Diagnose, Design, and Deploy
If you’re like most DIY dividend investors I talk to, you’re asking yourself some version of:
“Is my portfolio really set up to pay me reliably in retirement, or am I just hoping?”
Between rate changes, wars, inflation, and recession headlines, it’s easy to second-guess every buy, sell, and withdrawal decision.
To answer those questions, we use DSR tools* and a 3-step action plan to diagnose, redesign, and deploy a stronger dividend portfolio.
- Diagnose your current portfolio
- Get a global view (all portfolios together), your current dividend income and diversification, and the gap between where you are and what you’ll need.
- Review the sector and position concentration to see where the real risks are.
- Identify common investment traps and how to spot them in your portfolio.
- Design a stronger portfolio
- Use the DSR Stock Screener, Stock Cards, and model portfolios to identify what to keep, what to review, and what to replace.
- Design clear buy, sell, and portfolio management rules so you never hesitate again.
- Build a short list of better candidates to fill your weak spots.
- Get ready to deploy your dry powder.
- Deploy a simple 90-day action plan
- Leave with a one-page plan: your top 3 moves, rules for new buys, and when you’ll review your holdings.
- No theory. Just a checklist you can follow.
Watch the video now to get this guidance, and pause anytime to work through it at your own pace.
Download the Portfolio Reset Workshop Fillable PDF.
Waiting is a losing game. Reset your portfolio now.
*You can implement the same process without DSR tools, it will simply require more time.