Built Exclusively For
A custom strategy to turn 84,800 subscribers and the strongest proof narrative in dividend investing into $150K+/year beyond dividends.
Watch this first to see how all the pieces connect
I spent the last week inside your world. Your YouTube channel. Your Discord. Your Patreon. Your podcast. Three things stood out:
I analyzed all 7 of your direct competitors. Here's what I found:
| Creator | Subs | Patreon Price | Has Ads? | Has Email? | Has Course? | Has Landing Page? |
|---|---|---|---|---|---|---|
| GenExDividendInvestor | 84.8K | $1.95-$49.95 | No | No | No | No |
| Joseph Carlson | 700K | $10/mo | No | No | No | No |
| Dividend Bull | 173K | $12/mo | No | No | No | No |
| Dividendology | 200K | $3/mo | No | No | No | No |
| Dividend Experiment | 111K | Unknown | No | No | No | No |
| PPC Ian | 88K | $3/mo | No | No | No | No |
| Andrei Jikh | 2.7M | $4-8/mo | No | No | No | No |
A complete email infrastructure built around your strongest asset: your proof. Lead magnet, landing page, and a 7-email nurture sequence written in your voice, based on 60 audience quotes we collected from Reddit, Bogleheads, and Discord.
You have 84,800 YouTube subscribers and 11,137 Discord members. None of them are on an email list.
YouTube can change its algorithm tomorrow. Discord can ban servers. Patreon can change its terms. Your email list is the only audience you truly own.
Nobody in the dividend investing space has an email list. You would be the first.
Title: "The 5-Stock Dividend Starter Portfolio I'd Build Today Starting From Zero"
Why this works:
Format: PDF download (3-5 pages). Clean. Simple. Your 5 stock picks with a one-paragraph rationale for each. Include a dividend growth chart showing what the portfolio becomes over 10, 20, 30 years.
Above the fold:
Below the fold:
Once someone downloads the lead magnet, they enter this sequence:
| # | Day | Subject | Goal |
|---|---|---|---|
| 1 | 0 | "Here's your 5-stock portfolio" | Deliver value |
| 2 | 2 | "How I retired at 43 from dividends" | Build trust |
| 3 | 4 | "The 3 mistakes that cost dividend investors thousands" | Agitate pain |
| 4 | 7 | "What $500/month becomes in 10 years" | Build desire |
| 5 | 9 | "Why 'just buy VTI' is wrong for income investors" | Handle objection |
| 6 | 11 | "Inside the world's largest dividend Discord" | Social proof |
| 7 | 14 | "Two ways I can help you build your dividend income" | Convert |
This is before ads, before course sales, before mastermind. Just organic email capture from your existing YouTube traffic.
Zero dividend investing creators run paid ads on Meta. The entire niche is organic-only. We've written 10 ad hook concepts using language pulled directly from your audience on Reddit, Discord, and Bogleheads. First-mover advantage in a market with zero competition.
I checked the Meta Ad Library for every competitor in your space. Nothing. Nobody is buying traffic for "dividend investing," "passive income from stocks," "dividend portfolio," or any related keyword.
The cost to reach this audience is at its lowest point. No competition for attention. No bidding wars. As soon as one of your competitors figures this out, costs go up.
Each uses language pulled directly from your audience (Reddit, Discord, Bogleheads):
Hook 1 (Data-Led):
"$12,619. That's what my dividends paid me last month. I haven't sold a single share."
Hook 2 (Contrarian):
"Everyone says 'just buy VTI.' I retired at 43 from dividends. Here's why they're wrong."
Hook 3 (Before/After):
"30 years ago, I started with nothing. Today, my dividends cover every expense my family has."
Hook 4 (Fear-Based):
"AT&T slashed dividends by 50% in 2022. Yield-chasers lost 30% overnight. Here's how to pick stocks that don't cut."
Hook 5 (Identity):
"If you own SCHD, O, or JEPI, you need to hear this from someone who's been doing this for 30 years."
Hook 6 (Curiosity):
"I'm showing you my actual multi-million dollar Fidelity portfolio. Here's what I hold and why."
Hook 7 (VOC-Driven):
"Feeling behind on your dividend portfolio? I started feeling the same way. Then I built a system."
