Informed Investing

MAY 12, 2026

My April Portfolio Update: Turning Yield into Growth | Season 2 Ep 7 Roth IRA Series

In the latest episode of my Roth IRA series, I discuss the recovery of my portfolio and the benefits of maintaining a steady approach to passive income. I highlight how I leverage cash flow from high-yield ETFs to bolster my core investment in SCHB, offering a strategy for building a growth engine without the need for constant...

A $750,000 Portfolio That Quietly Pays You $41,700 a Year

To achieve an annual income of $41,700 from a $750,000 portfolio, consider a balanced approach. A moderate strategy might allocate 25% to a low-cost dividend ETF like Schwab U.S. Dividend Equity (yielding 3.5%), 30% to a covered call equity ETF, and 20% to Realty Income (yielding 5%). This blend offers a sustainable income...

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My April Portfolio Update: Turning Yield into Growth | Season 2 Ep 7 Roth IRA Series

A $750,000 Portfolio That Quietly Pays You $41,700 a Year