Ep. 88: Build It Right — The Dividend-Growth Core, Honest Income Math & Buying With a Margin of Safety

4 distinct sources, theme = build a dividend portfolio right (anchor, grow income, buy with discipline). (1) Dividend Rocket SCHD 15-yr projections — dividend-growth core (payout doubles ~every 7yr at ~10.4% CAGR) + a simple core-satellite ETF portfolio (SCHD+OVL core, high-yield satellites ARDT/NVII, cash ballast). (2) 24/7 Wall St 'gasoline-forever' portfolio — frame an expense as an income target; a 3.5% grower compounding ~7%/yr (~$5,900 by yr10, ~$11,600 by yr20) overtakes a static 10% payer that stays flat. (3) Dividend Talks 'Wall St buying these 10' — margin-of-safety ranking; institutional buying != cheap; buckets: great-biz/wrong-price (AMAT,CAT,COST), fair (JNJ,KO,XOM,GOOGL), actually-interesting value (LMT 16% MoS, KR 22% MoS, AT&T ~9x earnings/5% yield/23% MoS); JPMorgan: rally healthy if earnings drive it, dangerous if multiples do. (4) Investing Lawyer 5 safe dividend stocks — AVGO (0.7%,16yr), ABBV (3.2%,12yr), PEP (4.0%,54yr King), MCD — safe = moat+streak+coverage not yield. Editorial steer: dividend GROWTH over headline yield; margin of safety over chasing; quality over yield.