Workflow
CCAP
icon
Search documents
My 2 High Conviction BDC Picks To Beef Up Returns
Seeking Alpha· 2026-01-08 16:31
Group 1 - The focus of recent articles on business development companies (BDCs) is on identifying durable dividend payers with strong protection against falling base rates and increased credit risk [1] - Roberts Berzins has over a decade of experience in financial management, aiding top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Berzins has been involved in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - He holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1] - Berzins is actively engaged in thought-leadership activities to support the development of pan-Baltic capital markets [1]
My Income Portfolio's Year-End Review
Seeking Alpha· 2025-12-30 15:24
Group 1 - The article discusses the author's transition from a career in publishing to finance, emphasizing the importance of self-improvement and personal experiences in managing an income portfolio based on ETFs and CEFs [1] - The author highlights a 25-year career in editing before shifting focus to finance in 2005, indicating a significant career change and the development of new skills [1] - The narrative suggests that sharing personal investment experiences can provide valuable insights for others looking to manage their own portfolios [1] Group 2 - There is no relevant content regarding company or industry analysis in the provided documents [2][3]
My Income Portfolio - NAV Never Lies
Seeking Alpha· 2025-10-15 12:48
Group 1 - Modica is a small town in Sicily, recognized as a UNESCO World Heritage Site, known for its pleasant environment and proximity to Syracuse [1] - The author transitioned from a 25-year career in publishing to finance in 2005, focusing on building an income portfolio with ETFs and CEFs after losing a job in 2013 [1] Group 2 - The article does not provide any specific company or industry analysis, nor does it include investment recommendations or disclosures related to financial performance [2][3]
My 10% Income Portfolio-Mirror, Mirror On The Wall
Seeking Alpha· 2025-09-10 05:50
Group 1 - The article discusses the author's transition from a career in publishing to finance, emphasizing the importance of building an income portfolio using ETFs and CEFs [1] - The author highlights the experience gained over 25 years in editing and how it contributes to insights in managing an income portfolio [1] Group 2 - There is a disclosure regarding the author's long positions in various financial instruments, indicating a personal investment strategy [2] - The article clarifies that the author's opinions are independent and not influenced by any business relationships with mentioned companies [2]
I'm Buying Magnificent Dividends Up To 9% Yield
Seeking Alpha· 2025-02-27 13:15
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - A contrarian mindset is beneficial for dividend investors seeking higher yields compared to the S&P 500 [2] Group 2 - The article emphasizes the importance of due diligence and personal conclusions in investment decisions [4][5]