Income Investing

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

Leave a Comment / Closed End Funds / Shailesh Kumar, MBA / April 3, 2025

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 […]

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How to Build a Dividend Growth Fortress That Survives Any Recession

Leave a Comment / Dividend Growth Stocks / Shailesh Kumar, MBA / April 2, 2025

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

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

Leave a Comment / Income Investing / Shailesh Kumar, MBA / March 31, 2025

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

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

Leave a Comment / Real Estate Investment Trusts / Shailesh Kumar, MBA / March 26, 2025

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

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

Leave a Comment / Business Development Companies / Shailesh Kumar, MBA / March 25, 2025

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

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

Leave a Comment / Dividend Stock Screen / Shailesh Kumar, MBA / March 17, 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

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Building an Income Factory Portfolio in 5 Steps

Leave a Comment / Income Factory / Shailesh Kumar, MBA / March 11, 2025

Transforming Your Portfolio into a Cash-Generating Machine We know that compound interest is the 8th wonder of the modern world, and with consistent compounding, our portfolios can grow significantly given enough time. However, investing today places a great deal of focus on buying stocks that appreciate in value, and not much on buying investments that

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5 Best Mid Cap Dividend Growth Stocks in the Market Today – March 2025

Leave a Comment / Dividend Stock Screen / Shailesh Kumar, MBA / March 6, 2025

Dividend growth investing has been a reliable wealth creator for a large number of investors over the years. There is something magical about compound interest, and when it kicks in, the portfolio growth seems to take on a life of its own. Generally when we discuss dividend growth stocks, we expect them to be slow

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Using Leverage Responsibly in an Income Factory Portfolio

Leave a Comment / Income Factory / Shailesh Kumar, MBA / March 3, 2025

Introduction: The Power and Peril of Leverage Many investors live and die by margin. I generally advise investors to avoid margin in most cases since there is sufficient market risk and black swan event risk to wipe out your portfolio, if things do not go your way. When things are working, of course, leverage can

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Investing in REITs: A Value Investor’s Perspective

Leave a Comment / Real Estate Investment Trusts / Shailesh Kumar, MBA / February 3, 2025

Introduction: Why Should Value Investors Care About Investing in REITs? When value investors think about undervalued assets, they typically focus on stocks trading below their intrinsic value. But the same principles apply to investing in REITs. While many investors view REITs purely as income-generating vehicles, they can also present compelling value opportunities when mispriced by

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