Dividend FundBack to Steve’s Personal Portfolio fund
Income Factory

OTF Blue Owl Technology Finance Corp.

Included in Steve’s Personal Portfolio, dated Sep 1, 2026. Published weight priorities · 20-holding maximum · 1–10% limits. The plan uses a saved spreadsheet snapshot; later changes are not included. Source row 10. Published market-value weight: 2.12%. This sets its relative priority before the 1–10% limits. Private-company defaults, non-accruals, leverage and changes to regular or supplemental dividends. Charts use market history from Jun 12, 2025 for this security identity.

Income consistency rank—Insufficient data

Outside this active collection. Past picks and investments from other collections do not receive this ranking.

Hypothetical investment

Growth of $10,000

Dividends reinvested · no additional contributions

OTF would be worth$7,426Available history · 5Y requested · as of Sep 18, 2026
S&P 500 (SPY)$12,825Same $10,000 · same dates
Total gain / loss−$2,574-25.7% total return
OTFS&P 500 (SPY)
Jun 12, 2025 · $10,000 investedSep 18, 2026

The selected period exceeds this investment’s age; the chart shows its complete available trading history. Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.

Checking the latest completed session…

Market performance

Total return

Price movement plus reinvested distributions, compared with SPY.

-25.7% over available history
1 YEAR TOTAL RETURN-22.6%
Price-31.8%
Dividend+9.2%

Net loss; shares not shown.

Available history
1.2 YEARS TOTAL RETURN-25.7%Since inception-20.9% / yr annualized
Price-36.1%
Dividend+10.3%

Net loss; shares not shown.

Available history

Dividend includes all distributions and reinvestment.

Jun 12, 2025Sep 18, 2026
Total return-25.74%
S&P 500 (SPY)+28.25%
Annualized return-20.93%
Largest drawdown-30.79%
Transparent ranking calculation

Why no rank is assigned

Income consistency · Only eligible investments in this collection are ranked.

Outside this active collection. Past picks and investments from other collections do not receive this ranking.

This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.