Several funds can own the same shares. See how VHY, AFIC and BKI overlap, why it matters for dividend resilience, and how to check your income portfolio in 30 minutes.
Soul Patts has delivered its 28th consecutive year of dividend growth, but the headline 502% profit surge tells only part of the story.
High-yield ETFs can make income investing simpler, but the headline yield can hide variable distributions, concentration, fees and tax complexity. Here are seven checks I would make before trusting the number.
Portfolio yield is useful, but it is not the same as a dependable retirement paycheque. Here is a simple way to build an income floor, map cash flow and stress-test an Australian income portfolio before retirement.
A discount to NTA can look like free value, but it may also be a warning. Here are six checks I would make before adding a discounted LIC to an income portfolio.
A high dividend yield is only useful if the business can keep paying it. Here are seven checks I use before trusting the headline number.
Higher rates can improve some income streams while quietly weakening others. Here is a five-point stress test for an Australian income portfolio.
Medibank’s FY26 headline profit jumped 27.5% and its fully franked dividend increased 6.7%, but underlying earnings tell a more modest story.
A bigger dividend cheque does not always mean your income is really growing. Here is a simple way to test whether your portfolio’s cash flow is keeping pace with inflation, and which income sources can help over the long run.
Cash Converters offers a fully franked yield above 6%, but the income case depends on dividend cover, credit quality, acquisitions and the FY2026 result.