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Easy Income Portfolio: July 2025 Update
Monday, July 14, 2025 - 12:36pm | 2359It seems at times like the noise is never ending. This is especially true if you have not yet employed one of the important survival techniques of the 21st century: Turn off the news channels. For many years I kept the financial news network on in the office to make sure I did not miss any breaking...
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Easy Income Portfolio: June 2025 Update
Monday, June 16, 2025 - 10:20am | 2321Welcome to the Easy Income update for June. The markets remain volatile, though perhaps not as volatile as they were in April during the announcement of Liberation Day tariffs. The market has recovered 1.6 percent, a solid comeback. Over the last week, we have been essentially flat. Bonds have not...
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Easy Income Portfolio: May 2025 Update
Thursday, May 15, 2025 - 9:30am | 1130It has been anything but a quiet month in markets but quiet is exactly what the Easy Income Portfolio has achieved once again. The tariff and trade noise has caused violent moves in the markets, and we have missed almost all of them. We just wrapped up a pretty interesting stretch for the portfolio...
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Easy Income Portfolio: April 2025 Update
Wednesday, April 16, 2025 - 3:54pm | 1345Welcome to this month's Easy Income Portfolio update — or, as we've been calling it around here, the bouncy portfolio. Over the last month, prices have done their fair share of hopping around like a rabbit on a trampoline. But while the net asset values have jiggled and jumped, the income has...
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Easy Income Portfolio: March 2025 Update - 'Still Clipping Coupons, Still Getting Paid'
Wednesday, March 26, 2025 - 2:55pm | 970The EZ Income Portfolio keeps doing exactly what we designed it to do—throwing off hefty streams of income while avoiding the rollercoaster ride that comes with chasing hot growth stocks. The past month reminded us once again why boring is beautiful when you're in the income game. Bond Market...
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Easy Income Portfolio: February 2025 Update
Wednesday, February 12, 2025 - 3:50pm | 1168Once again this month Easy Income Portfolio proved its value as a safe haven during turbulent times. In spite of political and economic turmoil, our portfolio delivered a steady stem of consistent income and positive performance. 12 of 15 positions were higher during the month, and the average...
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Easy Income Portfolio: January 2025 Update
Wednesday, January 15, 2025 - 11:36am | 1105The past month has been a rollercoaster ride for investors, with markets taking a beating across the board. From December 15 to January 15, the S&P 500 dropped 4.33%, the Nasdaq fell 4.71%, and small-cap stocks got hammered, tumbling around 8%. The bond market wasn’t spared either, with...
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Easy Income Portfolio: December 2024 Update
Monday, December 16, 2024 - 10:54am | 958It was another calm month for the Easy Income portfolio. Some investments went up a little, and some went down a little. We collected dividends along the way. This is exactly what the Easy Income Portfolio is designed to do. I am pretty sure inflation is going to be sticky. Energy demand will...
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Welcome to the Easy Income Portfolio
Tuesday, November 12, 2024 - 11:08am | 1036This portfolio is designed to do exactly what it says it will. The Easy Income portfolio will deliver a regular and consistent stream of income into your account on a regular basis. Some of the investments pay monthly and others quarterly. The cash can either be the income you need for your dream...
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Easy Income Portfolio: Post-Election Update and Strategy Overview
Monday, November 11, 2024 - 5:53pm | 617The Easy Income Portfolio has proven to be a successful proof of concept within the Benzinga ecosystem over the past month, demonstrating resilience during a period of significant market events. Most notably, the unexpected and decisive victory of Donald Trump in the presidential election has...