Informed Investing

SEPTEMBER 25, 2026

SCHD Anchors a 7.8% Income Portfolio. The Fourth Fund Decides How Hard It Falls.

This article analyzes a hypothetical income portfolio featuring six funds, highlighting the critical choice between PFFA (Virtus InfraCap U.S. Preferred Stock ETF) and JAAA (Janus Henderson AAA CLO ETF) for optimal income generation. With PFFA, the portfolio yields 7.8%, translating to approximately $77,700 annually on a $1...

I Analyzed All 62 YieldMax Funds. Only 7 Survived

In a thorough analysis of 62 YieldMax ETFs, only 7 emerged as viable options for retirement portfolios. Key takeaways include the importance of understanding distribution rates versus yield, and the distinction between good and bad Return of Capital. The analysis also highlights the four-quadrant product framework, aiding...

#fund analysis

SCHD Anchors a 7.8% Income Portfolio. The Fourth Fund Decides How Hard It Falls.

I Analyzed All 62 YieldMax Funds. Only 7 Survived