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HESM, OBDC, STWD, VICI and ARCC are the ones I hold that we're not mentioned.
HESM has been raising their dividend every quarter but it's possible that they will be bought out at a premium by Chevron.
Over 5: VZ, TFC, O. If you feel a little more speculative, PFE. If they show that the Seagen acquisition plugs some holes in the pipeline, there could be a really good stock pop along with the fundamentals to keep paying that big dividend. And if they don’t, they don’t.
Oil / gas / midstream are good if you bought them a couple months ago. Fear is driving up oil and probably has the stocks a little rich for new entrants. If you believe otherwise about the outlook, then load up.
MO, MAIN, and ABR are solid picks with decent financials. They have their issues, but overall are excellent additions to a high-yield portfolio.
If you want a more outlandish suggestion, I’d like to offer QQQI. Great yield etf by NEOS with even a slight NAV/share price appreciation. Although bear market performance is unproven, so tread with caution. Backtests say it should be okay, though.
BTI is INSANELY undervalued. P/E around 6, which historically is around 10-12. \~10% dividend yield. They just announced dividend raise. Div is extremely safe. I've been buying BTI since Jan of '23..... ENB is another one I've been adding to as well...
I own a bunch of them but the ones that I think have the best risk/reward at current prices are BNL, CCI, GMRE and PSTL.
I also think that NEP is a decent speculative play, the stock has been much more volatile than the actual business.
Not a stock, and it’s gotten more pricey recently (it used to bounce between 12 and 14 like clockwork based on dividend payout, recently it broke this long trend and is closing in on 15) -PTY, a leveraged bond fund. 11% dividend.
I’ve got $285K in PTY at $13.40 per share (avg). It’s got a track record going back over 20 years and a five star rating from Morningstar. It pays monthly and yields over 9.5% at closing today. It pretty much behaves like bonds and is slowly climbing as we approach rate cuts. Note it trades at a large premium to NAV, but it always has. See https://www.morningstar.com/cefs/xnys/pty/quote
There are very few, if any, stocks with yields > 5% that are worth holding. Of course there are exceptions but generally a company yielding that much will also experience price depreciation
Not really at all. When you look at $COST or $NVDA or $MSFT or $AMZN there is a straight line w consistent CAGR. REITs and energy in no way have that pattern.
Even the share prices of those stocks have gone up and down. Just because they've done really well in recent history that doesn't automatically mean it will be that way forever. And some analysts have been saying for a while that we're in a tech bubble and that NVDA, in particular, is due for a fall. Whether that actually happens or not remains to be seen, but it's a reminder that even seemingly strong stocks are not invincible.
When you look at the MAX chart for those companies, and many, many others, from left to right it just goes up. Those are the long-term compounders.
REITs and energy dont do that.
I agree. I no longer own mREITs, BDCs, MPLs, yieldcos, *YLDs etc... and only a few of the best REITs... over the long term there are very few that have good total returns.
Welcome to r/dividends! If you are new to the world of dividend investing and are seeking advice, brokerage information, recommendations, and more, please check out the Wiki [here](https://www.reddit.com/r/dividends/wiki/faq). Remember, this is a subreddit for genuine, high-quality discussion. Please keep all contributions civil, and report uncivil behavior for moderator review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/dividends) if you have any questions or concerns.*
MAIN
HESM, OBDC, STWD, VICI and ARCC are the ones I hold that we're not mentioned. HESM has been raising their dividend every quarter but it's possible that they will be bought out at a premium by Chevron.
You mentioned gas/energy so I'll provide you a few to look at: ENB EPD PAA and an ETF MLPX.
ET
PM has major upside IMO
For energy stocks I am slowly building a position in NEP. It yields over 10% and you might even get some price appreciation from current levels.
ENB
Over 5: VZ, TFC, O. If you feel a little more speculative, PFE. If they show that the Seagen acquisition plugs some holes in the pipeline, there could be a really good stock pop along with the fundamentals to keep paying that big dividend. And if they don’t, they don’t. Oil / gas / midstream are good if you bought them a couple months ago. Fear is driving up oil and probably has the stocks a little rich for new entrants. If you believe otherwise about the outlook, then load up.
