Income Builder Portfolio

Daily Trade Alert’s Income Builder Portfolio launched on January 16, 2018. Among its goals and missions:

  • build a reliable, growing income stream by making regular investments in high-quality, dividend-paying companies;
  • produce at least $5,000 in annual dividends within 7 years;
  • experience solid total return over time, something we believe will occur organically because of the excellent companies involved;
  • provide ideas for fellow Dividend Growth Investing practitioners, especially those new to the strategy.

The portfolio is funded by Daily Trade Alert and is managed by respected DGI proponent Mike Nadel, who has written about investing since 2012. You can read Mike’s business plan for more details.

In short, DTA is putting $2,000 per month into the IBP. Most months, Mike will use those funds to execute two buys of roughly $1,000 each.

We understand that many DGI newbies, especially younger ones, may not have $2,000/month to invest. After all, $24,000 per year is a pretty big chunk of change. However, whether you have $200 per month available or $200,000 or anything in between, the principles will be the same.

Income Builder Portfolio Articles

Purchase Date Stock Selected Post Buy Analysis
11/12/2019 Comcast (CMCSA) click here
11/1/2019 Starbucks (SBUX) click here
10/22/2019 Johnson & Johnson (JNJ) click here
10/8/2019 Microsoft (MSFT) and AbbVie (ABBV) click here
9/24/2019 JP Morgan Chase (JPM) click here
9/10/2019 Philip Morris International (PM) click here
8/27/2019 UnitedHealth Group (UNH) click here
8/13/2019 Amgen (AMGN) click here
8/6/2019 Chevron (CVX) click here
7/12/2019 Honeywell (HON) click here
6/11/2019 UnitedHealth Group (UNH) click here
6/4/2019 Dominion Energy (D) click here
5/21/2019 Lockheed Martin (LMT) click here
5/14/2019 NextEra Energy (NEE) click here
4/23/2019 Johnson & Johnson (JNJ) click here
4/9/2019 The TJX Companies (TJX) click here
3/26/2019 Disney (DIS) click here
3/12/2019 Honeywell (HON) click here
2/26/2019 BlackRock (BLK) click here
2/12/2019 Chevron (CVX) click here
1/29/2019 Comcast (CMCSA) click here
1/15/2019 Medtronic (MDT) click here
12/18/2018 AbbVie (ABBV) click here
12/4/2018 Apple (AAPL) click here
11/16/2018 BlackRock (BLK) click here
11/6/2018 American Electric Power (AEP) click here
10/30/2018 PepsiCo (PEP) click here
10/19/2018 Home Depot (HD) click here
9/25/2018 McDonald’s Corporation (MCD) click here
9/11/2018 Constellation Brands (STZ) click here
8/28/2018 Altria (MO) click here
8/14/2018 Broadcom (AVGO) click here
7/27/2018 Microsoft (MSFT) click here
7/17/2018 AT&T (T) click here
6/26/2018 Apple (AAPL) click here
6/12/2018 Starbucks (SBUX) click here
5/29/2018 McCormick & Co. (MKC) click here
5/4/2018 Lockheed Martin (LMT) click here
4/24/2018 Johnson & Johnson (JNJ) click here
4/10/2018 Disney (DIS) click here
3/27/2018 Dominion Energy (D) click here
3/13/2018 NextEra Energy (NEE) click here
2/27/2018 PepsiCo (PEP) click here
2/13/2018 Altria (MO) click here
1/30/2018 3M (MMM) click here
1/16/2018 Amgen (AMGN) click here

Income Builder Portfolio Archive

10/12/2019- Amazing Income Growth and Market-Dominating Total Return for Our Income Builder Portfolio [2019 Q3 Review]

7/12/2019- If I Had Only One Stock to Own Forever, This Would Be It…

7/8/2019- DTA’s Income Builder Portfolio: Double-Digit Income Growth and Market-Crushing Total Return

5/1/2019- I’m Considering These Stocks for DTA’s Income Builder Portfolio

4/3/2019- Hot First Quarter for Mr. Market — And DTA’s Income Builder Portfolio

3/4/2019- Income Builder Portfolio: A Sell, A Buy, And This Is Why

2/6/2019 — This Stock Has Been One of My Best Ideas Ever

1/19/2019 — Stocks We Are Considering for the Income Builder Portfolio in 2019

1/5/2019 — Our Income Builder Portfolio is Generating Spectacular Income Growth And Market-Crushing Total Return

12/29/2018 — The Income Builder Portfolio: Business Plan

10/6/2018 — Market-Beating Performance For DTA’s Income Builder Portfolio — And Big Dividends, Too [3rd Quarter Review]

8/4/2018 — This Is A Great Way To Build Your Income Stream Over The Long-Term

7/7/2018 — Dividends Galore For DTA’s Income Builder Portfolio [2nd Quarter Review]

6/6/2018 — Should Investors Pay Premium Prices For High-Quality Stocks?

5/23/2018 — There Is More Than One Way To Weight A Portfolio

4/18/2018 — These 12 Stocks Could Become Dividend Champions Some Day

4/5/2018 — Dividends Are Pouring Into DTA’s Income Builder Portfolio [1st Quarter Review]

3/21/2018 — 7 Stocks I’m Considering For DTA’s Income Builder Portfolio

3/7/2018 — 10 Stocks I’m Considering For DTA’s Income Builder Portfolio

2/21/2018 — 12 Stocks I’m Considering For DTA’s Income Builder Portfolio

2/7/2018 — Using Limit Orders To Take A Swing At Better Stock Prices

1/24/2018 — Katie’s Dividend Growth Portfolio

1/9/2018 — We’re Putting $2,000/Month Into These Stocks: Introducing DTA’s Income Builder Portfolio

12/28/2017 — DTA’s Income Builder Portfolio: Arriving — And ‘Dripping’ — Soon

12/21/2017 — Five Core Stocks For Any Dividend Growth Portfolio

12/14/2017 — Stocks That Pay You For Life