Vanguard Real Estate ETF (VNQ) — ()
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3 Of The Best Dividend Growth Machines For Stress-Free Retirement Income
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Sentiment: Positive ()
One of these picks pays you every single month. Another is built to withstand all sorts of economic environments. The last one is a strong inflation hedge with attractive long-term …
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The State Of REITs: January 2026 Edition
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Sentiment: Negative ()
The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain …
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Why This 'Goldilocks' Setup For REITs Has Completely Failed
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Sentiment: Negative ()
Everything says REITs should be soaring — but they aren't. A hidden headwind is quietly holding returns back. One overlooked niche is where I am pouring my REIT capital.
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The Chart That Answers Your Question About BDC Dividend Cuts
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Sentiment: Negative ()
Investors have started to question how sustainable BDC dividends are. A lot of this skepticism is logical and justified by valid reasons. My calculus shows that on average BDCs could …
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Moving Averages of the Ivy Portfolio and S&P 500: December 2025
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Sentiment: Neutral ()
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the …
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Consider Selling BDCs Due To Lower Rates? Here's Why It's A Bad Idea
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Sentiment: Neutral ()
BDC net investment income levels are declining as the Fed lowers rates. Despite lower base rates, I see no reason to rotate out of the BDC sector. In the article …
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This One Chart Shows How Cheap REITs Are Today
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Sentiment: Positive ()
REITs are priced at generationally low valuations. But potentially not for much longer. I explain why and highlight some of my top picks.
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3 REITs To Buy Before Their Dividends Surge
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Sentiment: Positive ()
Dividend growth is a great catalyst for upside in the REIT sector. This is especially true when the dividend growth potential is underappreciated by the market. I highlight 3 such …
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A Golden Buying Opportunity Few Investors Have Noticed Yet
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Sentiment: Positive ()
The market looks very overvalued today. However, there is a corner of it that appears largely overlooked. I detail why I am pouring a large percentage of my portfolio into …
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Cap Rates Reveal Opportunistic REIT Property Sectors
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Sentiment: Positive ()
REITs, as represented by VNQ, now trade at a median implied cap rate of 7.7%, offering a compelling spread over Treasuries. Recent REIT underperformance stems from valuation overshoots, not weak …
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Vanguard's Forgotten ETF Yields 3.5% and Could Pop in 2026 as the Fed Lowers Rates | VNQ
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Sentiment: Neutral ()
The Vanguard Real Estate Index Fund ETF Shares ( NYSEARCA:VNQ ) has struggled badly.
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I Couldn't Be More Bullish On These 2 Undervalued Dividend Plays
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Sentiment: Positive ()
The market is pricing in far more pessimism than the fundamentals justify for these 2 blue-chip dividend stocks. Yields this high from these stocks have historically led to powerful long-term …
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2 High-Yielding And Retirement-Safe REITs For Alpha In 2026
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Sentiment: Positive ()
The broader REIT sector have underperformed despite multiple Fed rate cuts since 2024. 2026 seems to be as choppy as this year, unless the long-term yields do not come down, …
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REIT Bulls - Brace For More Frustration
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Sentiment: Negative ()
REITs have massively underperformed the market, while their earnings have grown. Given the likely base rate cuts that are on the horizon, the setup for a REIT renaissance could not …
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Buy The Dip: 2 Blue-Chip Dividend Growth Stocks Getting Way Too Cheap
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Sentiment: Positive ()
Higher for longer interest rates have created one of the best value opportunities in years for blue-chip income investors. I look at two blue-chip opportunities that trade at unusually large …
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Is Your Retirement Income Enough? How I Leveled Up Mine With Covered Call ETFs
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Sentiment: Neutral ()
Yield for traditional income sources have started to compress. For income-oriented investors, who seek to build a reliable passive income machine it causes a real headache. To hit a certain …
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Moving Averages of the Ivy Portfolio and S&P 500: November 2025
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Sentiment: Neutral ()
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the …
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7%+ Yields: I Am Giving Thanks For My Favorite Black Friday Special
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Sentiment: Positive ()
I am thankful for many things this year. I am particularly thankful for my favorite Black Friday special from Mr. Market. I detail why I like this high-yielding bargain.
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Resist AI FOMO And Stick With Your Long-Term Plan
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Sentiment: Neutral ()
AI stocks are getting a lot of hype right now. But history shows that revolutionary technologies almost always become overvalued and overinvested, leading to eventual corrections. Disciplined, long-term investing - …
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The State Of REITs: November 2025 Edition
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Sentiment: Negative ()
The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small …
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One Of The Huge Mistakes Dividend Investors Are Making Right Now
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Sentiment: Negative ()
The macro data suggest that dividend investors may be in for a rude surprise in the wake of the Fed's rate cuts. Because a major macro shift is underway, the …
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The Best REIT, BDC, And MLP To Retire On
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Sentiment: Positive ()
Discover the 3 dividend-paying powerhouses I'd trust to fund a lifetime of passive income. These high-yield investments combine safety, growth, and tax efficiency like few others. Learn why I believe …
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8% Yields I'd Bet My Retirement On Right Now
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Sentiment: Positive ()
Two high-yield investments offering 8%+ income with long-term stability. One pays monthly, and the other grows its payout at an inflation-beating clip year after year. Both combine low risk, strong …
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2 REITs That Missed Out On The Rally
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Sentiment: Negative ()
Most REITs have risen a lot already. But some REITs have missed this recovery and remain discounted. I highlight two such companies that remain opportunistic.
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3 Vanguard ETFs That Can Provide a Lifetime of Passive Income
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Sentiment: Neutral ()
There are many ways to generate passive income. Investing in exchange-traded funds (ETFs) might take the least effort.
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The State Of REITs: October 2025 Edition
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Sentiment: Negative ()
After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector's year-to-date average total return down to (-1.74%). Mid-cap REITs (-0.92%) averaged the lowest total return in …
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5 ETFs to Buy and Hold Forever
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Sentiment: Positive ()
If you want to protect your portfolio and generate passive income, consider yielding exchange-traded funds (ETFs).
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3 Dividends That Could Pay Your Bills Forever
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Sentiment: Positive ()
I detail what type of dividend investments are ideal for retiring on dividends. I list 3 excellent candidates to build a portfolio that can potentially pay your bills forever. I …
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3 REITs To Sell Before They Cut The Dividend
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Sentiment: Negative ()
Not all REITs can sustain their current dividend. Dividend cuts often lead to sharp declines in share prices. I highlight three popular REITs that are at high risk of cutting …
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Persistent REIT Mispricing Presents Opportunity: Gaining An Edge Assessing This Sector
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Sentiment: Positive ()
REITs are prone to significant mispricing due to their complexity and small market caps, creating opportunities for skilled stock pickers. The sector's complexity stems from diverse property types, varying locations, …
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