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📈 Bull market test: passed. Income still flowing.
2025 was driven by tech, growth stocks, and soaring equity indices. In that kind of environment, income portfolios are supposed to struggle.
Mine didn’t.
➡️ ~17% total return ➡️ ~12% cash yield collected ➡️ A slight underperformance versus equity benchmarks — deliberate and expected
From day one, I accepted the trade-off: less capital appreciation during euphoric markets in exchange for massive, recurring cash flow.
👉 The result: an income portfolio that holds up in a bull market without betraying its core objective. 👉 What’s next: more diversification, stricter discipline… and possibly leverage.
🔍 Full 2025 portfolio review here ⬇️ (numbers, biases, mistakes — and the roadmap for 2026)
Jan 9
at
4:23 PM