Business Development Companies (“BDCs”) can be an important part of an income-focused investment portfolio. And the latest market nosedive gives investors another attractive bite at the BDC apple. However, not all BDCs are created equally. Specifically, some will thrive in the current environment, while others will struggle mightily. This article provides an overview of the current BDC landscape, explains why some are in much better shape than others, and then shares 7 top high-income BDCs that we believe are worth considering for investment, especially after yesterday's big market sell off.

We don’t trade often, however we’ve just placed three (3) new trades in our Blue Harbinger portfolios. We’ve also updated our Portfolio Tracker Tool to reflect a new “Buy Under” category called “Top Buys.” Both of these updates are based on current market conditions, and both are designed to help you manage your own investments. This report reviews the updates, including the trades and the current “Top Buys” within our existing portfolio holdings.

The coronavirus is impacting everyone’s lives far beyond just the stock market (which has been ugly). And we hope that everyone is staying safe in this new “social distancing” reality. As for the stock market, if you’ve had your investment portfolio strategy in place before this mess, then stick to it. Disciplined long-term investing has been a winning strategy throughout history, and it will this time too. If you have been sitting on extra cash that you’ve been meaning to invest—hold your nose and buy.

The market has been ugly. But as they say, this too shall pass. And when it does, the most attractive buying opportunities will be gone. No one knows the exact timing of when the turmoil will end, but there are currently a lot of REITs trading at compelling prices (there is enormous fear baked in) and offering unusually attractive big dividend yields. And it’s those big dividends that can give you the steady income you need while you wait patiently for the long-term price gains to come to you. This report counts down our top 10 big-dividend REITs.

As the market continues to be volatile, we’re taking a moment to share some investing and trading advice that seems particularly relevant right now. You can always check out our current holdings and ratings here, and we’ll have more individual stock write-ups soon, but this article is about 3 horrible trading mistakes that many investors unfortunately make at times like this (i.e. when the market is very volatile).

The market just got pummeled, and there could be significantly more short-term pain ahead. However, long-term, this market is eventually going higher (the US and global economies are just too resilient). And there are some tremendous buying opportunities, right now. This is our monthly performance update, whereby we share updated performance for each of our investment strategies (they’re all still beating their benchmarks handily, and delivering strong income, despite the recent sell off). We also share 4 strong buying opportunities presented by the market (it’s like Christmas to those with cash).

The Dow Jones just had its worst day in 2 years, and a lot of investors are left wondering what they should do next. Is it time to sell everything and head for the hills? Or is it time to be greedy when others are fearful and Buy Buy Buy!? The correct answer is, of course…

There are two big reasons energy stocks are down, and they are both creating some very attractive big-dividend investment opportunities. First, new technologies (such as hydraulic fracturing) have increased supply, and brought energy prices sharply lower in the past half-decade. And second, the massive wave of so-called “sustainable” and “ESG” investors (ESG stands for Environmental, Social and Governance) have put truly massive selling pressure on “fossil fuel” stocks. However interestingly, as ultra-billionaire Bill Gates recently

Risk Creep is when the market has performed very well for an extended period of time, and you start getting over confident and taking on too much risk that is not consistent with your investment goals. Since the depths of the financial crisis in early 2009, the market has not gone straight up, but it’s been pretty close, and it’s been powerful. This market will eventually come crashing down. Are you ready? Here’s what you can do to prepare…

We don’t do it often, but we did on Friday. We’ve rebalanced our portfolio to bring the allocations back on target. And in the process, we’ve sold 3 positions and added 10 new ones. Again, we don’t do it often, and the 10 new buys are securities we’ve written about recently. This report details the rebalance, and we share our updated real-time Portfolio Tracker tool, including new risk monitoring and several new real-time watch lists for REITs, BDCs, Energy Stocks, and more big dividend opportunities.

If it’s not painfully obvious yet, it will be soon—2020 is an election year, so get ready to be inundated with political ads, media fearmongering and probably a lot more market volatility, particularly in some areas of the market more than others. So what can an investor do to prepare? Two things in particular stand out…

This week’s Weekly reviews the latest iteration of our portfolio tracker tool. It lists holdings by portfolio with real time position pricing. It also has “buy under” prices, position performance and a variety of additional bells and whistles. It is designed for your convenience. The link to the Portfolio Tracker Tool is Below.