Hook 8 (Objection-as-Hook):
"'Dividends are irrelevant.' Tell that to my $150K/year passive income."
Hook 9 (Question):
"How much would you need invested to earn $5,000/month in dividends? The answer is less than you think."
Hook 10 (Community):
"11,000 dividend investors from 85 countries. No fluff. No hype. Just people building income."
Each hook leads to your lead magnet landing page. Not to YouTube. Not to Patreon. To the email capture page.
| Metric | Conservative | Moderate |
|---|---|---|
| Daily ad spend | $50 | $100 |
| Monthly spend | $1,500 | $3,000 |
| Cost per lead | $3-5 | $2-4 |
| Leads per month | 300-500 | 750-1,500 |
| 5% to Champion ($4.95) | 15-25 new members | 38-75 new members |
| Course sales (1% x $297) | $891-$1,485 | $2,376-$4,455 |
Month 1 is break-even or slightly negative. By Month 3, your email list compounds. By Month 6, you're profitable at 2-3x ROAS.
The real value: you're building an email list of 3,000-9,000 dividend investors in 6 months. That list is worth $50K-$150K/year when properly monetized.
Your current Patreon tiers are significantly underpriced. Dividend Bull charges $12/month with Vanguard credentials. You retired from dividends at 43. Your proof is stronger. Your price is lower. We've designed a complete offer stack: repriced tiers, a $297 course, and a $197/month mastermind.
| Tier | Your Price | Closest Competitor | Gap |
|---|---|---|---|
| Champion | $1.95/mo | Dividendology $3, Dividend Bull $12 | 2-6x below market |
| Aristocrat | $9.95/mo | Joseph Carlson $10 | Competitive but underpackaged |
| King | $49.95/mo | Nobody (no competitor has high-ticket) | Unique but limited to 1 slot |
No one in the entire niche offers a structured course. Here's the curriculum:
| Module | Title | Content |
|---|---|---|
| 1 | Foundation | Dividend investing vs growth vs index. Why income investing works. |
| 2 | Stock Selection | How to evaluate dividend stocks. Payout ratio, growth rate, free cash flow. |
| 3 | Avoiding Traps | Yield traps, dividend cuts, unsustainable payouts. AT&T case study. |
| 4 | Building Your Portfolio | Sector allocation. Diversification rules. Your actual portfolio as example. |
| 5 | The Compounding Machine | DRIP strategies. How $500/month becomes $X over 10/20/30 years. |
| 6 | Tax Efficiency | Qualified vs ordinary dividends. Tax-advantaged accounts. |
| 7 | Income Phase | Transitioning from growth to income. Living off dividends. |
| 8 | The Retirement Blueprint | Your exact process. How you retired at 43. The decisions that mattered. |
Small group of 10-20 serious investors:
Revenue projection: 15 members x $197/month = $2,955/month
| Revenue Source | Current Est. | With Infrastructure | Increase |
|---|---|---|---|
| YouTube ad revenue | $2,000-$4,000/mo | $2,000-$4,000/mo | No change |
| Patreon (repriced) | $1,000-$4,000/mo | $2,000-$6,000/mo | +$1,000-$2,000 |
| Course sales | $0 | $2,970-$4,455/mo | +$2,970-$4,455 |
| Mastermind | $0 | $2,955/mo | +$2,955 |
| Email monetization | $0 | $500-$1,000/mo | +$500-$1,000 |
| Total | $3,000-$8,000/mo | $10,425-$18,410/mo | +$7,425-$10,410 |
These results are from a specific engagement and aren't typical. Your results depend on your audience, offer, and execution. But the systems we build are reusable.
Step 1: We deliver 40+ hours of custom research, strategy, copy, and funnel mapping. Free. Before you pay anything. You're reading it right now.
Step 2: If you like what you see, we build the full system in 14 days. Ads, landing pages, email sequences, course structure, everything.
Step 3: We guarantee measurable ROI within 60 days or you get a full refund.
You evaluate the quality of our work first. Then you decide.
I spent 40+ hours researching your market, your competitors, and your audience. 7 competitors analyzed. 60 audience quotes collected. 10 ad hooks written. Full course curriculum mapped. All of it is in this blueprint. Ready to go.
Book 15 MinutesOr email me directly: lorenzo@alexodigital.com