The stock market just completed an amazing year, up over 31% in 2019. However, if you are an income-focused investor, you may have an eerie feeling in the back of your mind that we’re due for a big correction. Of course, no one can predict what will happen to the stock market tomorrow—let alone for all of 2020. But what we can do is assess an investment’s tendency to rise and fall with the market through its beta risk (defined as the measure of risk arising from exposure to general market movements as opposed to idiosyncratic (or stock-specific) factors). And to some extent, low-beta investments have a tendency to not be pulled as much lower when the market sells-off. This report ranks our Top 10 Safe (low-beta risk) Investments that offer yields of at least 8%.
Energy Sector: Top 5 Big Safe Dividends
Energy (XLE) is the worst performing sector this year, gaining only 8.0%, versus an amazing 31.0% for the S&P 500 (SPY). Yet an examination of the sector reveals a variety of attractive big-dividend investment opportunities. This is the members-only version of our Top 10 Big Safe Energy Sector Dividends, but in this members-only version we share the Top 5 most attractive.
REITs Down Big: Top 10 Big-Dividend REITs (Members-Only Version)
In this members-only version of the report, we share the Top 5. We currently own 4 of the top 5 (and we also mention another attractive REIT we own, as well). We believe the top 5 offer truly fantastic investment opportunities for income-focused investors (within the constructs of a prudently diversified portfolio), and especially after the recent indiscriminate REIT market sell-off. Without further ado, here are our Top 5 Big-Dividend REITs…
Big-Dividend REITs: So Many Increasingly Attractive Opportunities
At Blue Harbinger, we generate our high income from many different types of investments in order to avoid the excessive damage when a particular style or sector takes a big hit. Big-dividend REITs have taken a big hit lately (we’ll explain why), and not only have we avoided excessive damage (our portfolios continue to perform extremely well), but we are seeing very attractive opportunities to buy low. This week’s Weekly, reviews the recent performance of all 65 of our current holdings (across our 3 separate portfolio strategies), and highlights a handful of very attractive big-dividend opportunities trading at increasingly compelling prices.
Growth Stocks Getting Scary, Attractive Dividend Stocks on Sale
This is our monthly performance update and holdings review. We share the continuing strong performance of our three investment strategies, including the performance of every single position in each strategy. We also highlight several particularly attractive investment opportunities, right now. The theme of this report is that the valuations of growth stocks are starting to get scary expensive, whereas a bunch of attractive dividend stocks just sold-off and are now offering increasingly attractive investment prices.
4 Big Dividends That Have Gotten Less Expensive: Energy Transfer (ET), New Residential (NRZ), Ventas (VTR), Oxford Square (OXSQ)
The market continues to reach new all-time highs, and our investment portfolios do too. However, a handful of popular big dividend paying equities have gotten particularly less expensive in recent weeks. This week’s Weekly provides a brief update on all four of them, and whether we believe they are worth investing or avoiding altogether.
REITs Very Bad Week
Real Estate Investment Trusts (REITs) just had a very bad week. Many popular REITs (such as HCP, DLR, WELL and VTR) were down more than 7%, while the S&P 500 was up almost 1%. And importantly, there are a few real time learning opportunities here. Chicken little thinks the sky is falling, arm-chair quarterbacks are blaming the Fed, contrarians says this was long overdue, and asset allocators are whining that these are just tremors before the “big one” whereby the market’s tectonic plates are about to shift. So what do you do?
More Gains Ahead: Reasonable Index Levels, Attractive Stock-Specific Opportunities
It may feel like the market is rising to extreme levels, but index valuations are reasonable, and highly attractive stock-specific opportunities persist. This is our monthly performance update whereby part 1 shares our overview of current market conditions, and part 2 reviews the continuing powerful long-term gains of our three investment strategies (they were all up again over the last month), as well as a performance review of every individual holding (we currently have 65 individual positions across three separate portfolios), and more details on some specific highly-attractive high-income opportunities.
Top 5 Big Dividends: 6% to +9% Yields (Contrarian Value Edition)
This is a continuation of our free report titled “Top 10 Big Dividends (Contrarian Value Edition),” except this members-only version contains all the details of our Top 5. The yields on the top 5 range from 6% to over 9%, and we currently own all 5 of them. And as a reminder, despite the strong performance for the S&P 500 so far this year, if you are an income-focused value investor, there are still plenty of attractive big-dividend contrarian opportunities available in the market right now (i.e big dividends with attractive price appreciation potential). Without further ado, here is the full list.
