Almost no other category of investing has experienced as much turmoil in the last 12 months as income investors have been subjected to.
Interest rates have been on a roller coaster ride that has churned the landscape for core themes in fixed-income, REITs, preferred stocks, and even dividend paying equities. Years of low volatility in many of these categories had lulled income seekers into a false sense of security that led to jolting changes in a short period of time.
Fortunately, we have seen stabilization in interest rates this year and fears of a stock market collapse have yet to materialize despite the best efforts of “top-calling experts”. Now that we just closed out the first quarter, this is a perfect time to review your statements and assess the strengths and weaknesses of your portfolio. Through this analysis, you may find areas that can be adjusted to enhance your returns for the remainder of the year.
Here are five essential strategies for ETF income investors.