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Arbor Dividend Value Builder Newsletters

The Dividend Value Builder, home of the Dividend Analyzer, is a quantitative approach to discovering, evaluating,  and comparing stocks without emotional bias. Our dividend checklist takes into account 30+ different quantitative and qualitative metrics related to paying and growing dividends for shareholders. 

The Arbor Dividend Analyzer uses the most important metrics to arrive at a Dividend Safety Score (33 Points), Profitability & Growth Score (33 points), and a Valuation Score (34 points). The median total score for the 250+ stock database is 50. This provides you a solid foundation from which to examine and compare stocks for possible inclusion in your portfolio.

The Dividend Value Builder Analyzer Newsletter is published the third full weekend of each month. Features include Key Market Statistics, Ken’s Commentary, every DVB database stocks Dividend Safety, Profitability & Growth, and Valuation Scores, and the top Dividend Analyzer stocks by sector. Includes 12 monthly issues.

The Dividend Value Builder Portfolio Newsletter is published the first full weekend of each month. Three portfolios, the DVB Foundation Portfolio, the DVB Dividend Growth Portfolio, and DVB High Income Portfolio are detailed including Dividend Analyzer Scores and one page summaries for each stock in the portfolios. Includes 12 monthly issues plus e-mail notification of portfolio changes.

Dividend Value Builder PORTFOLIO Newsletter

  • 10 Day Free Trial (literally no payment for 10 days)

    Get My Conservative Approach to Dividend Investing Laid Out in  Easy to Duplicate Portfolios!

    Three Dividend Value Builder Portfolios Using Value Investing Strategies Inspired by Benjamin Graham
  • Three Dividend Value Builder Portfolios:
    Foundation Portfolio
    Dividend Growth Portfolio
    High Income Portfolio
  • E-mail Notification of Portfolio Changes
  • Total # of Portfolio Stocks Flexible Depending on Current Valuations

    Low Annual Membership Guaranteed to Never Increase (Current Members)
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Dividend Value Builder ANALYZER Newsletter

  • 10 Day Free Trial (literally no payment for 10 days)
  • Discover, Evaluate, and Compare Stocks Without Emotional Bias
  • Key Market Statistics
  • Ken's Commentary on Dividend Investing
  • Dividend Safety Score, Profitability & Growth Score, and Valuation Score for Every DVB Stock (250+), Every Month
  • Top Dividend Analyzer Stocks By Sector
  • The Dividend Analyzer and How to Compare Quality Dividend Stocks
  • Low Annual Membership Guaranteed to Never Increase (Current Members)
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AAAMP Value Newsletter

Arbor Asset Allocation Model Portfolio (AAAMP) Portfolio

Deep Value / Margin of Safety

The AAAMP Value Newsletter provides members with a global deep value asset allocation portfolio for easy implementation. I take on the task of measuring risks and assessing opportunities as we seek global diversification and finding the best risk/reward asset allocation and individual investments in the world. I do the work, you stay in control!

The Arbor Asset Allocation Model Portfolio (AAAMP) is an active, real-time, global, deep value portfolio with maximum flexibility. It has a 17+ year track record of low volatility and outstanding returns. No limits or conditions are placed on asset allocation, geography, or individual stock selection.

There is no set schedule for publication. AAAMP Updates and Trade Alerts (avg. 3 - 4 per month) are e-mailed to members and are dictated by market conditions. Before I make a change in the AAAMP, members receive a concise and specific trade alert.

Market volatility provides opportunities to buy bargains and sell overpriced assets. Our goal is to purchase investments for less than their real worth because we believe that is the best approach to achieve above average returns with less than average risk.

Our approach is to invest defensively when valuations are high. However, we want to be ready (emotionally) and able (cash!) to invest more aggressively when a margin of safety exists. This reduces portfolio volatility and allows us to avoid large drawdowns that destroy long term returns.



AAAMP Value Newsletter

(Monthly Membership)
  • 10 Day Free Trial - Pay Nothing For 10 Days

    AAAMP Global Deep Value Portfolio Updates & Trade Alerts

    Invest With A Margin of Safety Using Value Investing Strategies Inspired By Benjamin Graham

    Personalized Service - Contact Me Anytime
Join Now!

AAAMP Value Newsletter

(Quarterly Membership)
  • 10 Day Free Trial - Pay Nothing For 10 Days
  • Saves 23% over Monthly Membership

    AAAMP Global Deep Value Portfolio Updates & Trade Alerts

    Invest With A Margin of Safety Using Value Investing Strategies Inspired By Benjamin Graham

    Personalized Service - Contact Me Anytime
Join Now!

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AAAMP Value Newsletter Member Testimonials

If you're anything like me, you want to have a guy like Ken Faulkenberry on your team. Ken is someone I can trust to make wise decisions based on a wise strategy and hours of detailed research and analysis.

I like Ken's strategy. He's a value investor, only picking stocks that have "a margin of safety" as he puts it. He is excellent at keeping a diversified balanced portfolio with allocations based on market conditions. He makes wise choices of when to get in and when to get out. One thing I really appreciate about Ken's style is that he personally owns the stocks he recommends.

