BDJ: A Defensive Income Fund For Investors Seeking Reliability

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), and Closed-End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The strategy involves creating a balanced portfolio that focuses on both growth and income, which can lead to a significant boost in investment income [1]. - The approach aims to capture total returns that align with the performance of the S&P index, indicating a robust investment methodology [1].