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 DividendInvestor's model dividend portfolio, the Dividend Select Portfolio. 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

Dividends are for everyone regardless of age. The outcome of owning dividend-yielding stocks is the key variable-higher-yielding stocks with safe payouts being less risky while affording investors who don't need current income the ability to reinvest/reallocate the capital.

The goal of the Dividend Select 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:

3% - 5% current yield
5% - 7% annual income growth

 
 
Apr 21, 2015
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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.Josh manages DividendInvestor's model dividend portfolio, the Dividend Select Portfolio.
Featured Posts
May 2015 Issue Ready for Download
The May 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.

My cover story this month addresses the recent strength of the U.S. dollar, which has taken a toll on earnings and even dividend growth for several of our holdings. I don't use multinational or foreign stocks to make bets on foreign exchange rates. Instead, I'm willing to accept a certain amount of currency risk in order to own high-quality stocks like Philip Morris International PM. (My comments regarding Philip Morris were written before its first-quarter results were reported last Thursday, though the stock's strongly positive response seems to validate my view of the situation.)

You'll also find a recap of recent developments for our Dividend Select portfolio, updates for holdings Emerson Electric EMR and Johnson & Johnson JNJ, a special report on the reinvigoration of General Electric's GE industrial businesses, and a profile of Income Bellwethers member AGL Resources GAS.

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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