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Good morning,
With the February 2026 Deep Discount Event in effect (for now), you may be wondering:
"How can I actually use the Sure Analysis Research Database to build and compound my dividend growth portfolio?"
There are 2 primary methods you can use the Sure Analysis Research Database to build or enhance your portfolio:
- Sure Analysis Method
Build and maintain your portfolio using Sure Analysis research and rankings.
- Newsletter Method
Build and maintain your portfolio with one of the portfolio building guides in our 3 premium newsletters that are included in the Sure Analysis Research Database bundle.
#1: Building & Maintaining Your Portfolio With Sure Analysis
We analyze more than 900 income securities in the Sure Analysis Research Database so you can quickly find the best income investments that match what you are looking for, while avoiding mediocre or worse investments.
This is real analysis done by our team, not a quick computer screen. We make 3-page PDF reports quarterly for nearly all the 900 securities in our database.
Expected Total Returns
Expected total returns are central to our rankings. Our 5-year forward expected total return estimates show the expected return of each security in our database over the next 5 years on an annualized basis.
Expected total returns are made up of the only sources of return for a publicly traded investment:
- Dividends
- Valuation multiple changes
- Growth on a per-share basis
The expected total return answers the question of 'how is this stock expected to perform?' in one number.
All other things equal, higher expected total returns are better than lower expected total returns.
Dividend Risk Score
Risk is the other side of the investing equation. Our Dividend Risk Scores show which securities have the highest expected risk of reducing their dividend.
Combining Dividend Risk Scores with expected total returns means you can quickly screen for safe, high expected return securities.
Note: See our glossary to learn more about our metrics.
Finding What To Buy
In the Sure Analysis spreadsheet (which is updated daily) you can further filter for the type and style of securities you are looking for.
As an example, you may be looking for stocks with safe dividends, 4%+ yields, and that are in the utilities sector. Sure Analysis makes it easy to find such securities, and then sort by expected total return to find the best to buy now.
In this way, you can use Sure Analysis to find the best income securities that match what you are looking for to add to your portfolio.
"My goal is to invest in high quality, long-term stocks. Specifically, mostly high dividend stocks. Sure Analysis, in my opinion, is an amazing tool to build my retirement portfolio."
– Sure Analysis member
We also have Buy/Hold/Sell ratings for all the 900+ income securities in Sure Analysis.
For a security to have a Buy rating in the Sure Analysis Research Database, it must match the following criteria:
- Dividend yield + the minimum of the expected growth rate and expected dividend growth rate >= 7.0%
This criteria means we are looking for stocks that we expect to generate total returns (before accounting for valuation) of at least 7.0% annually.
- Dividend Risk Score of A or B
This criteria helps us to focus on safer dividend securities.
- Fair value price >= Price at time of report
This criteria helps us to focus on securities we believe are trading at fair or better prices.
- Years of dividend growth > 0
Requiring at least 1 year of dividend growth screens out any securities that aren't currently dividend growers.
The rationale behind our buy signals can be summed up as high quality dividend growth stocks trading at fair or better prices.
But buying is only half the battle. When to sell is also critically important.
Note: Stocks that are neither a buy or sell are a hold. This fosters long-term investing.
When To Sell
Securities with 0 years of dividend growth will automatically be given a sell rating.
We have only one sell rule to foster long-term dividend compounding while minimizing portfolio turnover via selling unnecessarily.
If a dividend is growing, we want to benefit from that growth.
And if a dividend isn’t growing, the security isn’t doing what we purchased it for, and it should be sold and replaced with an actual dividend growth stock.
Putting It Together
By finding the securities that best line up with what you are looking to buy using Dividend Risk Scores, expected total returns, and our buy ratings, you can build and maintain an income growth portfolio filled with quality investments.
"It looks like you and your staff have put a lot work in developing the Sure Dividend Research Database together. When contemplating whether to Buy, hold or Sell an investment it is the go to for the start of my research and follow-up as well. Thank you for being there and looking forward to seeking any and all information as part of my Dividend income approach investing."
– Sure Analysis member
#2: Using Our Newsletter Portfolio Building Guides
Each of our premium newsletters has a to-the-point portfolio building guide.
And the Sure Analysis Research Database bundle includes all of our current premium newsletters and special report services, including:
- The Sure Dividend Core Newsletter
Our flagship newsletter; it is balanced between yield and growth. It publishes on the 1st Sunday of the month.
(Previously $199/year)
- The Sure Dividend High Yield Newsletter
Our highest-yield newsletter. It publishes on the 2nd Sunday of the month.
(Previously $199/year)
- The Sure Dividend Growth Newsletter
Our fastest-growth newsletter. It publishes on the 3rd Sunday of the month.
