ZTR - Changing Your Investor Mindset
CFK Income portfolio is back to outperforming its primary index. YTD, the CFK Income account is +7.3% vs. +1.6% for the Russell 2000.
Source: Etrade
Unfortunately, this outperformance isn't exactly coming the way we would wish. Month to date we are "only" down -2.1% vs. -7.1% for the Russell 2000. This, however, does bring up a couple nice things about Income portfolios.
First, if you have constructed the portfolio decently, the overall payout should just keep chugging along. CFK Income for instance currently has an expected yield of 9.5%. That yield went up a bit