In a continuation of our free report titled "12 Attractive Equity Options for Income Investors," this members-only report contains the top 5. Four of the top five are call options on big-dividend stocks we currently own, and the fifth is a put option on a big-dividend REIT that we follow.
Smart Contributions & Distributions, Plus An Attractive Dividend Growth Stock
Investors generally go through multiple phases during their investment life cycle, including the contribution phase and the distribution phase. This week’s Blue Harbinger Weekly reviews a couple smart strategies for each of these two important investment phases. And we also provide an update on an attractive dividend growth stock that is flashing a buy signal right now (and yes, we own it).
Accenture: Growing Dividend, Attractive Valuation
Accenture is a management consulting, technology and outsourcing services company that offers a growing dividend (currently a 2% dividend yield), and an attractive valuation indicating significant price appreciation potential. The shares have fallen over 5% in the last two weeks making for a more attractive buying opportunity for long-term investors. We own shares of Accenture in our Blue Harbinger Disciplined Growth Strategy.
Our Top 6 High Yield REITs After Friday's Selloff
Beware the Bear: How Much Cash Should You Hold?
Friday’s big 2.5% decline in the S&P 500 has left many investors nervous. After all, it wasn’t that long ago that the market sold off 10% to start 2016. And investors still remember late 2007 to early 2009 when stocks lost more than 50% of their value. In this week’s Weekly we discuss the merits of “moving to cash” in order to avoid the risk. We also review this week’s new investment idea, a big dividend mortgage REIT that benefits from more market turmoil.
Starwood Property Trust: Big Dividend, Thrives In Turmoil
Starwood Property Trust (STWD) is a big dividend (8.6%) mortgage REIT that could actually benefit from an uptick in market turmoil. Further, we believe Starwood inappropriately sold off on Friday (it was down more than 3%) because it was incorrectly lumped in with other big-dividend payers that sold off when the Fed suggested it may raise rates sooner than expected.
Building an Income Portfolio Part 3: The Blue Harbinger Income Equity Portfolio
These are the stocks we actually own in our Income Equity Portfolio. The portfolio is best for income-focused investors, and it has been constructed in accordance with the caveats we have described in parts one and two of this article (as well as a lot of other considerations too). The following table shows the number of holdings in the strategy along with their weights and dividend yields (the names and tickers are reserved for members only). This report also provides a brief August performance review and future outlook for all Blue Harbinger holdings across all three strategies (Income Equity, Disciplined Growth, and Smart Beta).