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Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Building All-Weather Income with Pass-Throughs and HIPS

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Manage episode 511933914 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
  continue reading

Chapters

1. Setup, CE credits, and agenda (00:00:00)

2. Rate cuts and the income problem (00:02:20)

3. What HIPS invests in and why (00:07:05)

4. Pass-throughs and tax-efficient payouts (00:11:20)

5. The four sectors: REITs, MLPs, BDCs, CEFs (00:15:05)

6. All-weather income across cycles (00:19:05)

7. Index design: high yield, low volatility (00:22:48)

8. Transparency, holdings, and performance (00:26:18)

9. COVID stress test and consistent distributions (00:29:48)

10. Taxes, return of capital, and expense ratios (00:32:18)

11. Portfolio role: core vs satellite income (00:37:55)

12. NAV questions and trade-offs (00:41:55)

13. Pairing HIPS with Yield Boost strategies (00:45:55)

848 episodes

Artwork
iconShare
 
Manage episode 511933914 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
  continue reading

Chapters

1. Setup, CE credits, and agenda (00:00:00)

2. Rate cuts and the income problem (00:02:20)

3. What HIPS invests in and why (00:07:05)

4. Pass-throughs and tax-efficient payouts (00:11:20)

5. The four sectors: REITs, MLPs, BDCs, CEFs (00:15:05)

6. All-weather income across cycles (00:19:05)

7. Index design: high yield, low volatility (00:22:48)

8. Transparency, holdings, and performance (00:26:18)

9. COVID stress test and consistent distributions (00:29:48)

10. Taxes, return of capital, and expense ratios (00:32:18)

11. Portfolio role: core vs satellite income (00:37:55)

12. NAV questions and trade-offs (00:41:55)

13. Pairing HIPS with Yield Boost strategies (00:45:55)

848 episodes

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