ARCC - The 8% Income Portfolio: High Income With Lower Volatility (And Market-Beating Returns)

The "8% Income Portfolio" continues to perform well during good times and bad. Currently, it provides 10.40% yield on the cost basis and 7.20% yield on the current portfolio value. During the first six months of 2019, the portfolio has returned 18.28% (21% after excluding cash) with nearly 40% less volatility than the S&P 500. Since inception (Oct. 2014), it has provided an annualized return of 10.20%, even after including a cash reserve of 10-15% at all times.

This is a high-income portfolio that in our view is suitable even for conservative investors, including retirees.