Finance
Top 10 Income Portfolio Update (April)
Date: 2025-04-27 13:44:50
An update on my Top 10 income investments is long overdue. Since the last update (Nov 2024), I’ve sold two positions and downsized 3 others as part of a moderate shift toward further toward credit funds, and utilities. In this video, I walk through each of my Top 10 holdings, and how they’ve performed over the past 12 months.
➡️ Join Armchair Insider to receive my Portfolio (it’s free): https://armchairinsider.beehiiv.com/subscribe
✏️ LINKS FROM TODAY’S EPISODE:
➡️ My #1 Research Tool: Seeking Alpha ($30 Coupon +Free Trial): https://armchairincome.link/SeekingAlpha
WDI Analysis (by Double Dividend Stocks):
https://armchairincome.link/WDI.analysis
4 Income Tools I Use for Investing: https://youtu.be/DcNs3H5gNeM?si=A6P91LKmgl00mEZE&list=PLnz-9sqOVpmgZl1faPfKF_Xcce9u03Lhz
Interview with PBDC Fund Manager: https://youtu.be/JWCbD4BQadM?si=3FCHhkYUgOaaoSSx&list=PLnz-9sqOVpmgZl1faPfKF_Xcce9u03Lhz
Explanation of BDC Fund Fees: https://www.vaneck.com/us/en/bizd-acquired-fund-fees-expenses.pdf
BDC Reviews and Updates:
➡️ My Favorite Dividend Tracker, Snowball: (Create a Free Account, and the 10% Discount will appear under “Subscribe”):
https://armchairincome.link/snow
Thank you to Seeking Alpha for sponsoring this video
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Timestamps:
00:00 Introduction
00:32 FSCO
01:55 PBDC
04:08 ARCC
06:02 CEFS
07:34 PFFA
08:59 WDI
10:43 JBBB
11:38 EICC
12:40 UTG
13:26 CLOZ
14:20 What happened to SVOL, SPYI, JEPQ, etc?
15:26 The Big Picture
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🤓 DETAILED INFORMATION:
✅ Seeking Alpha:
My #1 source of income investment information. I’ve been a subscriber for more than 7 years and my favorite feature is the collection of analysis articles for any given stock or fund.
https://www.sahg6dtr.com/R42XQZ/R74QP
✅ Snowball Portfolio Tracker:
Keep track of your stocks, ETFs, CEFs, MLPs, etc in one easy-to-use place. View upcoming dividend payouts, daily/monthly/yearly income. Subscribe to the Free Account, and the 10% Discount will appear: https://armchairincome.link/snow
(or enter “armchairincome” for the Promo Code)
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The information on this Youtube channel and the resources available, are for educational and informational purposes only, and should not be construed as financial advice. No information provided by the channel should be considered as a recommendation that any particular security or investment is suitable for any specific person. Always do your own research before investing. Some links provided above may be associated with affiliate programs. If so, use of those links will not incur any additional cost to the user (and will, in many cases, provide a benefit to the user) and may result in a referral commission to this channel. Examples of companies with affiliate links offered on this channel include Snowball, and Seeking Alpha. The content of this channel represents the presenter’s opinions, which may not reflect those of the companies with which the channel has an affiliate relationship. If any episodes on this channel are sponsored, there will be a verbal disclosure during the video, and a written disclosure in the description of that video, identifying the sponsor.
All opinions and views mentioned in this video or corresponding reports constitute our judgments as of the date of publication and are subject to change at any time. Information within this material is not intended to be used as a primary basis for investment decisions and should also not be construed as advice meeting the particular investment needs of any individual investor. Trading signals produced by Armchair Income are independent of other services provided by Armchair Income or its affiliates, and positioning of accounts under their management may differ. Please remember that investing involves risk, including loss of principal, and past performance may not be indicative of future results. Armchair Income, its members, officers, directors and employees expressly disclaim all liability in respect to actions taken based on any or all of the information provided here.
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