About the Editor
Equities strategist Josh Peters is the editor of Morningstar DividendInvestor, a monthly newsletter that provides quality recommendations for current income and income growth from stocks.

Josh manages of DividendInvestor's model dividend portfolios, the Dividend Harvest and the Dividend Builder. Josh joined Morningstar in 2000 as an automotive and industrial stock analyst. After leaving in 2003 to join UBS Investment Bank as an equity research associate, he returned to Morningstar in 2004 to develop DividendInvestor.

Peters holds a BA in economics and history from the University of Minnesota Duluth and is a CFA charterholder. He is also the author of a book, The Ultimate Dividend Playbook, which was released by John Wiley & Sons in January 2008.

 
Investment Strategy

The goal of the Builder Portfolio is to earn annual returns of 11% - 13% over any three-to-five year rolling time horizon. We further seek to minimize risk, as defined by the probability of a permanent loss of capital. For our portfolio as a whole, this goal is composed of:

2% - 4% current yield
8% - 10% annual income growth

The goal of the Harvest Portfolio is to earn annual returns of 9% - 11% over any three-to-five year rolling time horizon. We further seek to minimize risk, as defined by the probability of a permanent loss of capital. For our portfolio as a whole, this goal is composed of:

6% - 8% current yield
2% - 4% annual income growth

 
About Josh Joshs Photo
Josh Peters, CFA
Equities Strategist and Editor
Equities strategist Josh Peters is the editor of Morningstar DividendInvestor, a monthly newsletter that provides quality recommendations for current income and income growth from stocks, and manager of DividendInvestor's model dividend portfolios, the Dividend Harvest and the Dividend Builder.
Featured Posts
January 2015 Issue Ready for Download
The January 2015 issue of Morningstar DividendInvestor is now available for download on our website. Just click this link to reach the PDF download page: http://mdi.morningstar.com/Newsletter.aspx.

Though in recent years I've devoted my January issue to a review of the year's dividend growth and a preview of the year to come, that topic is on hold until next month. Instead, this month's cover story considers the implications of the recent plunge in crude oil prices. Thanks to our cautious, dividend-focused approach to this cyclical sector, I think our portfolio holdings are well positioned to weather the downturn. I may even look to expand our exposure to the energy sector as valuations have become more attractive, but I certainly won't relax my standards when it comes to risk.

You'll also find the latest news and perspectives for our Builder and Harvest portfolios, updated profiles for current holdings Chevron CVX and Kraft Foods Group KRFT, and reviews of Bellwethers members Eli Lilly LLY and new member Taubman Centers TCO.

If you have any problems downloading the PDF or other subscription-related questions, please send us an email at newslettersupport@morningstar.com.

Best regards,

Josh Peters, CFA
Director of Equity-Income Strategy
Editor, Morningstar DividendInvestor
 
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