Income Builder

Income Builder is an investment newsletter that helps investors in all facets of portfolio management. Through the Income Builder model portfolio, the newsletter covers:

1. Asset allocation;

2. The macro picture - analysis of fundamental trending in the economy and financial markets;

3. Technical analysis - analysis of short- and long-term price trends on individual securities and the broader market;

4. Security selection - concise, yet informative analysis that includes a discussion of potential risks and rewards and offers clear buy and sell actions on stocks, bonds, mutual funds and other investments that are generally available to individual investors;

5. Practical tips on managing a portfolio - including buying and selling securities from broker-dealers, low-cost information sources, how to evaluate prospective investments and portfolio structuring.

Primary investment objective: The Income Builder model portfolio seeks to achieve a long-term rate of return that is 50-100 basis points above inflation while maintaining a focus on capital preservation. Although income-oriented securities, such as bonds and higher dividend-paying stocks are a major focus, a segment of the portfolio also includes speculative investments, such as small- or micro-cap stocks.

Income Builder is published monthly in a concise readable format. Each Bulletin has a summary of major points on the first page and a list of specific portfolio actions taken on the last page. In between, the Bulletin provides commentary and analysis on specific asset classes, sectors and individual securities.

Stephen P. Percoco, the editor and publisher of Income Builder, is a security analyst with more than 25 years of analytical experience. He was formally trained in credit analysis at a major commercial bank, worked on Wall St. as a high yield debt analyst and has evaluated equity securities for more than 17 years. He has been publisher of Income Builder for the past nine years.

Download Free Sample issue:
Bulletin 1363, December 15, 2011, 115 KB

Fixed Income Investing:
Bulletin 132 1, June 30, 2009, 265 KB

Total Performance of Income Builder Portfolios vs. Selected Equity Benchmarks
January 1, 2005 – December 31, 2011

	1-year	3-year	5-year
	Total	Avg. Total	Avg. Total
	Return	Return	Return
	2011	2011	2011
Dow Jones Industrials	8.4%	13.9%	1.5%
S&P 500	2.1%	14.1%	-0.3%
Nasdaq Composite	-0.8%	19.4%	2.4%

Income Builder
Equity	-1.1%	11.1%	-5.6%
Cash	0.1%	0.1%	1.4%
Fixed income	3.5%	10.8%	8.1%
Mutual funds	1.3%	1.4%	2.3%
Gold	18.3%	24.0%	22.9%
Total portfolio	1.4%	6.8%	2.4%

(Supporting figures available upon request.)

Limited Time Offer: Get a Six-Month Introductory Subscription to Income Builder for only $75.00, a 32% savings off of the Regular Price. This offer expires on February 29, 2012. You can access the subscription form here.

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