
As an investor, I want to own high-quality companies with proven business models that will create wealth, grow dividends and pave the way for financial independence.
For the first 26 months that I managed DTA’s Income Builder Portfolio, I executed exactly one stock sale. In the last two months, I have liquidated three positions. That led a reader to ask the following question: “Have the Daily Trade Alert owners spoken to you about the sells in the account? Just wondering if they were concerned that this is a change from the basic ‘Buy & Hold’ that was practiced until the past week or so.” Here’s how I responded, and what’s going on with all the activity in the IBP…