Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors)
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Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors)
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I Ranked Every Income Investment, Best to Worst — One Popular Pick Got an F
Most income advice gets one thing backwards: it ranks investments as if there's a single right answer for everyone. There isn't.
So I did something different. I took every income vehicle worth knowing — annuities, covered call ETFs, private credit, REITs, syndications, BDCs, muni bonds, the ones your advisor pitches and the ones they've never mentioned — and I graded all of them, S through F.
But here's the catch that changes everything: I graded them for one specific investor. $5 million, five years from drawing income, comfortable in private markets. Change that investor, and some of these grades flip completely. One of the most popular income products on the market earns a flat F. And a vehicle most people have never had pitched to them lands at the very top.
I'll show you exactly why — and the five dimensions of diversification almost everyone gets wrong, even with a dozen positions.
Watch the full ranking, then build your own. Let's keep building.