Brett Owens's Latest Posts
3 Funds To Sell Now, 1 High-Yield Replacement
The Wall Street Journal reports – yet again – that stock picking is dead. We’re being told that passive index funds outperform actively managed funds over the long term, and smart investors should choose passive because actively beating the market isn’t possible. On one level, this is true. If your plan is just to buy […]
5 Dividend Growth REITs With 100% Upside
REITs have been on a wild ride in 2016. With some names up over 50% year-to-date just a few months ago, the recent correction has come as a bit of a shock. Some REITs have fallen by 10% in the past month, and more declines are feared for many names. In this situation, investing in […]
2 REITs To Avoid, 3 To Buy Now
The REIT market has been on a tear in 2016. From the start of the year to October 1, the SPDR Dow Jones REIT ETF (RWR) gained over 6% while heavy-hitters like the Realty Income Trust (O) and Digital Realty Trust (DLR) rose more than 28%. Now we’re in the midst of a REIT correction, and […]
High Yield Closed-End Funds With 15% Price Upside
Closed-end funds (CEFs) are finally starting to get their due attention as the yield machines they are. Some can still be purchased at a steep discount to their net asset values (NAVs) – which means you can buy the underlying assets for $0.90 on the dollar, or less. Last week we discussed how to select […]
The Best 7% Yields For A Scared Fed
If you feel trapped grinding out dividend income at 3% or so, listen up. The Fed’s latest “no hike” call has provided big 7% to 9% yields with the “all clear” signal for another year or two, at least. In a world where a million bucks worth of dividend aristocrats will only net you about […]
3 Big Energy Dividends Set To Grow
Energy is a dangerous sector. With declining profits and even dividend cuts hitting some companies, it’s becoming harder and harder to invest in energy and for a reliable income stream. But this doesn’t mean we need to avoid energy altogether—we just need to choose our stocks carefully. I don’t see oil climbing much above its […]
How To Get 5% Dividends Tax Free
Municipal bonds are popular with retirees because they provide tax-free income. Some pay secure yields above 6%, which translates to 10% tax-equivalent payouts to folks in high tax brackets. But buying individual municipal bonds isn’t easy. Many brokers don’t offer them, and the ones that do usually try to sell low quality munis that big […]
A Simple All-ETF Portfolio That Pays 4.3%
The stock market is complicated and volatile. This is why professional investors diversify their investments into a large batch of stocks. But buying many different companies is not easy—the more you diversify, the more research you need to do to make sure you aren’t buying a dud. This is why ETFs have become incredibly popular. […]
The Best, And Worst, Preferred Stock Funds
Not yet familiar with preferred shares? With “common” shares paying so little, it’s time to get acquainted. You can double your yields, and actually reduce your risk, by trading in your common shares for preferreds. I’ll explain how – and will also warn you about an overlooked pitfall you should avoid. Most investors only consider […]
A Safe 3-Stock Portfolio That Pays 5.9%
When planning for retirement, most investors try to split their assets between stocks (higher risk, higher return) and federal U.S. government bonds (lower risk, and these days, much lower return). Problem is, stocks are enjoying an overextended winning streak. The S&P 500 is up over 7% year-to-date: S&P 500 Moves Up and To the Right […]
