IGA: Flawed Global Dividend Fund

Core Insights - U.S. indices are near all-time highs, prompting investors to seek diversification beyond U.S. equities [1] - Voya Global Advantage and Premium Opportunity are highlighted as potential options for diversification [1] - A hybrid investment strategy combining dividend growth stocks, Business Development Companies, REITs, and Closed End Funds is suggested to enhance income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The strategy focuses on high-quality dividend stocks and assets with long-term growth potential [1] - The approach aims to create a balance between income generation and total return, aligning with the performance of the S&P [1] - The use of a diversified portfolio can effectively boost investment income while maintaining risk levels similar to traditional investments [1]