Besides the wealth of analysis information he provides to his members, he also provides personalized service. I can count on Ken for answers to my endless stream of questions. I usually get a quality response back from Ken the same day. Even when I know we're going to disagree, I know I can count on Ken to give me a straight answer.

The bottom line, I'm quite satisfied with the performance of my portfolio, thanks to Ken and his conservative strategies.
Stephen Terry

No one can predict the market, but Ken can help you improve your odds, reduce volatility, and make informed decisions on stock purchases. Ken is my "Cliff Notes" to the market so I can focus on other things. He is an excellent guide that leaves me in full control of my assets and eliminates emotional trading mistakes. If slow and steady is your motto, Ken is your guy.
Edward C.,
Chicago, IL 

In addition to being a great guy, Ken is one of the best financial advisors I have ever worked with. But don’t take my word for it. Look at his long term record. No fancy money schemes – just information that provides consistent growth regardless of what the markets are doing. I highly recommend Ken and the Arbor Investment Planner.
John Vencil
San Diego, CA

Any serious investor looking to build wealth in the stock market will find tremendous value from the Arbor Investment Planner. Ken's easy-to-follow and deeply informative newsletters provide insightful analysis on which stocks would be in my portfolio. Not to mention, the returns of the AIP's portfolio are down-right phenomenal!
Mitchell Mauer

Ken follows a proven conservative strategy that consistently outperforms the S&P 500. His newsletter is outstanding.
Dale Johnsen
Westlake Village, CA

As a fellow financial advisor/portfolio manager I have admired Ken’s AAAMP service for a while and have subscribed to it. Ken sticks to the tried and tested investment principles and has insights that are extremely valuable to his clients. When the economy and the stock market is undergoing upheavals, Ken stands apart as a voice of reason. Highly recommended.
Shailesh Kumar
Founder, Value Stock Guide

I would like to think of myself as “enlightened”. I studied hard in school, worked hard for my first employer, took great chances when I started my own business, and have put in very long hours over many years growing that business.

In my field I am one of the best in the country. But my field isn’t investing. With all the risk taking I am involved in with the day to day running of my small business, I realized that I need a methodical, well thought out conservative approach to investing. You see, it’s a strange paradox. The same quick thinking and fast response that has served me so well in 31 years of developing my award winning design company is exactly what I don’t want in my investment decisions.

That is why I was so relieved when I met Ken Faulkenberry and became acquainted with Arbor Investment Planner. His investment newsletter is perfect for someone like me that needs a sure, steady advisor whispering in my ear while I spend most of my day trying to sift through what’s important, what’s critical and what is just noise.

I would strongly suggest that you employ the great counsel of Mr. Faulkenberry. Anyone who is a decision maker knows that good information is the key to great decisions. I was lucky enough to find a source of great information, and I whole-heartedly recommend to anyone who is looking for great insight and solid counsel about their investments to become acquainted with Ken Faulkenberry’s Arbor Investment Planner.
Michael Shawn Kelly
Spring, Texas
Mirror Lake Landscapes, Pools, and Waterfalls

Arbor ETF Portfolios Newsletter

  • 10 Day Free Trial - You don't pay anything for 10 days.

    3 Real-Time Portfolios:
    Arbor ETF Conservative Portfolio
    Arbor ETF Dividend & Income Portfolio
    Arbor ETF Aggressive Portfolio

    Lock In the Low Rate of $40/year Forever!

    The Vast Majority of Our ETFs Trade Commission Free at Fidelity Investments.

    All ETFs offer Ultra Low Fees & Expenses.

    Easily Duplicated With $2500, or even less

    Selected ETFs From 30 Different Diverse Global Investment Universe ETFs

    Low Price To Benefit Starter Investors!

    Membership Price Guaranteed to Never Increase For Charter Subscribers
Get Started Now!
Tortoise & Hare

Arbor ETF Portfolios

The Arbor ETF Portfolios are real-time portfolios consisting of Exchange Traded Funds (ETFs) that are ultra low fee with the vast majority trading commission free at Fidelity Investments. These portfolios are especially beneficial as starter portfolios and can be easily duplicated with portfolios of $2500, or even less.

The Arbor ETF Conservative Portfolio is a real-time global universe portfolio employing an adaptive asset allocation, exclusively using value investing strategies.

The Arbor ETF Dividend & Income Portfolio is a real-time global universe portfolio employing an adaptive asset allocation highly concentrated in dividend and fixed income ETFs. The portfolio will tilt its asset allocation toward equities when valuations are bargains and toward fixed income when equity valuations are high.

The Arbor ETF Aggressive Portfolio is a real time global universe portfolio employing an adaptive asset allocation with value investing strategies plus momentum metrics. The core base of the portfolio is similar to the Arbor ETF Conservative Portfolio. However approximately 25% of the portfolio is based on value and momentum metrics. The goal is to be more heavily invested when equities are rising and more heavily in conservative assets when equities are declining.

While Arbor Investment Planner has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability, or completeness of third-party information presented herein. The sole purpose of this analysis is information. Nothing presented herein is, or is intended to constitute investment advice. Consult your financial advisor before making investment decisions.

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