The Importance of Portfolio Rotation for Income-Focused Investors
Understand Fly High’s portfolio-rotation reasoning, earnings yield on cost, and the opportunity cost of retaining a weakened holding.
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Three articles, in a practical reading order.
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36 articles
Dividend Investing at Fly High Investing
Start with Fly High’s approach to earnings, dividend support, diversification, and ongoing portfolio monitoring.
The Hidden Dividend Treasure Inside Fly High Investing
Explore reserve earnings and the article’s distinction between current-period coverage and previously undistributed earnings.
Who Really Moves the Stock Market and Why It Matters
Explore the article’s discussion of automated trading, market ownership, and the questions this raises for long-term investors.
The Hidden Cost of Covered-Call ETFs
Examine the article’s comparison of covered-call and dividend funds when distributions are spent rather than reinvested.
Fly High Investing vs. Wall Street
Compare investment-product incentives, costs, and objectives with Fly High’s income-first framework.
The Dividend Feedback Loop: When Falling Prices Create Explosive Income Growth
Explore dividend reinvestment through a deliberately exaggerated example of changing prices and unchanged payouts.
Why Some Companies Pay Base, Supplemental and Special Dividends
Distinguish base, supplemental, and special dividends and the different circumstances behind each payment.
Why Discounts to NAV Matter for Dividend Investors
Examine the relationship between market price, net asset value, and the income purchased with each investment dollar.