Bert Sweet
CEO and Co-owner
Bert Sweet has been passionate about investing since his 20s, exploring everything from CDs and mutual funds to stocks, futures, options, and ETFs. An engineer by trade, he brings a systems-oriented, data-driven mindset to evaluating income strategies, portfolio risk, and market opportunities. He still loves the sound of the opening bell on market days and has a growing passion for artificial intelligence—especially using AI-powered tools to uncover insights, simplify complex analysis, and help investors make better-informed decisions. Through Dividend Vision, Bert writes about dividend investing, ETFs, portfolio income, and the evolving technology shaping investment research.
Background
- 33 years retail investor
Favorite part of Dividend Vision
The https://www.dividendvision.com/assets/popular page gives me a sense of what the community is favoring. I run the https://www.dividendvision.com/assets/screener with the Distribution Safety Score to rank ETFs. And I think the most underrated section of the site is the https://www.dividendvision.com/portfolios/bargains-and-baggage; I use this often as another insight as to what ETFs/stocks may be time to let go in my portfolio.