The Income Compounder Portfolio utilizes the notion that compounding investment income by reinvesting and growing the share count of dividend-paying securities can help to generate a growing income stream over time, regardless of market dynamics.In investing, they often say, the trend is your friend. However, if you have invested in funds that invest in the equity tranches of CLOs (collateralized loan obligations) in 2025, the trend has not been friendly at all. For investors who bought sharesNow retired, I ...

Group 1 - The higher interest rate environment is negatively impacting funds that rely heavily on collateralized loan obligations (CLOs) [1] - While higher interest rates can enhance income generation, they also create a challenging environment characterized by tighter financial conditions [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can effectively boost investment income while achieving total returns comparable to traditional index funds like the S&P [1]

Group 1 - The higher interest rate environment is negatively impacting debt investments, including OFS Credit Company (NASDAQ: OCCI) [1] - OFS Credit Company offers exposure to a diversified portfolio of collateralized loan obligations (CLOs) [1] - The fund aims to generate income through its investments in CLOs, which are designed to provide financial returns [1] Group 2 - The company emphasizes a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds [1] - This strategy is intended to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]