From: Dividends

Stock Watch
January 2020

Apple Stock: The Dividend Investor's Guide

As AAPL dedicates increasing sums of cash to its dividend, does it belong in buy-and-hold income portfolios?

See More From: Stock Watch

SLIDE SHOW
December 2019

The 20 Best Stocks to Buy for 2020

It's difficult to lock down the absolute best stocks to buy for any year – but 2020 could be particularly challenging. For one, 2019's run-up has lifted stocks to sky-high prices only seen a handful ...

See More From: Stocks & Bonds

SLIDE SHOW
December 2019

10 High-Yield Monthly Dividend Stocks to Buy in 2020

The typical American's life tends to be organized around monthly payments, yet somehow, monthly dividend stocks are the exception, not the norm. Your mortgage, your car payment, your phone bill … ...

See More From: Dividends

Show More Stories