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…
My I-CASH Method for Global High Income Jun 24, 2025 Are you tired of seeing your investment portfolio buffeted by geopolitical storms or unpredictable currency swings? In Part 1, we dissected the inherent dangers of an undiversified portfolio, revealing how…
Why Global Diversification Matters Jun 17, 2025 Diversifying investments across countries is a well-known strategy, but many investors still don’t take full advantage of it. Even as global financial markets grow more connected, people around the world—whether in large economies…
The brave buy Petrobras Jun 10, 2025 Petrobras is a high-stakes investment, offering generous dividends alongside significant risks. In Part 1, published on June 3, 2025, on Pipart Global Income, we examined Petrobras’ structural challenges, which temper its alluring 15–16%…
Jun 03, 2025 Petrobras: Why Its double-digit Dividend Yield Is a Risky but irresistible Bet This article marks the first installment in a comprehensive analysis of Petrobras, the Brazilian state-controlled oil company that has long attracted dividend-oriented investors with its…
May 13, 2025 This week, I’m exploring the JEPQ ETF, a distinctly different fund from XYLD, which I analyzed last week. I. The Theoretical Features of Covered Call ETFs: More Income, Less Volatility, Less Capital Growth A. Covered Call for…