If you are an income-focused investor, there are lots of reasons to consider making an allocation to this attractive high-yielder, such as the high yield, monthly payments, attractively discounted price, hard to access investments, and its potential to be an effective hedge against rising interest rates. But before you dive in headfirst, you should also consider the risks. This type of investment is not for everyone, but if you like high monthly income, this one is worth considering, especially after the recent big and unwarranted sell-off.

The following table shows performance (total returns) for various style, sector and asset class ETFs. It also tells a story about where we are in the current classic economic cycle (not early!), and has implications for investors (i.e. now may not be the right time to get greedy). In this report, we review the data, share a prominent “selective data driven narrative,” and share our own opinion, before concluding with our viewpoint on how to be prepared.

We just made a new purchase in our Blue Harbinger Disciplined Growth portfolio. And before you start wondering, this is NOT a high-income investment. This is a powerful long-term cash flow thesis, and the recent short-term sell-off has created a compelling entry point.

If you like high income and attractively discounted prices, this article has 3 ideas for you to consider. The ideas range from equity CEFs to bonds to high-yield BDCs, but they all have two things in common: (1) high income, and (2) attractively discounted prices. Without further ado, here is the list...

Don't be this guy! As many investors got burned last month with overly concentrated "hyper-growth" portfolios, our performance continues to be strong, and we like our holdings going forward. Some of our under-priced securities started to post the big gains we believe they're overdue for, and a couple positions sold off, thereby making them even more attractive going forward; we will review those (and our overall performance) in this report.

There is a lot of gloom and doom surrounding big-dividend REIT Omega Healthcare (OHI). The negativity originates mainly from Omega’s many troubled operators. And investor fear has grown as short-interest remains high, the share price has been volatile, and the very recently announced termination of restructuring support for Orianna. With Omega expected to announce earnings this week, this article reviews the big risks before concluding with our views on who may or may not want to own this high-income REIT.