DivAgent Research

Dividend Investing Guides

Data-driven frameworks and risk-first analysis for income investors. No hype, no shortcuts — just the evidence.

The DivAgent Letter

Weekly dividend intelligence — free in your inbox.

All Guides

Available

The $1000/Month Blueprint

A step-by-step framework for building $1000/month in dividend income from any starting account size.

Available

The Annual Audit Workbook

A printable 30-page year-end audit framework for dividend portfolios. Catch yield traps and NAV erosion before they cost you.

Available

Covered Calls Decoded

The complete framework for understanding covered-call ETFs (JEPI/JEPQ/QYLD/SPYI) — when they work, when they fail, how to pick.

Available

The Dividend Tax Optimizer

Account placement, ROC handling, Section 1256 strategies, and state-specific tax planning for dividend income.

Available

FIRE Dividend Accelerator

The W2-replacement transformation guide. Bridge accumulation to dividend income with a 5-year glide path.

Available

NAV Erosion Forensics

The forensic framework for detecting NAV erosion in high-yield ETFs before you buy. Includes 12-ETF case studies.

Available

The Retirement Income Playbook

Coordinate Social Security, RMDs, and dividend income without leaving $47,000 on the table.

Available

The Risk Spectrum Constructor

Build a dividend portfolio across the 5-Tier Risk Spectrum. Match income goals to risk tolerance.

Available

The YieldMax Handbook

The complete guide to YieldMax option-income ETFs. Which to own, which to avoid, how much to allocate.

Available

The Yield Trap Detector

A 30-page risk-first framework for identifying yield traps before they cost you thousands.

Why DivAgent Guides?

Every guide is built on real data, not opinions. We analyze actual fund performance, NAV erosion patterns, and distribution history to give you frameworks that work.

Data-First Analysis

Real fund data and case studies, not theoretical models.

Risk-First Frameworks

Every strategy starts with understanding what you can lose.

Actionable Checklists

Step-by-step processes you can apply to your own portfolio today.