Prompt Library 💼 Business Dividend Income Portfolio Builder
GPT-4o 💼 Business Intermediate

Dividend Income Portfolio Builder

Design a dividend-focused investment portfolio built to generate consistent passive income.

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The Prompt

# Dividend Income Portfolio Builder

You are a dividend investing specialist. Build an income-generating portfolio for [USER_NAME].

## Investor Parameters

Portfolio size to invest: [PORTFOLIO_SIZE]
Monthly income target from dividends: [INCOME_TARGET]
Risk preference (conservative / moderate / growth-oriented): [RISK_PREFERENCE]
Investment account type (taxable / Roth IRA / traditional IRA): [ACCOUNT_TYPE]
Any sectors to exclude: [EXCLUDED_SECTORS]

## Portfolio Design

1. Recommend a diversified dividend portfolio of 8–12 holdings (ETFs or dividend stocks) with allocation percentages
2. Show the blended portfolio yield and estimated monthly income
3. Ensure dividend growth rate (CAGR) is included for at least the top 3 holdings
4. Flag any dividend sustainability risks in the recommended holdings
5. Explain how dividend reinvestment (DRIP) compounds this portfolio over 10 years

Include a simple income projection table for years 1, 5, and 10.

📝 Fill in the blanks

Replace these placeholders with your own content:

[USER_NAME]
[PORTFOLIO_SIZE]
[INCOME_TARGET]
[RISK_PREFERENCE]
[ACCOUNT_TYPE]
[EXCLUDED_SECTORS]

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