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 |
11/24/2023 | American Electric Power (AEP) | click here |
10/20/2023 | Mastercard (MA) and Community Trust Bancorp (CTBI) | click here |
9/28/2023 | NextEra Energy (NEE), Microsoft (MSFT), Starbucks (SBUX), Philip Morris (PM), Realty Income (O), Vici Properties (VICI) | click here |
6/23/2023 | Chevron (CVX), UGI Corp. (UGI), Realty Income (O), Air Products & Chemicals (APD), and Snap-On (SNA) | click here |
5/12/2023 | UGI Corp. (UGI), VICI Properties (VICI), and AT&T (T) | click here |
4/21/2023 | UnitedHealth (UNH), Community Trust (CTBI), Eastman Chemical (EMN), Cummins (CMI), Reynolds Consumer (REYN) | click here |
3/20/2023 | 6 month brokered Certificate of Deposit (CD) | click here |
2/14/2023 | PepsiCo (PEP), CVS Health (CVS), Air Products & Chemicals (APD), VICI Properties (VICI), Corning (GLW) | click here |
1/20/2023 | VICI Properties (VICI), Alliant Energy (LNT), Constellation Brands (STZ), Costco (COST) | click here |
12/9/2022 | Broadcom (AVGO), Eastman Chemical (EMN) and Morgan Stanley (MS) | click here |
11/11/2022 | Essex Property Trust (ESS), Automatic Data Processing (ADP), Northrop Grumman (NOC) and Community Trust Bancorp (CTBI) | click here |
10/21/2022 | Cisco (CSCO), Alliant Energy (LNT), Eastman Chemical (EMN) and Snap-On (SNA) | click here |
9/23/2022 | Eastman Chemical (EMN), Union Pacific (UNP), Realty Income (O), Corning (GLW) | click here |
8/19/2022 | Visa (V), Mastercard (MA), Community Trust Bancorp (CTBI), Cummins (CMI) and AT&T (T) | click here |
7/28/2022 | Community Trust Bancorp (CTBI) | click here |
7/11/2022 | Honeywell (HON), Union Pacific (UNP) and Corning (GLW) | click here |
6/29/2022 | Starbucks (SBUX), Air Products & Chemicals (APD) and Essex Property Trust (ESS) | click here |
6/13/2022 | CVS Health (CVS), Corning (GLW) and Automatic Data (ADP) | click here |
6/1/2022 | Costco (COST), Essex Property Trust (ESS) and Snap-on (SNA) | click here |
5/11/2022 | Corning (GLW) | click here |
4/29/2022 | Microsoft (MSFT), Union Pacific (UNP), and Avista (AVA) | click here |
4/19/2022 | Morgan Stanley (MS) | click here |
3/30/2022 | Sherwin-Williams (SHW), Cummins (CMI) and Reynolds Consumer Products (REYN) | click here |
3/7/2022 | Philip Morris International (PM), Starbucks (SBUX), McDonald’s (MCD) and Constellation Brands (STZ) | click here |
2/22/2022 | 3M (MMM) | click here |
2/7/2022 | NextEra Energy (NEE), Alliant Energy (LNT) and American Electric Power (AEP) | click here |
1/28/2022 | Automatic Data Processing (ADP), Snap-on (SNA) and Reynolds Consumer Products (REYN) | click here |
1/14/2022 | Blackrock (BLK) | click here |
12/20/2021 | Air Products & Chemicals (APD) | click here |
12/10/2021 | General Dynamics (GD), Amgen (AMGN) and Alliant Energy (LNT) | click here |
11/22/2021 | Realty Income (O), Northrop Grumman (NOC) and CVS Health (CVS) | click here |
11/8/2021 | Snap-on (SNA) | click here |
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 |