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.
Private credit can provide attractive monthly income, but the distribution rate does not tell the full story. Here are eight checks Australian income investors can use to assess loan quality, valuations, liquidity, fees and portfolio concentration.
Cash Converters offers a fully franked yield above 6%, but the income case depends on dividend cover, credit quality, acquisitions and the FY2026 result.
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.