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Q2 2026 Portfolio Review – An Income Portfolio With Solid Total Return
A -0.3% negative total return for the quarter, but double-digit yield
Jul 8
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Are CLOs’ Double-Digit Yields Worth the Pain?
A Discount-Driven Approach
May 31
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Is Private Credit a Terrible Idea for Income Investors?
Are Bdcs Investable Anew?
Apr 26
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Are Petrobras investors all dumb ? Part 2
Jun 10, 2025
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Are Petrobras investors all dumb ? Part 1
Jun 3, 2025
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Are Petrobras Investors All Dumb? Part 3 Q2 2025
Sep 2, 2025
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189 Years Old, 9% Yield — Still Buyable?
Sep 23, 2025
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Double Digit Yield in Germany?
Feb 2
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Are Petrobras Investors All Geniuses?
Mar 22
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How I Built a 12% Yield Portfolio That Returned +30% in 15 Months While Beating SP500
How energy stocks and distributions helped me collect a 12% yield while beating the S&P 500 and MSCI World
Apr 5
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Are Petrobras Investors All Geniuses?
Spoiler: They’re just lucky. But luck pays the same as genius.
Mar 22
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Are Pernod-Ricard Investors All Drunk?
A cyclical consumer staples stock?
Mar 8
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Double Digit Yield in Germany?
Is the new DYLD ETF an option?
Feb 2
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I Accepted Slight Underperformance — And Earned a 12% Yield Anyway (2025 Portfolio Review)
My ambition in January 2025 was straightforward: after more than a decade of observing and investing in the stock market, I wanted to lay the…
Jan 3
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Banco do Brasil as an income investment – short term pain was certain
Dividend is lower but I hold
Dec 14, 2025
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10% Covered Call Resilience Test
How JEPQ, JEPI and XYLD behave across market cycles
Nov 11, 2025
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Pipart Global Income
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