Roberts Berzins

Summary Value-oriented, high-yield assets can serve as a shelter against potential drawdown risks in the richly priced large-cap growth arena.

Summary Wall Street is primarily focused on alpha generation and maximizing risk-adjusted returns.

6% to 8% yield range is where investors can find quite many opportunities without losing their sleep at night.

Summary Since the outbreak of the Iran conflict, AMLP has appreciated nicely.

Summary For over a decade, bonds were dead money. Now, finally, we are seeing a solid case for bond allocations.

Summary At this market stage, risk-reward dynamics are unfavorable for new risk exposure.

Summary Higher interest rates are generally favorable for BDCs. However, some BDCs can suffer from higher rates that could potentially result in painful dividend cuts.

BDC redemptions are back. I think that there are some clear winners here. Learn how outflows may pressure NAVs and spark more redemptions.

Though it is time to reduce risk, these two 11%+ dividend stocks are uniquely built for retirees to hold through a crash. Learn which high-yield picks are built to last.

Summary There are not that many stocks that qualify for durable income. There are even fewer stocks that could be viewed as table stakes for any retirement income portfolio.