Preparation is less expensive than reaction. We focus on discounted sectors with steady demand through economic cycles. Discover our top picks for reliable retirement income; Yields +7%.
I maintain a hold rating on John Hancock Financial Opportunities Fund despite its long-term 10%+ annualized returns and current 7% yield. BTO now trades at a 3.8% discount to NAV, but sector headwinds and macro uncertainty suggest caution before adding new positions. Financials are the weakest U.S. sector YTD; BTO's top holdings and NAV trend indicate further downside risk amid inflation and AI disruption.
Iran War volatility has tossed finance stocks “out with the bathwater.” It's giving us a nice “second chance to buy” my favorite finance-focused dividend.
This private credit mess we've been talking about lately has raised a question no one wants to ask: Is 2026 shaping up to be another 2008?
Building a sustainable passive income stream is like building muscle. It requires balance and discipline. Market fears around private credit and banking regulations have created mispricing in certain assets that are fundamentally sound. We discuss our top bargain picks offering up to 11% yields.