Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Chapters
1. Setup, CE credits, and agenda (00:00:00)
2. Rate cuts and the income problem (00:02:20)
3. What HIPS invests in and why (00:07:05)
4. Pass-throughs and tax-efficient payouts (00:11:20)
5. The four sectors: REITs, MLPs, BDCs, CEFs (00:15:05)
6. All-weather income across cycles (00:19:05)
7. Index design: high yield, low volatility (00:22:48)
8. Transparency, holdings, and performance (00:26:18)
9. COVID stress test and consistent distributions (00:29:48)
10. Taxes, return of capital, and expense ratios (00:32:18)
11. Portfolio role: core vs satellite income (00:37:55)
12. NAV questions and trade-offs (00:41:55)
13. Pairing HIPS with Yield Boost strategies (00:45:55)
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