My Income Portfolio: The Knight's Move

Inspired by the horse race in the 2026 Palio di Siena, I made a financial move that I hope will be just as clever as the knight's move in chess. I decided to close out two positions in my Cupolone portfolio that I wasn't entirely convinced about, raising cash to reinvest when the opportunity arises. The purpose of this move is to use this liquidity in securities with better overall NAV performance and a greater likelihood of long-term success.

Seeking Alpha • Sep 3, 2026

My Income Portfolio: The Music Of Dividends

A note is the basic element of musical language: each one represents a sound, and through their combination music takes shape. As with notes on a staff, infinite are the combinations of financial instruments through which investors' portfolios take shape. My current portfolio consists of 28 securities that play a music generated by the flow of dividends against the backdrop of a rising NAV for most of them.

Seeking Alpha • Aug 10, 2026

My Income Portfolio-Boosting Returns

The risk-return tradeoff is the financial principle according to which potentially higher returns require accepting higher risk. Risk is the potential for monetary loss or default stemming from market volatility, excessive debt, or unexpected economic downturns. When it comes to volatility, the main culprit is often leverage—the use of borrowed money to fund investments with the goal of multiplying returns.

Seeking Alpha • Jul 6, 2026

ETO: Discounted Valuation May Be A Reflection Of Weak Performance (Rating Downgrade)

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund offers tax-efficient distributions, with a blend of return of capital and long-term gains. ETO's current dividend yield is approximately 6.8%, supported by a consistent payout history and strong earnings coverage. 37.5% of YTD distributions are classified as net investment income, while the remainder benefits from favorable tax treatment.

Seeking Alpha • Jul 1, 2026

My Income Portfolio - Looking For Dividends

Dividend investing provides a consistent income stream, beneficial for those seeking passive income, while growth stocks may require selling shares to realize gains. Seeking dividend income does not rule out focusing on the growth of the portfolio's nominal value, thanks to many funds that see their NAV grow over time. These securities offer a dual advantage: immediate returns through regular, periodic distributions, and capital appreciation through long-term NAV increase.

Seeking Alpha • Jun 1, 2026

My Income Portfolio: Dividends Are Forever

Dividend strategies aim to generate steady streams of passive income over time. At the same time, they should not neglect capital growth, so demonstrating that dividend payouts do not erode their underlying value over the long term. A significant portion of my holdings currently show a positive NAV performance since their launch, which remains for me an equally important goal for the long run.

Seeking Alpha • Apr 28, 2026

ETO: Expect Volatility If Inflation Surges This Summer

The Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) offers a 7.63% yield, primarily through a portfolio heavily weighted toward common equities. ETO's allocation to bonds over preferred stocks may increase tax exposure but provides lower duration and some inflation protection. The fund's technology sector concentration and reliance on capital gains for distribution coverage could introduce volatility, especially if inflation and rates rise.

Seeking Alpha • Apr 8, 2026

My Income Portfolio - A Random Walk

My income portfolio prioritizes resilient, high-dividend securities with long-term positive NAV trends rather than trading based on unpredictable short-term price movements. Therefore, I focus on funds that have demonstrated value creation since launch, especially those with at least a decade of performance history, with its accompanying ups and downs. In this article, I show how the NAVs of all my securities behaved during the worst moments of their existence and how they largely rebounded.

Seeking Alpha • Feb 5, 2026

ETO: Tax-Efficient Monthly Income From Global Equities

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund remains a buy, trading at a 7.55% discount to NAV with a 7% yield. ETO's performance is driven by tax-efficient, high-yield monthly distributions but relies heavily on net realized gains to support payouts. Leverage at 16.84% of assets amplifies returns but increases sensitivity to elevated interest rates and market downturns.

Seeking Alpha • Jan 23, 2026

My Income Portfolio's Year-End Review

The rebound that began in April on stock markets around the world is leading to a positive double-digit year-end close for Wall Street. This increase has been partially reflected in my portfolio, which focuses on high-dividend securities, showing a gain of more than 6% against the cost basis. In addition, there has been a recent flurry of positive news regarding various special year-end distributions announced by several funds in my portfolio.

Seeking Alpha • Dec 30, 2025