My Income Portfolio Is Up 3% Since April: What Actually Drove the Gain
My portfolio value rose 3% since April as capital gains joined dividends in driving returns, while credit funds remained the main area to watch.
My portfolio value rose 3% since April as capital gains joined dividends in driving returns, while credit funds remained the main area to watch.
Capital gains tax might sound like a problem for property investors and start-up founders, but dividend income investors should pay attention too. Through a My Income Factory lens, Labor’s proposed CGT changes reinforce the value of recurring cash flow — while also highlighting the importance of tax-aware portfolio planning.
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.
Bridgewater Associates — the world’s largest hedge fund — says today’s market calm hides powerful undercurrents. Inflation, fiscal expansion, and AI-driven capital cycles are pulling global markets in opposite directions. In “The Bridgewater Warning: Market Tension and the Income Factory,” I unpack what this means for dividend and credit investors — and how to keep your portfolio balanced, cash-flowing, and resilient when equilibrium breaks.