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, independent of market conditions [1] Group 2 - The investor profile described is income-oriented, seeking high-yield income to support retirement lifestyle, with a focus on dividend-paying stocks and funds such as 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, particularly after experiencing minimal losses during the Great Recession [2]