My (Still) 21% Yielding Portfolio Update

2026-07-07 13:36:09 ET

Investment Thesis

The current market is quite interesting. It seems to struggle to figure out which way to go as it is caught up in dynamics like war escalation vs. de-escalation, oil price shocks, rates reduction vs. hiking, earnings growth of mega caps vs. decline and AI boom vs. bust. Some stocks seem expensive while there are still reasonably priced stocks. My approach remains the same as detailed in previous articles: accumulate quality funds producing sustainable high yield to provide consistent (and growing) income for reinvestment and / or expenses as needed....

Read the full article on Seeking Alpha

For further details see: