Morningstar DividendInvestor Newsletter
Quality Recommendations for Current Income and Income Growth from Stocks
Morningstar DividendInvestor is the heir to traditional equity-income investing, generating portfolio yields of 4%-7% from stocks. DividendInvestor invests in economically advantaged companies that consistently raise their dividends and grow fast enough to keep ahead of inflation. Stock prices will fluctuate over time, but our strategy tries to minimize permanent losses of income and capital by focusing on dividend sustainability and margins of safety when purchasing stocks.
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Monthly Issues
In each issue you'll get Josh's commentary on current and potential portfolio recommendations, exclusive reports from company visits, and coverage of the market's largest dividend payers and highest-yielding stocks. Plus, in-depth editorial on income-producing industries, a roundup of significant dividend actions, and Josh's watch list of dividends he thinks are most likely to be cut or eliminated.
Our Strategy in Action
The recommendations Josh makes to his subscribers are more than just off-the-cuff remarks. When Josh says buy, hold, or sell, that is exactly what he's doing in one of his two real-money portfolios' Dividend Builder for maximum dividend growth, and Dividend Harvest for high but sustainable yields. His investment strategy is completely transparent, totally accountable and easy to implement in your own portfolio.
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Free Investing Reports
Three investment supplements written by Josh to help you make the most of your subscription by explaining the features in the newsletter and the details on our investment strategy: The DividendInvestor Owner's Manual, The Dividend Drill: Evaluating Long-Term Total Returns, Payouts in Peril: Six Signs Your Dividend Might Not Be Safe.
DividendInvestor Online
Access to
Morningstar DividendInvestor's companion Web site, where you can download the current issue before it arrives in your mailbox. You can also read Josh's running intra-issue commentary and manage your portfolio alerts.
E-mail Alerts
Whenever Josh makes a change to the portfolios you will receive an e-mail alert with complete transaction details. Josh will also e-mail you with his opinions about events and/or changes related to the companies on his watch list, as well as his thoughts on the market.
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The Morningstar Guarantee
If you are unhappy with our newsletter for any reason, cancel within 30 days of the start date by calling toll free, 1-866-910-1145 for a full refund. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.
Builder Portfolio
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
Harvest Portfolio
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
Josh Peters, Equities Strategist, Editor, Morningstar DividendInvestor
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.
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