Updated: 01 April 2024

Portfolio Value: $4700AUD
Yield: 6.9%  p.a
Monthly Income: $43 AUD

Updated 01 June 2024

YieldPRoject High Income Portfolio

Metrics Master Income Trust 

Ticker: MXT

Management Fee: 0.6%

Purpose: Private Equity, Performance target RBA Cash rate + 3.25% p.a

 

Betashares Australian Major Bank Hybrids Index ETF

Ticker: BHYB

Management Fee: 0.35%

Purpose: Track AUS big 4 Hybrid Securities

GlobalX NASDAQ 100 Covered Call ETF

 Ticker: QYLD

Management Fee: 0.6%

Purpose: Track the NASDAQ 100 Index writing covered call options to create income

JPMorgan Equity Premium Income ETF 

Ticker: JEPI

Management Fee: 0.35%

Purpose: Track the SP500 Index writing covered call options to create income

Vanguard Australian Shares High Yield ETF

Ticker: VHY

Management Fee: 0.25%

Purpose: Track the FTSE Australian High Yield Index

Plato Income Maximiser LTD

Ticker: PL8

Management Fee: 0.8%

Purpose: Actively manage a portfolio of Australian shares targeting income

Wilson Asset Management Leaders

Ticker: WLE

Management Fee: %1.025

Purpose: Actively manage a portfolio of mixed asset investments. 

Washington H Soul Pattinson

Ticker: SOL

Management Fee: nil

Purpose: Actively manage a portfolio of mixed asset investments.