Income investing: How to maximize your investment revenue without a tradeoff

In fact, do you know how much income your investments generate for you, or exactly what your investment yield is? If not, it’s time to check your dashboard—and then ask a more important question:

Is this the best you can do without increasing risk or sacrificing quality?

What is income investing?

Beware of tradeoffs in income investing

Finding stocks and ETFs to boost investment income

STEP 1: Check your average portfolio investment yield on the dashboard 

Investment yield on mobile view

STEP 2: Look at your portfolio fundamentals and identify securities with below average yield

Dividend yield in fundamental view

STEP 3: Screen for stocks or ETFs with yields in excess of portfolio yield

Dividend in screener

Portfolio optimization and income investing

These are the checks a prudent investor should run:

  1. Portfolio diversification: Maintain a well-diversified portfolio
  2. Portfolio risk: Keep portfolio beta stable 
  3. Portfolio quality: Maintain or at least increase portfolio Ziggma Score
Portfolio simulation of impact on yield

Investment income makes sense for all types of investors

Frequently Asked Questions

Who is income investing for? 

What do I need to start income investing? 

What are the best securities to buy for income investing?

Is income investing risky? 

Important Notice

This article is not investment advice.

We believe the information contained in this text to be reliable but do not warrant its accuracy or completeness. Opinions, estimates, and investment strategies and views expressed in this document constitute our judgment based on current market conditions available data and are subject to change without notice. Please consider your full financial situation prior to making an investment decision.