Income Investing

bdc etfs

BDC ETFs vs Individual BDCs: What’s the Smarter Way to Invest?

One Basket or a Few Carefully Chosen Eggs? BDC investing can appear deceptively straightforward, and that’s exactly where many investors misstep. Exchange-traded funds (ETFs) promise diversification, ease of use, and a quick route to yield generation. For the time-starved investor, they seem like the perfect plug-and-play solution. But as every serious value investor knows, convenience […]

BDC ETFs vs Individual BDCs: What’s the Smarter Way to Invest? Read More »

closed end funds

How to Analyze Closed End Funds Like a Professional Portfolio Manager (And Avoid Getting Burned by Yield Traps)

Closed end funds (CEFs) offer high yields that catch the eye, but the real story hides behind those numbers. If you rely only on the headline yield, you risk buying into a fund that’s eroding its own capital or masking poor performance with financial engineering. Professional portfolio managers dig deeper. They examine how the distribution

How to Analyze Closed End Funds Like a Professional Portfolio Manager (And Avoid Getting Burned by Yield Traps) Read More »

dividend yield vs total return

Dividend Yield vs. Total Return: The Mistake That Costs You Millions

Income investors everywhere are familiar with the siren song of the dividend yield. Dividend yield offers comfort. It promises passive income and makes a stock feel like a steady paycheck. But if you’re chasing yield without looking at the full picture, you’re likely leaving serious money on the table. In fact, focusing on dividend yield

Dividend Yield vs. Total Return: The Mistake That Costs You Millions Read More »

preferred stock etf

How to Use Preferred Stock ETFs as a Hedge in a Volatile Market

Volatility is the one guest at your investing table that never fails to show up uninvited. It rattles your nerves, distorts valuations, and tests your resolve. But as a value investor, you don’t need to fear volatility — you need to understand how to use it. One tool often overlooked in this regard is the

How to Use Preferred Stock ETFs as a Hedge in a Volatile Market Read More »

investing in closed end funds

Why Closed-End Funds Might Be the Most Misunderstood Investment on Wall Street

Everything You Need to Know About Investing in Closed End Funds—From Discounts to Dividends and Beyond Introduction: The Opportunity Hiding in Plain Sight If you’ve spent any time exploring income investments, you’ve probably come across closed-end funds (CEFs)—and maybe skipped past them. They’re often lumped together with mutual funds and ETFs, yet behave nothing like

Why Closed-End Funds Might Be the Most Misunderstood Investment on Wall Street Read More »

dividend growth strategy

How to Build a Dividend Growth Fortress That Survives Any Recession

Why You Need a Recession-Proof Dividend Growth Strategy Today You’re not just building a portfolio. You’re building protection—against inflation, uncertainty, and the next bear market. While most investors are glued to CNBC and trading apps, worrying about when the next rate hike will crush their growth stocks, you’re taking a very different approach. You’re quietly

How to Build a Dividend Growth Fortress That Survives Any Recession Read More »

dividend etfs or stocks

Dividend ETFs vs. Building Your Own Portfolio: When to Choose Each

You want consistent, growing income. The kind that frees you from the anxiety of market volatility and makes your wealth feel real. You’ve probably considered dividend ETFs—the set-it-and-forget-it kind of investing that promises instant diversification and ease. But if you’re serious about compounding wealth through dividends, a deeper question remains: Should you build your own

Dividend ETFs vs. Building Your Own Portfolio: When to Choose Each Read More »

reit investing

REITs Done Right: How to Build Reliable Monthly Income from Real Estate Without Owning Property

I don’t know about you, but I have spend countless hours agonizing over whether real estate is a better investment than stocks. With REITs, you can invest in both in the same brokerage account. REIT investing promises the dream: steady cash flow, diversification, and real estate exposure—without the late-night tenant calls or clogged toilets. But

REITs Done Right: How to Build Reliable Monthly Income from Real Estate Without Owning Property Read More »

business development companies

The Income Engine You’re Probably Ignoring: Why Business Development Companies Deserve a Spot in Your Portfolio

As an income investor, you have very few choices to find safe, consistent income in today’s market. Treasury yields barely cover inflation. Dividend aristocrats are overpriced. And bond funds? They bleed when rates rise. But there’s a corner of the market quietly throwing off 8%–12% annual yields—backed by real businesses. If you’ve never looked into

The Income Engine You’re Probably Ignoring: Why Business Development Companies Deserve a Spot in Your Portfolio Read More »

dividend growth stocks

20 Best Dividend Growth Stocks That Large-Cap Investors Can’t Ignore – Mar 2025

The best dividend growth stocks give you a history of consistent dividend growth, nice current dividend yield, and a low payout ratio that means the dividend should keep growing in the near future. In addition, a history of EPS growth adds additional confidence that the company is well run and growing, and your investment in

20 Best Dividend Growth Stocks That Large-Cap Investors Can’t Ignore – Mar 2025 Read More »

Scroll to Top