strategy
21 articles in this category. Explore dividend ETF analysis, portfolio models, and strategy insights aligned to this topic.
strategy
NAV Erosion vs Return of Capital: What High-Yield Investors Get Wrong
Learn the critical difference between true NAV erosion and return of capital distributions.
strategy
Understanding Liquidity Risk: Why AUM Matters More Than Yield
A practical guide to evaluating liquidity risk in dividend ETFs. Learn how low AUM, thin bid-ask spreads, and fund closures silently erode returns.
strategy
The Crash Test: How the Cornerstone Portfolio Survived 2022
A data-driven backtest of the Cornerstone Strategy vs. the S&P 500 during the inflation bear market.
strategy
The $10,000 Invisible Tax: Return of Capital vs. Qualified Dividends
Why your 'Yield' is a lie. The mathematical proof that Asset Location matters more than Yield.
strategy
The Yield Shield: How to Retire 8 Years Earlier
Stop over-saving. The 4% Rule forces you to work years longer than necessary. See the math.
strategy
The Dividend Cut Simulator
Stress test your income. Will you survive a 2008-style crash?
strategy
The Reinvestment Engine
See the massive difference between spending dividends vs. DRIP.
strategy
The BDC Manual: Avoiding Yield Traps
How to analyze Net Investment Income and Non-Accruals.
strategy
The MLP Guide: K-1 Forms and UBTI
Understanding the tax headache of pipelines like EPD.
strategy
Building a $3k/Month Dividend Portfolio
The specific allocations and tickers needed to generate $3,000 monthly in dividends.
strategy
The Barbell Strategy: Mixing Stability with Yield
Combining safe assets with high-yield holdings for optimal risk-adjusted returns.
strategy
Tax-Efficient Income: Where to Hold What
Maximize after-tax returns with proper asset location across account types.
strategy
The Return of Capital Trap: When Yield Destroys Wealth
Understanding ROC distributions and how they can erode your principal over time.
strategy
Building a Recession-Proof Dividend Portfolio
How to construct a portfolio that maintains income during economic downturns.
strategy
Coast FIRE with High Yield
Hit 'Coast FIRE' 5 years earlier by pivoting to high-yield compounders.
strategy
Barista FIRE: The $2k/Month Bridge
The specific portfolio needed to quit the corporate grind and work for fun.
strategy
The 'Yield Shield' Strategy (Part 1)
Retiring into a recession? Use this cash flow shield to protect your nest egg.
strategy
The Inflation Hedge: Why Yield Isn't Enough
A flat 10% yield is a pay cut. You need Dividend Growth to fight inflation.
strategy
Audit Your 'Safe Withdrawal Rate'
Calculating your True SWR by subtracting NAV erosion from yield.
strategy
FIRE for Late Starters (40+)
Catch up on lost time using the 'Hyper-Compounding' of high yield.
strategy
$100k Income Ladder: Sleep-Well Yields
How to build a sustainable income stream with $100k.