RVT: Small-Cap Stocks Poised To Outperform In 2026

Group 1 - The Income Compounder Portfolio utilizes an Income Factory strategy focused on compounding investment income through reinvesting and increasing the share count of dividend-paying securities, which aids in generating a growing income stream over time, irrespective of market conditions [1] Group 2 - The investor profile indicates a focus on high-yield income stocks and funds, including BDCs, REITs, CEFs, and ETFs, to enhance retirement income beyond pension and Social Security [2] - The investor emphasizes the importance of conducting thorough research and making informed long-term investment decisions, especially after experiencing minimal losses during the Great Recession [2]