There are a lot of people that demand “big yield” from their investment portfolios. And they demand it, pursue it and define it, in widely different ways. In this report, I review 5 different big-yield portfolio strategies (ranging from 10%+ yields, monthly-pay strategies, and dividends versus distributions) for investors with $2 million in investable assets (or thereabouts), as well as a handful of risks and mistakes to avoid. I conclude with my strong opinion on which strategy is best.
Updated: Top 10 Big-Yields + High Income NOW Portfolio
As markets get volatile, income-focused investing continues to deliver the steady cash flow many investors want and need. We're sharing our updated Top 10 Big Yields and High Income NOW Portfolio. The ratings have changed as market prices have moved, but the opportunities and "buy under" prices remain fairly consistent and so does the big steady income. Current Yield: 9.3%.
4 High-Quality Growth Stocks, On Sale
Separating the hype from the fundamentals, a handful of good stocks have just gone on sale following the recent DeepSeek drama and despite ongoing broad market strength. This report highlights four (4) fundamentally compelling businesses, currently trading at attractive prices (especially compared to ongoing growth trajectory), and positioned to do very well in the years ahead.
Some Thoughts on Nvidia (-17%) Versus DeepSeek AI
So Artificial Intelligence (AI) darling of the world, Nvidia (NVDA), was down 17% on Monday following news that China startup, DeepSeek, had created an AI application “superior” to US leaders (e.g. OpenAI), and DeepSeek had accomplished this on only a tiny fraction of the budget. Specifically, DeepSeek doesn’t need all those expensive Nvidia chips that the rest of the world has been spending hundreds of billions of dollars on. Here are 5 lessons for Nvidia investors to keep in mind.
3 Sizzling Hot Stocks, 2 Letter Reason: A.I.
AI-Datacenter Boom: 7 Energy Stocks to Benefit
4 Good Stocks
With the turn of every new year, stock market pundits love to look at what performed best and worst last year, as if that magically gives them some hidden wisdom about what will perform the best in the year ahead. And while momentum and contrarian investment philosophies may both have some merit, a better bet is always to invest in businesses that are fundamentally promising in the years ahead, and also trading at reasonable valuations. In the report, we take a closer look at “4 Good Stocks,” all of which appear extremely promising in the year (and years) ahead, assuming of course you are a patient investor looking to make a lot of money.
75 Big-Yield CEFs: Compelling Pricing
40+ Big-Yield BDCs Compared (Big Dividends Report)
Top 10 Growth Stocks (December Update) + Disciplined Growth Portfolio
The Top 10 Growth Stocks tear sheet has been updated for December, and so has the complete Disciplined Growth Portfolio. As a reminder, these are NOT “swinging for the fences” types of strategies (although the Disciplined Growth Portfolio is up nearly 40% this year). Rather, they are disciplined, long-term, real money strategies, and they are beating the living pants off “Vanguard Target Date funds.”
Top 10 Big Yields (December Update) + High-Income NOW Portfolio
The Blue Harbinger “High Income NOW” portfolio, and the “Top 10 Big Yields” tear sheet have been updated for December. There is one new purchase in the “High Income NOW” portfolio, and two new names on the “Top 10 Big Yields” tear sheet (as well as a handful of rebalancing trades and updates to “buy under” prices). The overall theme this month is that a lot of big-yield opportunities are getting expensive, but not all of them. And we have highlighted our top ideas in these two updated documents for December.
Big Dividends Report: 200+ Closed-End Funds
If you enjoy digging into the universe of data (to help yourself identify attractive opportunities for further research), this report shares updated data on over 200 big-dividend (technically “big-distribution”) Closed-End Funds (“CEFs”). The data includes a variety of CEFs (including taxable bond CEFs, non-taxable municipal bond CEFs, stock CEFs and more), and it is sorted by market cap (you likely recognize several of your favorites near the top). There is also a link to an Excel spreadsheet with all the data (for those of you who like to sort, slice and dice the data your own way). We own several CEFs on this list in our Blue Harbinger “High Income NOW” portfolio.
Post-Election Markets: Are You Ready for What's Next?
It’s been a big week for geopolitics and for the stock market (some sectors more than others). In this note, we review the performance of various stock market styles (eg. Small Caps, International, Large-Cap Tech and more), and then share some insights as to whether your personal investment portfolio is positioned corectly for what is coming next. For starters, here is a look at how various stock categories have performed since the election (obviously some big changes)…
Top 10 Big-Yields (November Update) Members
Despite macroeconomic concerns, the stock market has continued to post strong gains this year thereby leaving some investors wondering if it’s time to take some chips off the table. One popular approach is owning attractive big-yield investments (6% to over 10% yields) that will continue to pay high income regardless of what happens in the broader market. In this report, we provide an overview of “frothy” market conditions (e.g. valuation metrics) and then countdown our top 10 big-yields (including BDCs, stock and bond CEFs, REITs and more). We conclude with a critical takeaway that is sadly overlooked by many.
Update: Top 10 Growth Stocks, Disciplined Growth Portfolio
Climbing the Wall of Worry: The S&P 500 was up another 1.5% this week (and now +22% year-to-date) despite major jitters over the US election in just three weeks. We have updated our Top 10 Growth Stocks and our Disciplined Growth Portfolio to reflect new opportunities and continuing confidence in the long-term economy (despite a never-ending drumbeat of short-term naysayers). If you are looking for two minutes of fame, go ahead and hide in cash until the next market correction (which may be in two days, two years or two decades), but if you are looking to keep building long-term wealth, the ideas in this report are absolutely worth considering.
Quick Note: New Purchase (Disciplined Growth Portfolio)
We added a starter position in this high-growth mid-cap stock. The share price has significant momentum and so do the underlying fundamentals of the company. The company’s new AI-powered mobile solution (released ahead of schedule on Thursday 9/26) should keep revenues growing rapidly as it's purpose build for today’s marketers.
Big-Yield BDC Comps: ARCC, MAIN, OBDC, OCSL
A lot of income-focused investors are attracted to BDCs for their large dividend yields. However, not all BDCs are created equally. In the following table you will see comparative data for top BDCs, including the percent of investments that have fixed-versus-floating rates, the percent of debt they have that is fixed-versus-floating rate, price-to-book value, current dividend yields and the percent of first lien loans they have made as investments.
High Income NOW Portfolio Update
High-Income NOW securities have performed very well over the last 1-2 months as they often do during bouts of market volatility (as we have seen for stocks in general over the last 1-2 months). The High-Income NOW Portfolio and Top 10 Tear Sheet have been updated, with no major changes, but some important commentary below.
Top Growth Stocks (Updated): Top 10 Tear Sheet + Disciplined Growth Portfolio
Our Top 10 Growth Stocks Tear Sheet has been updated. And so has our complete Disciplined Growth Portfolio. There have been two main new purchases, and one prominent complete sale (as well as a handful of rebalancing trades, plus the liquidation of several smaller positions). You can also access “buy under” prices relative to current market prices, plus additional aggregate and security-specific data.
VOO: Easy Alpha, Big Income, Chi
This report is about generating easy alpha and big steady income from a balanced core portfolio of ETFs (such as Vanguard’s S&P 500 ETF (VOO)) and augmented with optional satellite single-stock investments as per your personal preferences (we give multiple top idea examples). This strategy will beat the pants off your peers and create an easier life for you (“chi”). After reviewing the details and advantages of VOO (and a balanced core-satellite portfolio), we conclude with our strong opinion on how best to implement this highly-customizable strategy to achieve your personal investment goals.