Wealth Systems: Dividend A Day, Part VI
Building the Ultimate Income Portfolio
Even from my earliest days on Wall St I noticed that our most successful teams used systems for everything:
capturing information
processing it into decisions
communicating + project management re: those decisions
Similarly, the clients whose net worth was growing the fastest also acted in the most systematic ways… they rarely had old money in their family or massive fortunes to inherit or leverage.
Instead they built wealth engines.
…and then they worked diligently to integrate them into vast wealth systems.
We’re deconstructing and then rebuilding 5 wealth engines used by affluent families to increase their wealth.
Our work will be piece-by-piece so we can understand how the components work independently, and in the aggregate as a system.
Wealth Engines:
Current Income ←this series
Options
Direct Lending
Direct Investing
Information Product/Service Offering
In this post we’re going to finish listing the 90 companies in the Wealth Systems: Dividend a Day portfolio.
We covered investment criteria in earlier parts, particularly Part II and Part III, but all of these companies provide dividends, and most have very favorable cash flow dynamics.
The plan is to get this first engine running, and then leverage it to power the Options strategy, which also generates yield.
Then we’re going to direct this cash flow into the construction of 3rd, 4th and 5th income producing engines.
The full portfolio is going to be listed in the Wealth Systems Portfolio page which paid members have access to. We're also going to start adding research to the Research Vault on each of these companies and paid members will be getting updated portfolio compositions quarterly.
Let’s begin.