High Income Momentum — Monthly Recap (July 2026)
Month: +4.74% compounded.
Year-to-date: +13.46% compounded.
Div Yield: 5.62%
Dividends distributed in July: +0.66% of the book across 5 holdings.
23 sessions — 13 up, 10 down. The mid-month week did the heavy lifting; the book stays dividend-focused and lower-beta, with income paid on top of price return.
Copy the portfolio.
Past performance is not indicative of future results. Capital at risk.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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