(Previously $199/year)
The Sure Analysis Research Database bundle includes all of our services. These services together give you a variety of options to build and compound your dividend growth portfolio.
Newsletter Portfolio Building Guide
See the image below for our to-the-point portfolio building guide from the Sure Dividend High Yield Newsletter.
The Sure Dividend Core Newsletter and Sure Dividend Growth Newsletter also have similar portfolio building guides.
These guides simplify the process of building and compounding your high quality dividend growth portfolio over time.
"Sure Dividend has allowed me to sleep well at night and have confidence that my portfolio is being guided by good hands. The communication is top notch and my returns have been steadily rising. I have spent thousands of dollars, had every investing newsletter imaginable, and at long last I’ve finally found my investing home!"
– Sure Dividend member
Time spent managing your portfolio can be greatly reduced when using the portfolio building guides in our newsletters.
That's because we track past recommendations for sells in our newsletters. You can follow our recommendations and trade once a month or less. This means it can take as little as a few hours a month to fully manage your portfolio.
Combining Our Premium Services
You may be wondering:
"How do the different premium services and reports fit together?"
Each of our newsletters and reports cover a different aspect of income investing.
And the Sure Analysis Research Database itself is sortable for even greater ability to find the right securities for your specific investing needs.
Think of our other premium services as supplemental to the core Sure Analysis Research Database reports and analysis.
Do not feel pressured to read all of our publications; instead, pick and choose which most closely line up with your investing style and needs.
Sure Analysis gives you the flexibility and freedom to compare metrics that matter on 900+ income securities. Our newsletters complement this by showing our Top 10 selections each month for three different styles of income investing.
You can take the recommendations from our different services that best fit what you are looking for, and build your portfolio with different types of income securities.
Example #1
If you don't need as high of a starting dividend yield, and are instead looking for long-term dividend growth as your primary consideration, then the Sure Dividend Growth Newsletter's recommendations will be appealing.
Example #2
If you are looking for high yields, the Sure Dividend High Yield Newsletter's recommendations will be appealing because they all have dividend yields of 3x or greater the S&P 500's dividend yield.
Example #3
And our flagship Sure Dividend Core Newsletter offers our 'core' dividend growth investment selections for a balanced dividend growth approach.
We also send out a Top 10 email every Tuesday morning for Sure Analysis Research Database members. It includes our Top 10 securities based on expected total returns that were featured in the most recent edition of any of our 3 premium newsletters.
Instead of building your portfolio with recommendations from just one of our services, you can build a more diversified income portfolio by combining different income investing styles.
Example #4
Additionally, since there is some overlap between our newsletters, you can also look for individual securities that are featured in multiple newsletters and reports. These are securities that score highly in more than one of our different newsletter and report ranking procedures.
"I receive a couple other dividend newsletters but yours are by far the best and most user-friendly out there. More importantly, you have risk/suitability ratings, where the other newsletters seem to focus on the highest dividends and not so much on safety. Thanks for your research and service, and I look forward to transitioning much of my portfolio to safer dividend stocks moving forward."
– Sure Dividend member
When To Start
Now that you've seen how to build your rising passive income portfolio with the Sure Analysis Research Database, the next question is:
"When do I start?"
And now is the best time to start building and compounding your dividend growth portfolio because of the February 2026 Deep Discount Event.
The member-friendly details of this limited time offer are below
Details are below:
- Best Price + Future Price Increases
+ You can join SARD for just $339/year now
+ SARD will never be this inexpensive to join again
+ We will increase prices for all future promotions from the current low discounted rate of $339/year
- Member Price Lock Guarantee
Your price will never increase when you join with this offer. It will stay at just $339/year for as long as you are a SARD member.
- 60-Day Full Refund Period
Our 60-day full refund period means you can get a full refund within 60 days of your first payment if SARD isn't the right fit for you. There are no hoops to jump through; just email us at support@suredividend.com.
- Enrollment Window
+ SARD enrollment is open for the 1st time since 2/3/26
+ Enrollment ends on 2/23/26, when this offer does
+ SARD enrollment won't reopen until ~3/18/25
- No Exceptions Deadline | 2/23/26 At 8:00 PM CST
This special deep discount enrollment opportunity ends at 8:00 PM CST on 2/23/26, with absolutely no exceptions, in just:
Email me directly at ben@suredividend.com with any questions.
To your compounding dividend income,
Ben Reynolds
Founder, Sure Dividend
P.S. This Sure Analysis deep discount event ends on 2/23/26 at 8:00 PM CST. Click here now to join the Sure Analysis Research Database annual plan with the deep discount applied, while it's still available.
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