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JEPG – Monthly, Boring, Global 8 % income Sep 16, 2025 Stuck behind the UCITS barrier? European investors hunting for yield often find themselves locked out of the world’s best income funds. But one ETF—JEPG—offers a rare gateway to a…
Betting on the Chinese High Education Market? Sep 09, 2025 In my relentless search for yield across sectors and currencies, I often venture into high-risk, high-reward territories that many income investors avoid. China, despite its well-documented challenges of transparency and…
Surviving in a Low Oil Price Environment Sep 02, 2025 High yield, high drama — Petrobras offers both. But now that Q2 2025 results are in, the question arises: can this dividend darling still deliver? Since early June, I’ve been…
Until Now Aug 26, 2025 Three months ago, we analyzed JEPQ to understand how this ETF works. I recommend revisiting the first article (First article on JEPQ) for those unfamiliar with this product. It appears complex, but it really isn’t.…
The Psychology, Demographics, and Global Rise of Dividend Seekers Aug 14, 2025 They’re older. They’re everywhere. And they’re quietly moving trillions. In 2025, one ETF — JPMorgan’s JEPI — crossed $41 billion in assets. Its sibling JEPQ hit $29 billion.…
Still an accidental high yielder? Jul 29, 2025 Reminder : bought in Q1 Here’s a quick update on ICADE, following the release of its H1 2025 financial results.As a reminder, I personally own 485 shares of the company, purchased at…
The Best Pacific International Case Jul 22, 2025 I initially became interested in Nameson Holdings as I was looking for high dividend opportunities in Asia outside the tech, energy, or REIT sectors (see last week’s article). This company belongs to…
The Good, the Bad, and the Ugly Jul 15, 2025 This article is a first milestone in managing my portfolio. For regular readers, you may have seen the basic principles of my portfolio management in the very first articles on…
Part 2 – Business and Investor Risks Jul 08, 2025 Source: Banco do Brasil Read the part 1 here As Brazil’s banking giant and a leader in agribusiness, Banco do Brasil (BBAS3, BDORY) stands out as a high-yield proxy and…
Part 1 – Macro strengths Jul 01, 2025 Banco do Brasil (BBAS3, BDORY as an ADR), established in 1808, stands as a major financial institution in Brazil, with 50% state ownership. Boasting a market capitalization of approximately 40 billion USD…