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.

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The $1000/Month Blueprint

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

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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.

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Covered Calls Decoded

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

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The Dividend Tax Optimizer

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

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FIRE Dividend Accelerator

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

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NAV Erosion Forensics

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

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The Retirement Income Playbook

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

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The Risk Spectrum Constructor

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

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The YieldMax Handbook

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

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The Yield Trap Detector

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

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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.