The Ultimate Portfolio Structure For Stress-Free High Current Income

Oct. 20, 2024 12:27 AM ET, , , , , , , , 67 Comments
Roberts Berzins, CFA
10.7K Followers

Summary

  • A durable income-focused portfolio strategy reduces income reduction risk and stress by prioritizing stable income over market-beating returns.
  • In this respect, I have outlined my detailed approach for security selection and portfolio construction.
  • Plus, I provide practical security examples for each of the portfolio buckets: strategic offense, strategic defense, tactical offense, and tactical speculation.
Money flowing from open vault door

John M Lund Photography Inc/DigitalVision via Getty Images

One of the main benefits of devising a durable income focused portfolio strategy is that the entire investing process is de-risked both from goal achievement and mental perspective.

Usually, income investing comes with an absolute goal setting (e.g., growing portfolio income streams by

This article was written by

10.7K Followers
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of O, GMRE, ENB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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