The Income Compounder Portfolio utilizes the notion that compounding investment income by reinvesting and growing the share count of dividend-paying securities can help to generate a growing income stream over time, regardless of market dynamics.In investing, they often say, the trend is your friend. However, if you have invested in funds that invest in the equity tranches of CLOs (collateralized loan obligations) in 2025, the trend has not been friendly at all. For investors who bought sharesNow retired, I ...

高利率环境影响 - 高利率环境持续对严重依赖CLO（贷款抵押债券）的基金造成冲击[1] - 高利率有利于创收，但导致金融环境更具挑战性且趋紧[1] 投资策略与资产配置 - 投资策略结合了增长与收入，构建了混合系统，总回报率与标普500指数相当[1] - 资产配置以经典股息增长型股票为基础，并加入商业发展公司、房地产投资信托基金和封闭式基金，以有效提升投资收入[1]

利率环境对债务投资的影响 - 高利率环境持续对债务投资造成压力 包括OFS Credit Company在内的投资工具也受到影响 [1] - OFS Credit Company通过投资CLO(抵押贷款凭证)组合来获取收益 该组合具有多元化特点 [1] 投资策略分析 - 采用混合增长与收益的投资系统 在保持与传统指数基金相当的总回报同时提升投资收入 [1] - 投资组合构建基础为经典股息增长型股票 并辅以商业发展公司(BDCs)、房地产信托基金(REITs)和封闭式基金等资产类别 [1]