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’s Greg Patrick 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
10/18/2021 Blackrock (BLK), UnitedHealth (UNH), Morgan Stanley (MS) and Starbucks (SBUX) click here
10/11/2021 Medtronic (MDT) click here
9/27/2021 Lockheed Martin (LMT) and McDonald’s (MCD) click here
9/21/2021 Union Pacific (UNP), Cummins (CMI), Morgan Stanley (MS) and Realty Income (O) click here
9/13/2021 Union Pacific (UNP) click here
8/30/2021 Altria (MO), Costco (COST) and Sherwin-Williams (SHW) click here
8/16/2021 Cummins (CMI) click here
7/24/2021 McCormick (MKC) click here
7/12/2021 Morgan Stanley (MS) click here
6/21/2021 CVS Health (CVS) click here
6/7/2021 Comcast (CMCSA) and Broadcom (AVGO) click here
5/24/2021 Mastercard (MA) and Visa (V) click here
5/7/2021 Johnson & Johnson (JNJ), AbbVie (ABBV) and  Medtronic (MDT) click here
4/26/2021 JPMorgan Chase (JPM), Philip Morris (PM) click here
4/12/2021 Costco (COST), Northrop Grumman (NOC), Sherwin-Williams (SHW) and Alliant Energy (LNT) click here
3/22/2021 Costco (COST) click here
3/8/2021 Alliant Energy (LNT) click here
2/22/2021 Northrop Grumman (NOC) click here
2/8/2021 Sherwin-Williams (SHW) click here
1/25/2021 BlackRock (BLK), JPMorgan Chase (JPM) and Constellation Brands (STZ) click here
1/13/2021 General Dynamics (GD) and Reynolds Consumer Products (REYN) click here
12/22/2020 Broadcom (AVGO), AbbVie (ABBV) and Amgen (AMGN) click here
12/8/2020 McDonald’s (MCD), Realty Income (O) and Essex Property (ESS) click here
11/17/2020 Reynolds Consumer Products (REYN) click here
11/6/2020 Realty Income (O) click here
10/20/2020 BlackRock (BLK) and UnitedHealth Group (UNH) click here
10/6/2020 Home Depot (HD) and Medtronic (MDT) click here
9/22/2020 Amgen (AMGN) and Honeywell (HON) click here
9/8/2020 NextEra Energy (NEE), American Electric (AEP), Pinnacle West (PNW) and Avista (AVA) click here
8/18/2020 Essex Property Trust (ESS) click here
8/4/2020 Automatic Data Processing (ADP) click here
7/21/2020 Pepsi (PEP), JPMorgan Chase (JPM) and Constellation Brands (STZ) click here
7/9/2020 Pinnacle West Capital (PNW) and Avista (AVA) click here
7/7/2020 Lockheed Martin (LMT) click here
6/23/2020 Medtronic (MDT) click here
6/9/2020 Avista (AVA) click here
5/28/2020 Microsoft (MSFT) click here
5/25/2020 JPMorgan (JPM), General Dynamics (GD), Visa (V), Constellation Brands (STZ) and Mastercard (MA) click here
5/18/2020 AbbVie (ABBV) click here
5/5/2020 Philip Morris (PM) click here
4/21/2020 Visa (V) and Mastercard (MA) click here
4/07/2020 General Dynamics (GD) click here
3/31/2020 Cisco Systems (CSCO) click here
3/23/2020 American Electric Power (AEP) & Dominion (D) click here
3/17/2020 TJX Companies (TJX) click here
2/18/2020 AT&T (T) click here
2/06/2020 International Business Machines (IBM) click here
1/28/2020 Wells Fargo (WFC) click here
1/14/2020 Broadcom (AVGO) click here
12/17/2019 3M (MMM) click here
12/10/2019 Cisco (CSCO) click here
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
3/4/2019 Home Depot (HD) 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

Date Title
3/16/2021 My Favorite Millennials and Their Market-Beating Portfolio
1/11/2021 Income Builder Portfolio: Wow – 74% Income Growth! (Year 3 Review, Part 2)[Annual Review]
1/7/2021 Income Builder Portfolio: Three Years, 31% Total Return [Annual Review]
7/9/2020 We Just Sold Dominion Energy (D) and Bought Pinnacle West Capital (PNW) and Avista (AVA)
5/25/2020 We Just Sold Disney (DIS) and Bought These 5 Stocks
5/19/2020 Income Builder Portfolio: We Just Sold Wells Fargo (WFC) and Bought AbbVie (ABBV)
3/24/2020 DTA’s Income Build Portfolio: One Sell, Two Buys, And The Pandemic Is (Mostly) Why
1/10/2020 Ridiculous Income Growth And Market-Thrashing Total Return from Our Income Builder Portfolio [Annual Review]
12/30/2020 Business Plan for the Income Builder Portfolio- Update
10/12/2019 Amazing Income Growth and Market-Dominating Total Return for Our Income Builder Portfolio [3rd Quarter 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 [2nd Quarter Review]
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 [1st Quarter Review]
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 [Annual Review]
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
12/28/2018 DTA’s Income Builder Portfolio: Arriving — And ‘Dripping’ — Soon
12/21/2017 Five Core Stocks For Any Dividend Growth Portfolio
12/28/2017 Stocks That Pay You For Life