Hey! This month, IQ Score took a big step from a scoring tool toward a portfolio-first research platform. Connect your broker, see the quality of the income assets you already own, discover Friends you may be missing, and track what changed this month. Connect your broker Connect your Broker.
Research
We tested whether EMA-based buy and sell signals could improve closed-end fund investment outcomes. Across hundreds of CEFs and millions of fund-days, the answer was clear: the data layer worked, but the timing model did not.
Income Investing
Steven Bavaria taught me to view credit as an income-producing factory. But I was still missing a consistent way to measure the durability of each income asset.
Income Investing
A different way to measure an income portfolio: focus on growing working capital and projected 12-month income—not on keeping every ticker green.
Expert Portfolios
Most income investors do not start with a blank sheet of paper. They start with a list. A model portfolio. A newsletter recommendation. A “best income funds” article. A high-yield screen. A portfolio from someone who seems to know what they are doing. And honestly, that is understandable. Income
IQ Score
A durability-first way to tell income Friends from Foes — and why yield alone lies.