The February 2026 Easy Income Portfolio focuses on robust income streams despite market sentiment fluctuations. It highlights the resilience of private credit, energy income, and mortgage-backed securities, arguing that current market fear around areas like AI’s impact on software lending is an overreaction rather than fundamental deterioration. The portfolio emphasizes diversified, structured investments like preferred stocks, closed-end funds, and various debt instruments, aiming for consistent cash flow and potential upside from mispricing.
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Easy Income Portfolio: February 2026 Edition
The February 2026 Easy Income Portfolio focuses on robust income streams despite market sentiment fluctuations. It highlights the resilience of private credit, energy income, and mortgage-backed securities, arguing that current market fear around areas like AI’s impact on software lending is an overreaction rather than fundamental deterioration. The portfolio emphasizes diversified, structured investments like preferred stocks, closed-end funds, and various debt instruments, aiming for consistent cash flow and potential upside from mispricing.