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.
Australian bank dividends have long been treated as untouchable — the cornerstone of income portfolios built on franking credits and familiarity. But as we head into 2026, the landscape has quietly shifted. Slower credit growth, tighter capital rules, and changing economic conditions mean investors can no longer assume yesterday’s payouts will automatically repeat tomorrow. In this article, I take a clear-eyed look at whether Aussie banks can really keep paying what income investors expect — and how to position a portfolio for reliable income through the next cycle.
With dividend yields falling across the ASX, income investors are rethinking their strategy. Here’s why dividend growth — not yield — is becoming the metric that matters most for long-term success
Dividend stocks are a powerful wealth-building tool, blending the reliability of regular income with the potential for long-term growth. In this guide, we break down how dividends work, the different types of payouts, key dates every investor should know, and why dividend stocks can provide both stability and compounding potential for your portfolio. Whether you’re a seasoned investor or just starting out, understanding dividend stocks and dividend investing can help you build a steady income stream and secure your financial future.
Metrics Real Estate Multi-Strategy Fund (ASX: MRE) continues to deliver strong returns and monthly income. See what’s working, what’s changing, and why it could be a core holding for dividend investors.