PFF: The Rewards Do Not Justify The Risk

Approximately one-third of PFF's portfolio is invested in Mandatory Convertible Preferred Shares. These have contributed disproportionately to PFF's overall returns, which lag the overall category. PFF's exposure to Mandatory Convertible Preferred Shares has made it a riskier investment (as measured by its Standard Deviation) than both its benchmark index, and the overall Preferred Share category. Returns have been worse that the category as a whole, investors are not compensated for assuming this additional risk, and PFF has an extremely low Sharpe Ratio.

Seeking Alpha • May 12, 2026

The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World

Rates are stuck, and most high-yield investors are positioned all wrong. I provide a detailed sector-by-sector breakdown of exactly where smart money is moving right now, including specific blue-chip picks trading at deep discounts. I also detail my disciplined capital recycling approach to accelerate my income and total return compounding in the current environment.

Seeking Alpha • Apr 11, 2026

Dip Buying Alert: 2 Proven Outperformers Now Yielding 10%

Two fundamentally strong investments now yield over 10%. Both of these 10%+ yielders have track records of outperformance and sustainable dividends. ARCC is trading at its deepest discount in years, and PFFA has managed to grow its payout for years despite being stuffed with fixed-income securities.

Seeking Alpha • Mar 25, 2026

Build A 7%+ Yielding Dividend Machine For Stress-Free Retirement Income

Most investors chase yield and quietly destroy their retirement income in the process. A surprisingly simple portfolio structure can produce 7%+ income without excessive risk. The strategy combines three powerful income engines most investors rarely use correctly.

Seeking Alpha • Mar 9, 2026

The Top High Yield ETFs Every Retiree Should Own

Retirement income planning used to be simple: buy bonds, collect coupons, live on the interest.

24/7 Wall Street • Mar 5, 2026

PFFA Vs. PFF: Why Active Management Is Crushing The 'Gold Standard'

PFFA is rated 'Buy' for 2026, leveraging active management and 20–30% leverage to deliver superior income and capital preservation. PFFA's 5-year total return of 53.31% far outpaces PFF at 13.31%. PFFA's portfolio is concentrated in REITs, energy, and infrastructure, positioning it to benefit from anticipated Fed rate cuts.

Seeking Alpha • Feb 23, 2026

7-9% Yields: 2 Of The Best Monthly Dividend Machines Pumping Cash

One 7% yielding monthly-paying investment is trading at one of its widest discounts in years. The other quietly yields over 9% and has been growing its payout for five years in a row. While I like both, they also come with risks to keep in mind.

Seeking Alpha • Feb 18, 2026

6 Monthly Dividend ETFs That Won't Collapse in a Down Market

A sudden market downturn can deliver a serious blow to your portfolio. It could be devastating to see your assets diminish.

24/7 Wall Street • Feb 4, 2026

A Near-Perfect Buy-And-Hold Dividend Growth Portfolio For Retirement

Most investors think they must choose between dividend growth and mega-cap tech, but this setup breaks that rule. One overlooked ETF combination quietly solves a major retirement problem. The balance hiding here could change how you think about income investing.

Seeking Alpha • Feb 4, 2026

The Dark Side Of High-Yield Investing Few Retirees Understand

Many retirees invest in high-yielding funds where the income looks irresistible, but the risk is hiding in plain sight. One overlooked factor can quietly destroy long-term retirement income. There is a far more reliable way most retirees completely ignore.

Seeking Alpha • Feb 4, 2026