Blue Harbinger Weekly: Dogs of the Dow
The Dogs of the Dow strategy is a contrarian, dividend-focused approach to blue chip investing, whereby an investor purchases annually the 10 Dow Jones stocks with the highest dividend yield. The idea is that management teams set the dividend at an appropriate level, and a higher yield is a signal that the shares are undervalued. This week’s Blue Harbinger Weekly reviews the recent performance of the individual Dogs of the Dow, as well as two specific Dogs that are particularly attractive right now. We also share the weekly performance update table for all of our current holdings (and contenders) along with a few comments on performance and opportunities.
You’re Too Old to Make This Mistake (Monthly Performance Update)
If you’d have been invested in 100% “aggressive growth” stocks over the last two months (for example, young software companies with very high sales growth), you’d have gotten absolutely slaughtered. A bloodbath. Whether you call it a “rotation” or a long overdue “correction,” is irrelevant. The mistake we are talking about is, of course, the failure to prudently diversify your portfolio. We’re not suggesting anyone be a “closet index fund,” but for goodness sake, don’t put all your eggs in one basket. In fact, don’t even put most of them in one basket. You’re too darned old for that crap. And if you don’t know what we’re talking about, for your reference, check out these 7 Deadly Sins of Long-Term Investing (too many eggs in one basket is on the list).
Top 7 Preferred Stocks: 7% Yields, and Up (Members-Only)
In this members-only report, we provide all the details for our top 7 big-dividend preferred stocks. And as mentioned previously, if you like to earn high income on your investments, and you are frustrated with artificially low interest rates (thanks to the Fed’s meddling), you might consider preferred stocks. They offer compelling high yields, and less volatility risk than many other high yield opportunities. This week’s Blue Harbinger Weekly shares our top high yield preferred stocks (we currently own 6 of the top 7). Without further ado, here is the full (members-only) report.
Blue Harbinger Weekly: Attractive Opportunities as Value Stocks Heat Up
A dramatic shift is taking place in the market as value stocks continue to heat up, and it’s creating some attractive opportunities, so long as you stay disciplined and focused on your goals. This week’s Weekly shares some specific attractive opportunities, as well as our advice on how to win in this market
Top 5 Big Safe Yields (Energy Sector): Blue Harbinger Weekly
The energy sector has been volatile (most recently thanks to the Saudi Arabian oil field attacks and associated fears), and from volatility comes opportunity. But perhaps more important to many investors, there are a variety of big safe yields currently available in the volatile energy sector. This week’s Blue Harbinger Weekly reviews our Top 5 big safe yields within the energy sector.
Blue Harbinger Weekly: Recession Fears, Big Market Rotation
Investors have been bemoaning the extended rally by growth and momentum stocks for years considering value has been meaningfully underperforming (value stocks are still up a lot, just not as much as growth). However, there’s been a significant market style rotation going on in recent weeks whereby the fastest “revenue growers” have sold-off hard. Pundits have also recently been obsessed with the idea of a coming recession, and view the rotation as the beginning of the end (or as chicken little would say, “the sky is falling.”) This week’s Weekly reviews the rotation, identifies attractively priced opportunities, and shares some common sense wisdom on the current market environment.
Blue Harbinger Weekly: The Fed’s Narrative or The President’s?
This week’s Weekly doubles as our monthly performance update. We first compare the dueling narratives on interest rates from the Federal Reserve versus the President, and then consider whether your investments where impacted by your decision to believe one story or the other. Next we review the recent performance of our three investment strategies (including every single position). All three strategies continue to deliver market-beating performance and deliver high income for investors. We also share several attractive investment ideas.
Top 5 Big Yields Worth Considering (BDCs, CEFs and REITs)
Blue Harbinger Weekly: With Volatility Comes Opportunity (Here’s a Few to Consider)
Trade War tensions escalated Friday. So did market volatility. The S&P 500 fell sharply. This week’s Weekly reviews a few of the biggest movers on our watch last week. Specifically, two stocks we own that were up big (despite the sell-off) and three names (including a couple big-dividend payers) that sold-off thereby creating attractive investment opportunities. We also review our two most recent income-generating options trade ideas—both of which we continue to believe are quite attractive now.
Top 10 Investment Adjustments for Current Market Volatility
If you haven’t heard, market volatility spiked last week and the yield curve inverted—a red flag many investors consider an ominous recessionary warning. And while current conditions almost certainly spell imminent doom for many investors, this article shares our top 10 ideas for investors to quickly adjust their portfolios to profit from the current market turmoil.
Blue Harbinger Weekly: Pitfalls to Avoid, Opportunities to Keep Winning
This past week was a roller coaster complete with jostling ups and downs, but we finished very close to where we started (the S&P 500 finished the week down 0.4% after being down as much as 3.0%). Did you panic over the volatility and make bad decisions that cost you money? Did you lose sight of your long-term goals? This week’s Weekly reviews some our holdings, as well as pitfalls to avoid and opportunities to keep winning.