I’ve spent 5+ years developing a systematic, rules-based approach to income investing. The goal: generate reliable monthly income while protecting the capital that produces it.
My verified Interactive Brokers track record through a complete market cycle:
2022: -4.91% — when the average income fund dropped 20-25% and the S&P dropped 18%
2023: +23.19%
2024: +26.08%
2025: +34.89%
4-year average: ~19.8%/year
I built an automated decision engine that monitors every fund for deterioration risk and timing signals — so income doesn’t get cut and capital doesn’t quietly disappear. The vehicle is closed-end funds (CEFs) — an overlooked corner of the income market that most investors don’t know how to evaluate systematically.
Free newsletter: weekly income market commentary and monthly Signal Scorecard showing how the system’s signals performed vs the universe.
Paid dashboard: live BUY/HOLD/SELL signals for every fund, with health monitoring and deterioration alerts.
Past performance does not guarantee future results. This is not investment advice.
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