Income Builder is an investment newsletter that focuses mostly on income-producing investments, such as dividend-paying stocks and bonds. Through its model portfolio, the newsletter addresses asset allocation, the macro picture, security selection, technical analysis and practical tips on managing a portfolio.
Investment objective: The model portfolio seeks to achieve a long-term rate of return that is 50-100 basis points above inflation while emphasizing capital preservation. Although income-oriented securities are the primary focus, 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 an executive summary on the first page and a list of specific portfolio actions on the last page. In between, the Bulletin provides commentary and analysis on individual securities, sectors and asset classes.
Stephen P. Percoco is a security analyst with more than 33 years of experience. He was trained in credit analysis at a major commercial bank, worked on Wall St. as a high yield debt analyst and has been independent security analyst for more than 25 years. He has also served as editor and publisher of Income Builder for the past 15 years.
Bulletin 1454, May 2, 2017 (298 kb)
Bulletin 1455, May 27, 2017 (307 kb)
Bulletin 1457, July 20, 2017 (484 kb))
Contact us directly for a discussion and analysis of performance data and for other questions.