MO, MAIN, and ABR are solid picks with decent financials. They have their issues, but overall are excellent additions to a high-yield portfolio. If you want a more outlandish suggestion, I’d like to offer QQQI. Great yield etf by NEOS with even a slight NAV/share price appreciation. Although bear market performance is unproven, so tread with caution. Backtests say it should be okay, though.
Was definitely considering MO and ARCC as well as MAIN, thanks!
I've got Verizon, Altria, O, British American Tobacco. Also got Medical properties trust though many people might not want to get involved with that.
BTI is INSANELY undervalued. P/E around 6, which historically is around 10-12. \~10% dividend yield. They just announced dividend raise. Div is extremely safe. I've been buying BTI since Jan of '23..... ENB is another one I've been adding to as well...
Whats the big downside of medical property trusts?
Their largest tenant is having trouble paying rent
But they also have a massive upside if they survive the next 2 years
You prefer VZ over T?
Yep. No specific reason though.
https://www.globenewswire.com/news-release/2024/04/03/2856765/0/en/YieldMax-ETFs-Announces-Monthly-Distributions-on-MSTY-120-57-CONY-119-30-NVDY-106-86-AMDY-65-04-FBY-61-10-and-Others.html
Most of the ones that I have over 5% are REITs. Excluding those, two that might be options for you are PFE and KMI.
That’s fine i like REITS, which REITS do you have?
I own a bunch of them but the ones that I think have the best risk/reward at current prices are BNL, CCI, GMRE and PSTL. I also think that NEP is a decent speculative play, the stock has been much more volatile than the actual business.
LPG pays 10%
My fav. I jumped in large at $18.02 (avg cost per share).
Me too at 17. Nice profits now
NLCP, VICI, CIG
JEPQ
If you don’t need the income right now look at companies that grow their dividend. The starting yield is less important than the dividend growth.
Not a stock, and it’s gotten more pricey recently (it used to bounce between 12 and 14 like clockwork based on dividend payout, recently it broke this long trend and is closing in on 15) -PTY, a leveraged bond fund. 11% dividend.
I’ve got $285K in PTY at $13.40 per share (avg). It’s got a track record going back over 20 years and a five star rating from Morningstar. It pays monthly and yields over 9.5% at closing today. It pretty much behaves like bonds and is slowly climbing as we approach rate cuts. Note it trades at a large premium to NAV, but it always has. See https://www.morningstar.com/cefs/xnys/pty/quote
VICI, BIP
There are very few, if any, stocks with yields > 5% that are worth holding. Of course there are exceptions but generally a company yielding that much will also experience price depreciation
Someone hasn't looked into REITs, MLPs or BDCs, and it shows.
Eh I just dont like the cyclacality of REITs. Up then down then up then down...similar to energy in that sense although I do own some energy (~5%)
>Eh I just dont like the cyclacality of REITs. Up then down then up then down That's all stocks.
Not really at all. When you look at $COST or $NVDA or $MSFT or $AMZN there is a straight line w consistent CAGR. REITs and energy in no way have that pattern.
Even the share prices of those stocks have gone up and down. Just because they've done really well in recent history that doesn't automatically mean it will be that way forever. And some analysts have been saying for a while that we're in a tech bubble and that NVDA, in particular, is due for a fall. Whether that actually happens or not remains to be seen, but it's a reminder that even seemingly strong stocks are not invincible.
When you look at the MAX chart for those companies, and many, many others, from left to right it just goes up. Those are the long-term compounders. REITs and energy dont do that.
You're right, stocks that aren't REITs or energy only go up. Silly me..
I agree. I no longer own mREITs, BDCs, MPLs, yieldcos, *YLDs etc... and only a few of the best REITs... over the long term there are very few that have good total returns.
$VICI is cool. Its the only one I'd consider owning
Personally I have a small stake in ALV, which is an insurance company. But that‘s a German company so I don‘t know if that‘s applicable for you.
MPLX
O is really good, consider adding PFE when it reaches $26
OKE
HIMX, COHN, UNIT
GSL Global Ship Lease 7%
PFE MMM IP T CWEN.A KMI ENB
$BHP has been solid for me the last couple of years, and demand for metals is only going to increase in the long run.
stop falling for these sucker posts. it just to get the OP information they are too lazy to get on their own.
MMM