Income strategies

4 documented Income strategies from our reference catalogue of 20,000 — names, logic and sources. Catalogued here, tested honestly, and — usually — buried in the graveyard.

Discount-Yield Combined Filter

GeneralLong

Filter universe by combined discount + yield; rank top decile; documented outperformance

Source: gc.cuny.edu

Income Diversification Across Vehicles

GeneralLong

Diversify income across CEF/BDC/MLP/Preferred to avoid single-vehicle stress; 2008/2020 lessons

Source: etftrends.com

Income-Aggregator Yield Strategy

GeneralLong

Income aggregator portfolio: CEFs (30%) + BDCs (25%) + MLPs (20%) + Preferreds (25%); yield 7-9%

Source: etftrends.com

UNII Tracking for Distribution Quality

GeneralLong

Undistributed Net Investment Income (UNII) tracking; positive UNII = sustainable distribution; CEF research staple

Source: blackrock.com

An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.