A cyclical consumer staples stock? I should write about Petrobras and my huge capital gains, ride the hype to attract readers, or highlight my indecent portfolio performance over the last 15 months (thanks Petrobras and JEPQ). But when you’re aiming…
Is the new DYLD ETF an option? It’s been a long time since I’ve been looking for a tool to generate income in euros and on German stocks. I’ve found one, and I’d like to put it under the microscope.…
Jan 03, 2026 My ambition in January 2025 was straightforward: after more than a decade of observing and investing in the stock market, I wanted to lay the foundations for a true global income portfolio – multi-currency, covering all geographical…
International Tax mechanisms and income strategies Oct 07, 2025 Two things in life are inevitable: death and taxes. While the first is beyond our control, the second can be managed, especially when it comes to your international income investments. For…
Dividend is lower but I hold My small position in Banco do Brasil (ADR – BDORY) was intended as a bet on the Brazilian economy, and more specifically on its agriculture. Short-term pain was certain. I knew it… and it…
How JEPQ, JEPI and XYLD behave across market cycles They reassure with monthly payouts—yet unsettle with ever-changing amounts. Even more intriguing, they seem counter-cyclical and could potentially provide you with a higher income precisely when the market is in crisis.…
The Global Dividend Clock My greatest pleasure in life is seeing my dividends come in. Like J. D. Rockefeller, I love receiving dividends. Actually, it’s the common trait of all income investors. The following question is simple: how often? Because…
High Income REIT Q3 2025 Update: High yield, High nerve, High potential Test your nerves If there’s one area where AI will never replace human beings, it’s in emotional management. With volatile investments like this one, it’s the essential skill…
What The m-REITs are made of Oct 21, 2025 Mortgage REITs look like yield machines — but under the hood, they’re leveraged bond funds walking a tightrope. Yet, tens of billions are invested in them, even as everyone knows that…
Legal and General as an income investment Sep 23, 2025 For a 9% yield without venturing into excessive risk, exotic assets, or volatile emerging markets, Legal & General deserves a close look. This blue-chip company, with a nearly two-century history,…