VanEck BDC Income ETF (BIZD) — ()
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BIZD: The "Great Income" ETF And A Hidden Paradox
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Sentiment: Positive ()
BIZD remains, in my opinion, an appealing solution as a satellite for an income-oriented portfolio, considering a yield above 10%. To access the BDCs market, I still believe that BIZD …
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2 Discounted BDCs: One Is A Bargain, One Is A Trap
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Sentiment: Neutral ()
The current BDC market looks like a huge bargain bin. The question is how to navigate that to pick gems and avoid landmines. In this article, I will elaborate on …
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10%+ Yielding Stocks Too Cheap To Ignore Right Now
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Sentiment: Positive ()
10%+ yielding stocks tend to be risky. However, there are some sustainable 10%+ yields out there that also offer attractive capital appreciation potential. I share two 10%+ yields that are …
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The Riskiest BDCs Might Be The Ones You Trust
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Sentiment: Negative ()
BDCs have recently suffered a significant downside volatility. There is indeed a justified reason for system-wide valuation adjustments. Yet, for some BDCs the market has gone too far, while for …
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From The Discount Rack To Your Portfolio: Two 8%+ Yielders
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Sentiment: Positive ()
The chances for a notable correction are certainly not low. Going into richly priced and growth-focused names might not be the smartest idea. Yet, sitting on sidelines might come with …
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Worried About BDCs? These 2 Are There To Offer Sustainable Yields
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Sentiment: Neutral ()
BDCs are in trouble. It is not only interest rates but also other factors such as tight dividend coverage levels, debt-saturated balance sheets, and spread compression that introduce risks. In …
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The More They Drop, The More I Buy
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Sentiment: Positive ()
Two beaten-down dividend stocks with strong fundamentals are trading at deep discounts. One offers a double-digit yield, while the other combines AI-driven growth with income. Wall Street may be selling, …
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Time To Hunt Bargains In The BDC Forest: 2 Picks At ~20% Discount To NAV
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Sentiment: Positive ()
BDCs have already experienced a notable correction. The sector median P/NAV metric indicates ~12% discount to NAV. Many players are priced even below that.
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2 BDCs: 1 Hidden Gem And 1 Overhyped Quality Play
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Sentiment: Neutral ()
The BDC sector faces headwinds from thin dividend coverage, falling base rates, and compressed spreads, threatening earnings and payouts. Many BDCs may be forced to cut dividends by 2026, negatively …
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What If Everyone Is Wrong About REITs? Here's My Contrarian View
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Sentiment: Positive ()
Interest rates are very likely set to go down. This creates a fruitful ground for REIT bulls to become optimistic. Yet, there is an important caveat to this.
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BIZD: BDC Income In A Convenient Wrapper
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Sentiment: Negative ()
BDCs have priced in some pain in this interest rate cycle. Some BDC are actually cheap as well. We look at BIZD, a BDC ETF, and tell you what we …
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Inside The Income Factory: Credit Asset Investing With Steven Bavaria
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Sentiment: Positive ()
Steven Bavaria, from Inside the Income Factory, discusses credit assets like high-yield bonds, senior loans, and BDCs for stable, high-yield income, favoring closed-end funds for their resilience and discounts. Expense …
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BIZD: Packed With Unsustainable Yield Picks, A Clear No Go
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Sentiment: Neutral ()
BIZD is the largest BDC-focused ETF. Yet, I would say that it presents a very suboptimal offering. For example, more than 50% of BIZD's AuM is subject to a material …
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ETFs Offer Gateway to Once-Inaccessible Private Markets
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Sentiment: Positive ()
Lately it seems as if most roads lead to the democratization of private markets.
