Snowball logo
logo

Snowball Analytics Blog

12 US Options ETFs With ZERO NAV Erosion
Cashflow King
Cashflow King
4 quarters ago
12 US Options ETFs With ZERO NAV Erosion
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

61
S&P DOWN 20%: What Happens to My Income?
Armchair Income Blog
Armchair Income Blog
4 weeks ago
S&P DOWN 20%: What Happens to My Income?
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

2
14% Yield After the Crash: I'm Buying ASGI
Armchair Income Blog
Armchair Income Blog
5 days ago
14% Yield After the Crash: I'm Buying ASGI
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

CEFS Goes to 12%: Great News or a Warning Sign?
Armchair Income Blog
Armchair Income Blog
3 weeks ago
CEFS Goes to 12%: Great News or a Warning Sign?
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

4 Ways I’m Preparing My Income Portfolio for a 50% Crash
Nim
Nim
last quarter
4 Ways I’m Preparing My Income Portfolio for a 50% Crash
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

18
Investing, Retirement & a Big Change for Dave
Armchair Income Blog
Armchair Income Blog
2 months ago
Investing, Retirement & a Big Change for Dave
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

2
🌎 How to Build a Better Investing Ecosystem
Ryne Williams
Ryne Williams
2 months ago
🌎 How to Build a Better Investing Ecosystem
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

The Throne of Compounding: Dividend Kings vs. Aristocrats (The Ultimate Guide)
Kfir Aharon
Kfir Aharon
4 quarters ago
The Throne of Compounding: Dividend Kings vs. Aristocrats (The Ultimate Guide)
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

2
UTF 8% Yield: Is This Infrastructure Dip a Buying Opportunity?
Armchair Income Blog
Armchair Income Blog
last month
UTF 8% Yield: Is This Infrastructure Dip a Buying Opportunity?
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

Can You Really Live on 8% Investment Income Forever?
Armchair Income Blog
Armchair Income Blog
2 weeks ago
Can You Really Live on 8% Investment Income Forever?
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

🚨 BIG NEWS For Realty Income (O)
Ryne Williams
Ryne Williams
4 quarters ago
🚨 BIG NEWS For Realty Income (O)
Realty Income (O​) announced a pretty big deal earlier this week, and as both a Las Vegas local and a shareholder, I’m pretty excited about it. They’re ​investing $800 million into CityCenter in Las Vegas​, which includes the ARIA and Vdara hotels lo

4
Pimco Funds (12% Yield) Are Down: Time to Buy?
Armchair Income Blog
Armchair Income Blog
last quarter
Pimco Funds (12% Yield) Are Down: Time to Buy?
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

4