The Withdrawal Trap: Why Paper Wealth Fails Retirees

Always build your portfolio around your unique lifestyle goals—don't end up standing on a beach in snow pants. Mimicking ultra-wealthy founders is dangerous. Billionaires have completely different financial goals, skills, and timelines than retirees. Warren Buffett's empire relies on controlling operating companies and a massive Treasury bill hoard, not simple stock-picking.

Seeking Alpha • Jun 6, 2026

Royce Small-Cap Trust, Inc. (NYSE-RVT) declares Second Quarter Common Stock Distribution of $0.31 Per Share

NEW YORK, June 1, 2026 /PRNewswire/ -- Royce Small-Cap Trust, Inc. (NYSE-RVT) has declared a quarterly distribution of $0.31 per share on its Common Stock. The distribution, optionally payable in additional shares of Common Stock, or in cash by specific stockholder election, is to be paid on June 29, 2026, to stockholders of record at the close of business on June 11, 2026 (ex-dividend on June 11, 2026).

PRNewsWire • Jun 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

I Am Collecting Magnificent 7% Yields At Bargain Prices

Large-caps are trading at a staggering 20.8x P/E, a dangerous valuation disconnect last seen in 2001. Without valuation expansion over the last 15 years, the S&P 500 would be 33% lower. Small and mid-caps are locked in at a historically reasonable and highly attractive 16x P/E.

Seeking Alpha • May 24, 2026

Royce Small-Cap Trust (NYSE: RVT) as of Apr 30, 2026

NEW YORK, May 20, 2026 /PRNewswire/ --  Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 885,839 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience CLOSING PRICES AS OF 04/30/26 NAV 19.90 MKT 18.40 AVERAGE ANNUAL TOTAL RETURN AS OF 04/30/26 NAV (%) MKT (%) One-Month* 10.01 10.84 Year to Date* 14.58 16.40 One-Year 42.25 44.16 Three-Year 19.82 22.22 Five-Year 7.79 8.61 10-Year 12.57 13.52 *Not Annualized Important Performance and Expense Information All performance information reflects past performance, is presented on a total return basis, net of the Fund's investment advisory fee, and reflects the reinvestment of distributions. Past performance is no guarantee of future results.

PRNewsWire • May 20, 2026

Royce Small-Cap Trust (NYSE: RVT) as of Mar 31, 2026

NEW YORK, May 4, 2026 /PRNewswire/ -- Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 1,197,609 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience CLOSING PRICES AS OF 03/31/26 NAV 18.09 MKT 16.60 AVERAGE ANNUAL TOTAL RETURN AS OF 03/31/26 NAV (%) MKT (%) One-Month* -5.85 -7.91 Year to Date* 4.15 5.01 One-Year 27.47 27.41 Three-Year 15.20 16.33 Five-Year 6.63 7.30 10-Year 11.72 12.64 *Not Annualized Important Performance and Expense Information All performance information reflects past performance, is presented on a total return basis, net of the Fund's investment advisory fee, and reflects the reinvestment of distributions. Past performance is no guarantee of future results.

PRNewsWire • May 4, 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

Investing For Life: Why Your Portfolio Is Your Most Valuable Asset Ever

The Portfolio CEO: Treat your stock holdings like a business that produces recurring revenue for its only shareholder—you. FCF over EPS: Headline earnings are theoretical; free cash flow is the only true measure of investment strength. Time Value of Money: A dollar today is worth more than a dollar tomorrow—dividends capture that value immediately.

Seeking Alpha • Apr 28, 2026

Why The Oldest Small-Cap CEF Is A Cornerstone Of My Portfolio - RVT

RVT thrived during the Dot-com bust, a period mirroring today's high-tech valuations and oil spikes. Small-caps are outperforming in 2026 as investors rotate out of expensive, over-concentrated mega-cap tech. Since its 1986 IPO, RVT has consistently beaten its benchmark on both NAV and price.

Seeking Alpha • Apr 24, 2026

I Win Big For Every Dividend I Collect

Mathematically, dividends are simply "realized" total return – cash that has already crossed the finish line. High-flyers trade on imagination and growth, while dividend stocks are anchored by reality. With the S&P 500 trading at P/E levels reminiscent of 2001, today's "outperformance" may simply be tomorrow's overvaluation.

Seeking Alpha • Apr 1, 2026