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My Top 2 BDC Picks Now
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Sentiment: Negative ()
We are in a 'hated bull market' with record highs despite weak economic fundamentals and tight fixed income spreads. High-risk assets like BDCs are especially vulnerable in this environment, making …
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BDC Investors: Prepare For An Imminent Market Rotation
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Sentiment: Negative ()
Despite my long-term bullish stance on BDCs, I believe the sector is primed for a correction and may deliver subpar total returns ahead. In fact, I would suggest total return …
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Turbocharge Your Retirement With Income Machines Paying Fat Dividends
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Sentiment: Positive ()
I detail why buying income machines is such a powerful way to fund a retirement. I share my four favorite income machines. I detail why they are my favorites.
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Sticky Inflation Is Back In Focus: Time To Consider High Yields
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Sentiment: Neutral ()
With inflation sticky and rate cuts unlikely in 2024, investors should consider repositioning into high-yield stocks to offset volatility. Ares Capital (ARCC) and Blackstone Secured Lending (BXSL) offer strong fundamentals, …
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BDC Shuffle: The Stock To Drop And The Stock To Shop
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Sentiment: Neutral ()
BDCs have performed unexpectedly well this year. Despite the growing uncertainty in the system and high probabilities for incremental base rate cuts, the BDC index is up on a YTD …
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Some Of The Best Big Dividend Machines To Buy And Hold 'Forever'
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Sentiment: Positive ()
We discuss the single most important metric to look for in stocks that you plan to buy and hold for the long term. We share two opportunities that yield ~7%, …
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Two 10%+ Yielding BDCs Going From Bargains To Screaming Buys
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Sentiment: Positive ()
Since the announcement of tariffs in early April, the BDC market has become a less interesting place for capital deployment (as we can imply from higher discounts). Yet, as it …
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BDC Dividend Cut Storm Likely Ahead
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Sentiment: Negative ()
High-income investors face limited options for sustainable, high-yield investments, with traditional asset classes often highly correlated and yields rarely exceeding 7-9%. Business Development Companies (BDCs) offer attractive yields averaging 12.8%, …
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Rare (Financial) Independence Day Specials: Very Undervalued Blue-Chip 10%+ Yields
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Sentiment: Positive ()
It is rare to find blue-chip stocks yielding over 10% that are also deeply discounted. Fortunately, Mr. Market is offering several such opportunities right now. We discuss some of them …
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My Top 2 BDC Picks Right Now
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Sentiment: Positive ()
The BDC market's days of outperformance are likely over, with high yields but limited price and dividend growth expected going forward. Despite sector headwinds like lower base rates and falling …
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BIZD: Things Are About To Get Even Worse
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Sentiment: Negative ()
VanEck BDC Income ETF offers diversified exposure to leading US BDCs, simplifying access to private credit and mitigating individual company selection challenges. Private credit is gaining traction due to higher …
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Dividend Danger Zone: 1 BDC And I REIT Facing Potential Cuts
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Sentiment: Negative ()
I favor BDCs and REITs for their attractive yields and solid fundamentals, making them key components of my income-focused portfolio. Yet, the current market conditions are unfavorable for both BDCs …
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5-9% Yields To Build A Low-Stress Dividend Income Stream
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Sentiment: Positive ()
Building a low-stress retirement income stream requires a diversified portfolio of durable, defensive, and dividend-growing stocks or funds. I share two approaches to achieving a low-stress dividend growth portfolio that …
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What I Wish I Knew Before Buying BDCs, REITs, And MLPs
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Sentiment: Neutral ()
BDCs, REITs, and MLPs offer attractive, sustainable yields due to pass-through structures and stable cash flow profiles. However, each of these sectors has its own unique quirks. I discuss several …
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Beyond The Brand: Separating 2 Popular BDCs (Buy Vs. Avoid)
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Sentiment: Neutral ()
Investing based on brand is not the wisest thing one could do. Yet, in certain sectors, including in the BDC space, strong brands could indicate interesting opportunities. In this article, …
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The More It Tanks, The More It Stanks
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Sentiment: Negative ()
High-yield stocks that trade at deep discounts to NAV often attract value-oriented income investors. However, most of the time, these investments are value traps. I share two popular stocks like …
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