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If I Had to Pick 3 (for Income)

Armchair Income
56.1K views2 months ago
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Description

This episode reveals my top three income investments: the covered call fund QQQI, the BDC fund PBDC, and the fund of funds CEFS. We'll explore the unique role each one plays in a portfolio, from QQQI's high tax efficiency and exposure to stocks, to PBDC's focus on private lending, and CEFS's extreme diversification and activist strategy. I'll also explain why other popular asset classes didn't make the cut, so you can think through your own process for building a portfolio, focused on diversification and consistent income. ➡️ Join Armchair Insider to receive my Portfolio (it's free): https://armchairinsider.beehiiv.com/subscribe ❤️ Love Income Investing? Check out our Community: https://armchairincome.link/insider ✏️ LINKS FROM TODAY'S EPISODE: ➡️ My Favorite Dividend Tracker, Snowball: (Create a Free Account, and the 10% Discount will appear under "Subscribe"): https://armchairincome.link/snow ➡️ BLACK FRIDAY SALE: Seeking Alpha Premium $299 → $239/year ($60 off) + 7-day free trial Ends: Dec 10th (end of the day EST) Link: https://armchairincome.link/SeekingAlpha ➡️ Daily Income News, BDC & Preferred Share Coverage from Systematic Income Investing by ADS Analytics (Exclusive $33 Armchair Rate vs $39 on their website) https://armchairincome.link/systematic QQQI Analysis and Tax Explanation: https://armchairincome.link/qqqi.tax How Safe Are These 8-12% Yields from Covered Call Funds (Interview with NEOS Co-Founder)?: https://youtu.be/BL-G86H0eJE?si=fmgAlEHLlrx3JYnv&list=PLnz-9sqOVpmgZl1faPfKF_Xcce9u03Lhz QQQI Interview: https://youtu.be/y3WTECl7do0?si=GQzvHlYQnYYa2I0t&list=PLnz-9sqOVpmgZl1faPfKF_Xcce9u03Lhz CEFS Review (Updated): https://youtu.be/DZO0T3UcErU?si=uLZy0adRdGCHPSdh&list=PLnz-9sqOVpmgZl1faPfKF_Xcce9u03Lhz PBDC Interview: https://youtu.be/JWCbD4BQadM?si=jht8w18gdQyknGBM&list=PLnz-9sqOVpmgZl1faPfKF_Xcce9u03Lhz ======================================= Timestamps: 00:00 Introduction 00:30 The Covered Call Fund: QQQI 03:15 The BDC Fund: PBDC 06:14 The Fund of Funds: CEFS 08:18 What about Other Income Investments? Corporate Bonds, Utilities, Bitcoin, Midstreams, CLO's, Preferred Stocks, Gold, International ETF's... 12:29 My Take on Choosing These Top 3 Income Funds ======================================= 🤓 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://link.seekingalpha.com/R42XQZ/4G6SHH/ ✅ 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) ------------------------------------------------------ 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. AI music made by Suno #armchairincome #seekingalpha #snowball #ad #IncomeInvesting #HighYieldInvestments