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

Don't Light Your Money On Fire: Buy Low And Collect Up To 10% Yields

Don't Light Your Money On Fire: Buy Low And Collect Up To 10% Yields

Seeking Alpha • Feb 3, 2026

Royce Small-Cap Trust (NYSE: RVT) as of Dec 31, 2025

NEW YORK, Jan. 26, 2026 /PRNewswire/ --  Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 1,494,105 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience CLOSING PRICES AS OF 12/31/25 NAV 17.69 MKT 16.10 AVERAGE ANNUAL TOTAL RETURN AS OF 12/31/25 NAV (%) MKT (%) One-Month* 0.30 2.41 One-Year 14.03 11.60 Three-Year 16.03 16.14 Five-Year 8.10 9.04 10-Year 11.75 12.29 *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 • Jan 26, 2026

The Slowest Train Crash: How To Protect Your Retirement From 2026 Economic Realities

The Slowest Train Crash: How To Protect Your Retirement From 2026 Economic Realities

Seeking Alpha • Jan 24, 2026

RVT: Small-Cap Stocks Poised To Outperform In 2026

RVT: Small-Cap Stocks Poised To Outperform In 2026

Seeking Alpha • Jan 12, 2026

Lock In Smart Income With 7% Yields Before The Large-Cap Bubble Bursts

Current market-cap weighted index valuations mirror the 1999 peak, where the largest companies eventually bore the brunt of the subsequent crash. Small- and mid-cap stocks are trading at their deepest discounts relative to large-caps in over 20 years, offering a much higher "margin of safety." While broad market investors chase paper gains in overvalued tech, the Income Method focuses on securing actual cash flow every month to fund your lifestyle.

Seeking Alpha • Jan 10, 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

Royce Small-Cap Trust (NYSE: RVT) as of Nov 30, 2025

Oldest and largest small-cap closed-end fund Average weekly trading volume of approximately 1,170,399 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience NEW YORK , Dec. 23, 2025 /PRNewswire/ -- CLOSING PRICES AS OF 11/30/25 NAV 18.23 MKT 16.25 AVERAGE ANNUAL TOTAL RETURN AS OF 11/30/25 NAV (%) MKT (%) One-Month* 2.47 1.56 Year to Date* 13.69 8.97 One-Year 5.66 6.40 Three-Year 14.03 11.62 Five-Year 9.66 10.01 10-Year 11.15 11.87 *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 • Dec 23, 2025

RVT: Small-Caps Set To Outperform In A Lower Rate Environment

Royce Small-Cap Trust offers diversified small-cap equity exposure with a robust 13.32% forward yield and a proven long-term track record. RVT employs an actively managed, value-and-growth approach, investing in 465 holdings with heavy industrials weighting and low portfolio concentration risk. Despite modest recent underperformance versus the Russell 2000, RVT has demonstrated stability and capital appreciation over decades, favoring long-term buy-and-hold investors.

Seeking Alpha • Dec 22, 2025

Build Your +8% Income Tree: The 3-Step Plan For Monthly Cash Flow

Build the stable Income Tree with fixed income (8.5% yield) as the base. Decorate the portfolio with high-yielding opportunistic buys. Diversify with 42+ holdings, so one failure is barely noticeable.

Seeking Alpha • Dec 13, 2025