If the stock market falls 20% and stays down for a year, what happens to an income portfolio? That is one of the most important questions for retirees who prefer living off distributions instead of selling shares.
My portfolio currently yields about
The income investing world is full of beautiful lies.
The most seductive one? "Higher yield equals better returns."
Here's reality: Most high-yield options ETFs are quietly liquidating your portfolio while disguising it as "income
One of my favorite income funds just announced a major change.
CEFS, one of my top three “lazy income” investments, is increasing its distribution target from roughly 7%–8.5% to 12% of NAV annually. That's a substantial increase in cash payments
Dave, the investor behind the YouTube channel Wealth Adventures, recently became a financial advisor. In our conversation, we explored how that transition connects with retirement planning, income investing, and the challenge of balancing financial s
ASGI has gone from market darling to problem child in a matter of months.
Earlier this year, I sold the abrdn Global Infrastructure Income Fund because investors were paying an unusually high premium above Net Asset Value. That turned out to be fortu
When I first started investing, I was a sponge trying to soak up as much as I could. I was especially eager to learn since I had no experience or knowledge whatsoever coming into this.
Pretty much all of my free time in those early days went toward w
I retired in 2017 with a simple plan: pay my bills using investment income instead of selling shares.
Today, my portfolio yields approximately 11%. I spend about 8% and reinvest the remaining 3%. But why 8%? Why not settle for 5%, or push for 15%?
Af
Power demand tied to AI data centers gave utility and infrastructure stocks a powerful boost, and UTF was one of the beneficiaries. Then the Fed announced another rate increase, and the sector quickly cooled off.
That reversal raises an obvious quest
If the market fell 50% tomorrow, would your portfolio income still cover your expenses?
A 50% market decline does not automatically mean a 50% income cut.
But distributions can still fall, especially if asset values remain depressed after volatility
Stocks are up this year, and Pimco funds are down!
PCN is down around 6% over the past year, while PTY and PDI are down closer to double digits. That feels strange because these are fixed income funds, and fixed income is supposed to benefit when int
In the world of dividend growth investing, we often talk about royalty. We use terms like "Aristocrats" and "Kings" to describe companies that have achieved the holy grail of income investing: consistency.
But for the Snowball Ana
Could $500 a month in VST grow into $96K? From an explosive energy rally to a recent pullback, VST’s journey has plenty to unpack.
Hit play and discover what the numbers reveal about long-term investing!Imagine setting aside $500 a month for $VST
Stock Analysis
General
Library
