Combined, the positions are expected to generate approximately $108 in dividends over the next year; roughly 4% of the portfolio’s $2,602 total projected income.
They both appear to be attractively valued, and that’s hard to find in today’s sky-high market scenario.
Here in Part 2 of our review, we look at the sensational income growth that this portfolio achieved during the past 12 months.
To say I’m pleased would be a massive understatement, as the IBP posted a nice total return while growing its income stream beautifully.
I’ve now taken the portfolio’s “disruptive holdings” to a whole new level.
Any investor’s portfolio is his or her own small business, and any business should have a well-articulated plan to help it run successfully and efficiently. So with Year 3 of our real-money, real-time Dividend Growth Investing endeavor now in the books, I thought it would be a good time for an update.
These purchases will give the portfolio a pretty nice income jolt over the next year.
They’re a nice combination of fundamentally strong and decently valued income-producers.
Three years after its inception, our Income Builder Portfolio is now projected to generate over $2,500 in annual dividend income; halfway towards our 7- year goal of $5,000.
They’re all Dividend Aristocrats, so the decision to add to all three positions should have a positive long-term effect on the Income Builder Portfolio’s income stream.
