RLTY - Steven Bavaria Takes Investors Inside The Income Factory
2024-07-03 07:30:00 ET
Summary
- Steven Bavaria discusses his investing strategy, focusing on generating income through high-yield assets like closed-end funds and credit markets.
- He emphasizes the importance of sticking with a strategy that aligns with one's risk tolerance and long-term goals, whether it's traditional equity investing or an income factory approach.
- Bavaria recommends considering credit investments, like BDCs and CLO funds, as a favorable option in the current economic and political climate.
Listen here or on the go via Apple Podcasts and Spotify
Steven Bavaria takes us inside the Income Factory (0:55). Looking at funds, high yielding asset classes using these metrics (7:45). Credit oriented investments over most dividend stocks (10:30). Pros and cons of closed end funds and business development companies (13:00). Model portfolio allocation (23:15) REITs and real estate (27:46).
Transcript
Rena Sherbill: Steven Bavaria, really nice to have you on one of our podcasts. Really nice to have you on Seeking Alpha. It's been a long time coming. Appreciate you coming on the show.
Steven Bavaria: It's a pleasure. Thank you.
RS : It's a pleasure to have you. Like I said, you've been writing on Seeking Alpha for a long time. So, good to have you on finally. You now run an investing group called Inside the Income Factory .
I'd love it if we got started with how you're approaching the markets. You've also written a book about it. So if you could synthesize your strategy and how you approach investing, I think, that's a nice place to start.
SB : Sure. I guess we could start with the name of the book, The Income Factory and the service Inside the Income Factory. I started out investing like most other people, trying to make an equity return of 8%, 9%, 10%, which has been the average for the last 100 years....
Steven Bavaria Takes Investors Inside The Income Factory