Find income with my eclectic portfolio of adventurous investments

David C Stevenson looks at how to build a portfolio that produces a reliable, robust income, using specialist dividend-orientated investment trusts backed by solid assets and underlying balance sheets.

This week I'm returning to the topic of how to build a portfolio that produces a reliable, robust income, using specialist dividend-orientated investment trusts backed by solid assets and underlying balance sheets.

A few weeks ago I outlined a fairly simple mini-portfolio' of infrastructure and real-estate investment trusts, aiming for an income of 4%-5% a year. This time, I want to get more adventurous. I'm looking at an eclectic range of closed funds and investment trusts that let you access several themes, including asset-backed loans, peer-to-peer (P2P) lending, aeroplane leasing and litigation finance.

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Doric Nimrod Air Two (DNA2)236.25p25.3%£909m0.2%7.6%Qtly1.14%1.14%
Burford Capital (BUR)118.5p18.6%£204m2.5%2.6%Annualn/a10.57%
BlackRock Commod. Inc. (BRCI)114.375p0.2%£121m2.0%5.2%Qtly1.40%1.40%
CATCo Reinsurance Opps (CAT)$1.090.0%£194m1.8%5.3%Annual1.90%1.90%
Utilico Emerging M'kets (UEM)187p-4.7%£440m0.4%3.3%3 a year0.86%3.34%
NB Glob. Float. Rate Inc. (NBLS)98.95p-1.1%£1,245m0.5%4.1%Qtly1.07%1.07%
TwentyFour Income (TFIF)125p3.8%£321m0.4%4.0%Qtlyn/an/a
P2P Global Investments (P2P)1,065.5p8.2%£197m-6.0%Qtlyn/an/a
ICG-Longbow Senior Secured UK Prop. Debt (LBOW)101.75p4.1%£105m0.7%4.4%Qtly1.50%1.50%
Starwood Europeab Real Estate Finance (SWEF)103p4.4%£235m0.7%3.1%Qtly0.76%0.76%
AverageRow 10 - Cell 1 5.9%£397.3m1.0%4.6%Row 10 - Cell 6 Row 10 - Cell 7 2.71%
David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.