Designing a focused income sleeve

Income investing isn’t just about bank dividends anymore. From options strategies to royalties and leveraged credit, the menu has exploded and investors are taking notice. In this episode, Tom Wickenden (Betashares) breaks down the modern income toolkit and how to actually use it.

In this episode:

0:00 Why income investing is booming (even for younger investors)

6:50 The full menu: dividends, bonds, REITs, infrastructure & beyond

12:45 ETF jargon decoded: dividend vs high yield vs options strategies

18:30 Royalties explained (and why they’re so powerful)

22:00 Leveraged credit ETFs and the role of gearing

26:20 Building an all-weather income portfolio

32:00 Final thoughts + investing advice

Stocks & ETFs mentioned in this episode: Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD),Betashares Australian Top 20 Equity Yield Maximiser ETF (ASX: YMAX), Australian Dividend Harvester Active ETF ETF (ASX: HVST), Betashares Australian High Interest Cash ETF (ASX: AAA), Betashares Global Royalties ETF (ASX: ROYL), Betashares Australian Government Bond ETF (ASX: AGVT), Betashares Subordinated Debt ETF (ASX: BSUB), Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX: HCRD), Betashares Global Infrastructure ETF (ASX: TOLL)

Podcasts mentioned: Odd Lots

If you’re looking for regular income, the Betashares Australian Enhanced Credit Income Complex ETF (ASX: ECRD) aims to provide investors with a high level of income through exposure to a portfolio of investment grade, Australian fixed income securities, with yields enhanced through the use of gearing. ECRD is designed for income-focused investors seeking returns beyond what you might get from traditional fixed income but remember, gearing can magnify gains and losses. Learn more at betashares.com.au. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.

Want to get involved in the podcast? Record a voice note or send us a message

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points

• Listen to the podcast (Apple | Spotify)
• Watch on YouTube
• Read the monthly email

———

Looking for some of our favourite research tools?

• Download our free Basics of ETF handbook
• Or our free 4-step stock checklist
• Find company information on TIKR
• Research reports from Good Research
• Track your portfolio with Sharesight

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people

today.

———

Equity Mates Investing is a product of Equity Mates Media.

Hosted on Acast. See acast.com/privacy for more information.