Easy Income Portfolio: October 2026 Edition
This has not been a fun stretch for income investors. Treasury yields have jumped, and prices have fallen across preferred stocks, mortgage securities, closed-end funds and other investments people own for
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Filed: 2026-09-30 AccNo: 0001999371-26-021657 Size: 259 KB Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year Item 5.07: Submission of Matters to a Vote of Security Holders Item 9.01: Financial Statements and Exhibits
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This has not been a fun stretch for income investors. Treasury yields have jumped, and prices have fallen across preferred stocks, mortgage securities, closed-end funds and other investments people own for
Income investors have spent much of the past month dealing with a market that refuses to make life simple. Equities remain resilient, but they are also increasingly concentrated in a handful of large technology
The Easy Income portfolio is doing exactly what we built it to do. It is collecting a substantial amount of cash from a diversified group of investments that do not all depend on the same economic outcome, the same