3 Funds from Steven Bavaria’s Portfolio (11% Yield)

Steven Bavaria, author of "The Income Factory", joins me to discuss his approach to income investing. He explains why it's called "The Income Factory", how to avoid yield traps, his thoughts on the Fed cutting rates, and the effect this will have on Business Development Companies. We also discuss 3 funds from his portfolio: RLTY, XFLT, and ASGI (and a few other income investments). If you like dividend investing, I hope you enjoy this conversation with Steven Bavaria. ➡️ Join Armchair Insider to receive my Portfolio (it's free): https://armchairinsider.beehiiv.com/s... ❤️ Love Income Investing? Check out our Community: https://armchairincome.link/insider ➡️ My #1 Research Tool: Seeking Alpha ($30 Coupon +Free Trial): https://armchairincome.link/SeekingAlpha ➡️ My Favorite Dividend Tracker, Snowball: (Create a Free Account, and the 10% Discount will appear under "Subscribe"): https://armchairincome.link/snow ✏️ LINKS FROM TODAY'S EPISODE: The Income Factory (Book): https://armchairincome.link/incomefac... Inside the Income Factory (Investment Group): https://armchairincome.link/insidethe... ======================================= Timestamps: 00:00 Introduction 00:45 What is "The Income Factory" approach to income investing? 06:20 Why do you prefer fixed income funds over stocks? 12:04 The risks associated with stocks/equities versus credit/fixed income 18:55 How do you avoid yield traps? 25:09 How do you look for when selecting income investments for your Income Factory Portfolio? 34:45 Resources to research closed end funds; cefconnect.com and cefdata.com 36:43 What effect will the Fed cutting rates have on Business Development Companies (BDC's)? 41:25 PBDC versus BIZD 43:33 Quick take on RLTY from the Income Factory Portfolio 46:24 Quick take on XFLT from the Income Factory Portfolio 50:56 Quick take on ASGI from the Income Factory Portfolio 54:10 Not spending all the distributions from income funds (reinvesting) 📈EDUCATION: The Guide To Investing In Preferred Shares (free): https://www.thereitforum.com/p/the-67... ======================================= 🤓 DETAILED INFORMATION: ✅ Seeking Alpha: My #1 source of income investment information. I've been a subscriber for more than 6 years and my favorite feature is the collection of analysis articles for any given stock or fund. https://www.sahg6dtr.com/R42XQZ/R74QP/ ✅ Snowball Portfolio Tracker: Keep track of your stocks, ETFs, CEFs, MLPs, etc in one easy-to-use place. View upcoming dividend payouts, daily/monthly/yearly income. Subscribe to the Free Account, and the 10% Discount will appear: https://armchairincome.link/snow (or enter "armchairincome" for the Promo Code) ------------------------------------------------------ The information on this Youtube Channel and the resources available are for educational and informational purposes only and should not be construed as financial advice. Always do your own research before investing. Some links provided above may be associated with affiliate programs. If so, use of those links will not incur any additional cost to the user (and will, in many cases, provide a benefit to the user) and may result in a referral commission to this channel. AI music made by Suno #armchairincome #seekingalpha #snowball #ad