In case you’ve been living under a rock, the market has been volatile this year, and income investments have performed extraordinarily poorly. To some, this is an exciting opportunity to look for undervalued gems to add to your portfolio (and we’ll share a variety of attractive opportunities in this report). But it’s also a good time to consider the dramatic ongoing changes to the way businesses operate, and to take a long hard look at where you’re going to invest your nest egg to generate the best income to support your needs going forward.

If you are not exhausted from recent stock market swings—congratulations! You either have nerves of steel or you’ve been wisely “Rip-Van-Winkling” the sensationalist media pundits as a sage long-term investor should. As you can see in the chart—the market has been very volatile this year. This report highlights some of the best investment opportunities now. We also review our current holdings and recent portfolio performance.

2019 was another successful year. Our “Income via Growth” strategy finished the year up 51.6%, “Income Equity” added over 28% (and yields 5.9%), and our “Alternative Fixed Income” strategy currently yields an impressive 7.5% (with relatively very low risk). We’re also kicking off 2020 by adding a “Buy Under” price for every position in every portfolio to help readers monitor positions more closely and more easily.

This is our monthly performance update and holdings review. We share the continuing strong performance of our three investment strategies, including the performance of every single position in each strategy. We also highlight several particularly attractive investment opportunities, right now. The theme of this report is that the valuations of growth stocks are starting to get scary expensive, whereas a bunch of attractive dividend stocks just sold-off and are now offering increasingly attractive investment prices.

It may feel like the market is rising to extreme levels, but index valuations are reasonable, and highly attractive stock-specific opportunities persist. This is our monthly performance update whereby part 1 shares our overview of current market conditions, and part 2 reviews the continuing powerful long-term gains of our three investment strategies (they were all up again over the last month), as well as a performance review of every individual holding (we currently have 65 individual positions across three separate portfolios), and more details on some specific highly-attractive high-income opportunities.

If you’d have been invested in 100% “aggressive growth” stocks over the last two months (for example, young software companies with very high sales growth), you’d have gotten absolutely slaughtered. A bloodbath. Whether you call it a “rotation” or a long overdue “correction,” is irrelevant. The mistake we are talking about is, of course, the failure to prudently diversify your portfolio. We’re not suggesting anyone be a “closet index fund,” but for goodness sake, don’t put all your eggs in one basket. In fact, don’t even put most of them in one basket. You’re too darned old for that crap. And if you don’t know what we’re talking about, for your reference, check out these 7 Deadly Sins of Long-Term Investing (too many eggs in one basket is on the list).

This week’s Weekly doubles as our monthly performance update. We first compare the dueling narratives on interest rates from the Federal Reserve versus the President, and then consider whether your investments where impacted by your decision to believe one story or the other. Next we review the recent performance of our three investment strategies (including every single position). All three strategies continue to deliver market-beating performance and deliver high income for investors. We also share several attractive investment ideas.

Despite increased fear and volatility marketwide, our portfolios beat the S&P 500 (again) in May, and continue to grow their powerful long-term track records of income and appreciation. We don’t expect readers to match our portfolios exactly (even though they can come pretty close if they want); rather, the idea is to share top ideas and strategies to help you manage your own investment portfolio. This report shares our May performance, individual holdings weights & returns, and concludes with our views on how/when to rebalance your own portfolio, as well as where we’re seeing the best investment opportunities within the current market turbulence.