Income Portfolio
+130% since 2019
The Income Portfolio is designed to generate a consistent stream of income through a diversified mix of dividend-paying stocks, REITs, and income-generating ETFs. By exclusively investing in publicly traded securities, it offers high liquidity and transparency while steering clear of direct bond purchases. Our strategy focuses on selecting quality companies with a strong track record of dividend payments and real estate investment trusts that provide steady cash flow. This approach not only supports regular income generation but also provides the potential for modest capital appreciation, ensuring stability and resilience through various market cycles.
Open Positions
Company
Broadcom Inc.
Kroger Company
AbbVie Inc.
Simon Property Group, Inc.
Ticker
AVGO
KR
ABBV
SPG
%Portfolio
2.5%
2.5%
2.5%
2.5%
%P&L
+241%
+106%
+105%
+26%
Sector
Electronic Technology
Retail Trade
Health Technology
REIT
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Last 5 closed positions
Company
Vistra Corp
Dell Technologies Inc.
Nucor Corporation
ConocoPhillips
3M Company
Ticker
VST
DELL
NUE
COP
MMM
+Date
25.04.2024
14.11.2024
29.10.2020
18.03.2022
29.01.2021
$Close
168.03
102.37
141.73
131.89
131.89
$Add
72.48
134.54
47.50
99.74
148.58
-Date
31.01.2025
29.01.2025
31.10.2024
6.12.2024
5.12.2024
%P&L
+131.83%
-23.91%
+198.38%
+3.60%
-11.23%