The Other Half of My Income Portfolio

In the last two newsletters, I broke down the foundation of my income portfolio, the positions that anchor stability and set the tone.

This issue covers the remaining ETFs I hold, why they exist, and how they support the overall income strategy.

Same rules as before:
This isn’t about copying positions.
It’s about understanding the role each one plays.

Shares held: 120.0727 (DRIP quietly at work)
Role: Global income + long-term growth balance

BIGY plays a different role than most of the income ETFs in my portfolio.

While many of my holdings focus on Canada or North America, BIGY adds global exposure, which helps diversify where my income actually comes from.

At its core, BIGY is designed to generate income while maintaining exposure to global equity markets. It’s not about squeezing out the highest yield it’s about balancing cash flow today with participation in long-term growth across different regions and economies.

I hold BIGY because:

This isn’t my highest-paying ETF, and that’s intentional. Not every holding needs to maximize yield. Some exist to make the overall portfolio stronger and more resilient.

DRIP is enabled, so every distribution automatically buys more shares. Over time, that turns global income into more ownership without me needing to intervene.

BIGY is my let it “work” position.
It doesn’t demand attention, but it quietly supports the long-term health of the entire income strategy.

Also pays Distributions Bi-weekly instead of Monthly

Shares held: 148.8796
Role: Adaptive / tactical income

SDAY is built to adjust based on market conditions.

At its core, SDAY uses a tactical approach to income generation, aiming to adapt rather than stay locked into a single market outcome.

I hold it because:

This is a supporting position not a core anchor but it adds an extra layer of balance when markets shift.

Shares held: 154.6732
Role: Canadian dividend income

VDY is one of the more traditional income ETFs I own.

At its core, VDY holds high-quality Canadian dividend-paying companies, focusing on reliable payouts from established businesses.

I hold it because:

This is simple, boring income — and there’s real value in that.

Shares held: 345.2968 (DRIP quietly compounding)
Role: Enhanced income

HYLD is designed to push portfolio income higher.

At its core, HYLD uses a diversified income strategy to enhance yield, spreading exposure across multiple assets rather than relying on a single sector or outcome.

I hold it because:

This position helps smooth income across the portfolio while DRIP keeps the compounding working in the background.

These ETFs aren’t meant to stand alone.

They support the foundation by:

Between all parts of the portfolio, the goal stays the same:

Steady income, Controlled risk, and a structure I can stick with through full market cycles.

Income investing, for me, isn’t about finding the perfect ETF.

It’s about building a system that:

Steady beats exciting especially over time.

This is simply how I invest. It fits my temperament, but everyone’s situation is different.

— Brandon Wealth

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