Dividend Value Builder Services

Ken Faulkenberry - My Philosophy

My investment philosophy is not built around predicting the future—it is built around preparing for it. Rather than trying to forecast interest rates, inflation, or market cycles, I seek to build portfolios that can withstand a wide range of economic outcomes while preserving capital and purchasing power. The objective is not to maximize returns in any single environment, but to achieve attractive long-term returns with less risk of permanent loss.

This philosophy emphasizes diversification across asset classes, maintaining adequate liquidity, investing with a margin of safety, and preserving the flexibility to capitalize on opportunities when markets become dislocated. Because every investor has different financial goals, income needs, and tolerance for risk, I offer seven distinct model portfolios spanning a broad range of investment objectives—from capital preservation and income to global value and aggressive growth. Successful investing is often less about making bold predictions than ensuring your portfolio is positioned to prosper regardless of what the future brings.

Selecting dividend stocks can be difficult and time consuming. A Dividend Value Builder Premium Membership provides a time saving approach to discover, compare, and evaluate dividend stocks and ETFs without emotional bias. We analyze companies with fundamental quantitative analysis to estimate an intrinsic value and compare it the the current price. This provides us with a margin of safety and estimate of forward returns as the stock price gravitates toward intrinsic value over time. Each of our stocks is evaluated and receives a risk / stability grade (macro & micro) and a quality grade specific to the company.

An AAAMP Portfolios membership (see below) provides a disciplined investment management and research service designed to help investors build diversified portfolios based on valuation, risk management, and long-term asset allocation principles rather than market forecasts or emotions. The service offers multiple real-time model portfolios tailored to a wide range of investment objectives and risk tolerances, combining global equities, hard assets, inflation-protected securities, and short-term income investments. AAAMP emphasizes intrinsic value, margin of safety, capital preservation, and diversification, supported by ongoing portfolio updates, trade alerts, and allocation guidance designed to help investors navigate changing market conditions through a structured, rules-based process.

Discover, Compare, and Evaluate Stocks.

Disclaimer
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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