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While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.

The yield you chase determines not just how much capital you need, but whether your income quietly erodes over time or quietly grows. The right answer is less obvious than most retirees assume.

A Roth IRA shelters the highest-yielding investments from the taxes that quietly gut their payouts outside that wrapper, but the capital required and the tradeoffs hiding inside each yield tier vary more than most investors expect.

Many investors are growing increasingly complacent. I detail three very big mistakes that I am seeing a lot of investors make right now. I discuss why bonds may be riskier than they seem, historically cheap-looking high-yield securities may not be nearly as undervalued as they seem, and many investors are overpaying for outperformers.

Many infrastructure stocks have sold off recently. I detail two proven income-generating opportunities that I think are compelling buys on the dip. They yield 7-8% and pay out monthly dividends.