Higher for Longer: A 5-Point Stress Test for Your Income Portfolio
Higher rates can improve some income streams while quietly weakening others. Here is a five-point stress test for an Australian income portfolio.
Dividend ETFs & LICs
BKI FY26 Result: Fully Franked Income, Now Quarterly
BKI’s FY26 result was not spectacular, but it was useful for income investors: fully franked dividends, a 4%+ cash yield, low costs, no debt and quarterly payments from FY27.
GCI June Update: Higher Monthly Income, But Watch The Credit Cycle
GCI’s June update strengthens the monthly income case, but rising borrower dispersion means credit risk still deserves close monitoring.
WHI’s June Quarter: High Franked Income, But Mind The Premium
WHI’s June quarter shows attractive fully franked monthly income, but the premium to NTA means valuation discipline still matters.
The Federal Budget May Accidentally Create More Income Investors
The 2026 federal budget could quietly reshape how Australians build wealth. With proposed changes to negative gearing, capital gains tax and trusts, income-producing assets like dividend shares, ETFs and private credit funds may become more attractive than ever for long-term investors.
From Wobble to Recovery: My Income Portfolio’s 2026 Update
After a shaky start to the year, my portfolio has started to recover — but the real story is the income. In this Jan-Apr 2026 update, I break down how much my Income Factory portfolio generated in dividends and income, what worked, what lagged, and why cash flow still matters most.
DUI-AUI Merger: A 33% Income Boost or a Hidden Trade-Off?
A 33% dividend boost sounds compelling—but what are DUI shareholders really giving up? This deep dive unpacks the income upside, hidden risks, and what the merger truly means for your Income Factory strategy.
My Portfolio Income in 2026 So Far: The Market Fell, But the Income Machine Kept Working
The first months of 2026 have been volatile for markets, but my income portfolio has continued to do what it was designed to do — generate cash flow. In this update, I break down how much income the portfolio produced so far this year and what the results mean for the Income Factory strategy.
What BKI’s HY26 Result Means for Income Investors
BKI has lifted its dividend again, kept costs ultra-low, and continues to trade at a discount to NTA. Here’s what the HY26 result means for income investors focused on reliable, fully franked income.
HYLD just landed on the ASX — should Aussie dividend investors care?
A new high-yield ETF has landed on the ASX — but does it actually improve income investing, or just reshuffle the same old dividend payers? In this review, I break down HYLD through an Income Factory lens and show where it fits alongside banks, LICs, and private credit.