I build my retirement portfolio using a pyramid strategy: growth stocks for compounding, mid-yielders to hold forever, and income picks for later-stage cash flow. As time passes, I plan to shift from
Internally managed BDCs tend to massively outperform externally managed BDCs over time. I look at why this is. I also share why CSWC is my favorite externally managed BDC right now.
CSWC remains a top internally-managed BDC with a strong track record, but recent price recovery and premium valuation warrant caution. The portfolio's focus on first-lien debt and improving credit qua
We take a look at the action in business development companies through the third week of July and highlight some of the key themes we are watching. BDCs outperformed most income sectors so far in July

I'm Buying Monthly Dividends Up To 11% Yield

08:00am, Thursday, 24'th Jul 2025
Monthly dividend stocks are ideal for replacing job income and/or accelerating compounding. I highlight two excellent monthly dividend stocks that stand out in their respective industries. Both carry

High Yields, Weird Prices

06:06pm, Tuesday, 15'th Jul 2025
Similar preferred shares trade at materially different prices. One of these preferred shares is surprisingly expensive. One of the best BDCs is nearing an incredibly rare threshold.
DALLAS, July 15, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible finan

BDC Weekly Review: Should We Trust BDC NAVs?

11:59pm, Saturday, 12'th Jul 2025
We take a look at the action in business development companies through the first week of July and highlight some of the key themes we are watching. BDCs delivered a strong 3% total return this week, w
I built a simple, high-conviction dividend portfolio designed to support a stress-free retirement, no risky yield traps or complex products required. Using my 5% Rule and pyramid strategy, I focus on
Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth ov

I'm Buying Income Machines With 7-11% Yields

08:30am, Thursday, 03'rd Jul 2025
Income investing is attractive now as high-yield stocks offer cash flow and downside protection amid frothy growth stock valuations. I highlight two companies that carry competitive advantages and str
Fitch Ratings affirms BBB- long-term issuer rating with a stable outlook Fitch Ratings affirms BBB- long-term issuer rating with a stable outlook

Where Fat Yields Meet Lower Risk

04:26pm, Monday, 30'th Jun 2025
Many investors go for big yield with bigger risk. Barf. This report was recently sent to our members. We picked up shares with a 9.5% yield.
Markets remained volatile in May 2025 amid ongoing trade tensions and mixed signals from Washington and Wall Street. While U.S.-China talks quietly resumed, tariffs persisted and business sentiment st
I maintain my buy rating on CSWC due to its attractive valuation, high-quality portfolio, and strong dividend coverage, despite recent price declines. CSWC's portfolio is well-diversified, focused on
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