Family Office

Family Members: Here are links to view the portfolio
IMPORTANT: Disclosure-Disclaimer

Index (You are here.)
Max Allocation within Business Sector Sort <--- The view we use the most. (All portfolio views updated every four to six weeks.)
Yield Within Business Sector Sort
Yield Sort (All Holdings)
Ticker Sort
First Purchase Date Sort (Typically used to see what is new)
Investment Discipline <--- Last update: 7/22/2026
Portfolio Performance <--- Updated Annually

Not currently owned

Independent Investing Resource Services we read:

Core Tools

Tools we purchase:

                    Investopedia.com
                                           Seeking Alpha.com
       Jussi Askola                          https://seekingalpha.com/mp/1268-high-yield-landlord/articles
       Samuel Smith                        https://seekingalpha.com/mp/1369-high-yield-investor/articles
       Roberts Berzins                    https://seekingalpha.com/author/roberts-berzins-cfa/analysis
       Rida Morwa                           https://seekingalpha.com/mp/1006-high-dividend-opportunities/articles

Morningstar Morningstar.com

https://bdcbuzz.com/

Free tools:

https://www.bdcinvestor.com/

https://totalrealreturns.com/

Our short link: https://is.gd/XPyJP7