Nice idea to produce this kind of videos! So, I can pinpoint interested folks to it. By the way: Fantastic newsletter about AI ! Also a good idea to switch to quarterly routine. There is simply not enough real news going on to justify that monthly publication - is is supposed to be boring to invest in safe dividend stocks, therefore cutting out the noise is smart! Best wishes!
Thanks, Thorsten! I'm still learning the ropes at RUclips but have enjoyed this new format to talk about dividend investing. I'm really glad to hear you liked our last newsletter, too - thank you for that encouragement! - Brian
Nice analysis... still sitting out REITs at the moment - had O for a year and harvested dividends but these were offset by the declining stock price...
Thanks for watching and commenting. Tough for bond-like stocks such as O to do well in a rising rate environment. I don't know if REITs have ever underperformed for ~3 straight years as they just did either. Hopefully we are close to peak rates and better times ahead.
MAIN benefits from rising interest rates since almost all of its loans to companies have variable interest rates, while some of its borrowing costs are fixed. Coupled with low credit losses so far with the economy avoiding recession, conditions have been great for most BDCs like MAIN. I own some shares myself but know it will get hammered whenever the next downturn hits. Still think the dividend will remain safe, though.
Huge pass on O.. hundreds of other stocks and etfs performing better than O over the last 5 years.. sold out of O in 2023 and bought up jepq (I know it’s too completely different things but money is money) and jepq is up 12% vs O at 1%… I’m taking the cash and moving forward while O is on neutral
I agree O isn't for everyone. But a safe ~6% yield with 2-3% annual growth and relatively low volatility (for a stock) ain't too bad for part of a retirement portfolio. Thanks for watching and commenting!
But be careful. JEPQ is an actively managed etf heavily weighted in big tech sector. It has moderately high expense ratio and management fees. .35% furthermore, jepq options call plays pose high risk as seen when the Nasdaq and broader market pullbacks or sees sharp correction. Although JEPQ dividend yield is high one month, it fluctuates up & down. Although Realty Income has slow future growth potential and high AAFO per share, it still has steady and consistent monthly dividend yield, albeit at high management fees to some of its industry REIT peers.
@@laturista1000 JEPQ has beaten the S&P since inception in total return, which accounts for the expense ratio. I think the expense ratio is worth it. In addition, it has a beta of 0.88. I consider this a great risk-adjusted return.
I hear you. The interest rate outlook has changed quite a bit since then, benefiting REITs. We'll see if cuts actually happen starting in September... Thanks for commenting. - Brian
Based on current interest rates and O's historical spread, a low $40s price would look really good - again, assuming rates don't leg higher from here. This morning's CPI report was another step in the right direction for those in the rates-have-peaked camp.
Let's see! Walgreens is shutting over 1k stores. CVS is shutting over 1k stores. Home depo demanding concessions. Dollar general demanding concessions. I'll stay away.
Nice to see REITs showing some life the past week or two as the market has gotten more serious pricing in rate cuts. Just have to hope the Fed sticks its soft landing, but as a long-term dividend investor, I don't worry much about that either way. Thanks for watching and leaving a comment! - Brian
Great video, thank you! What do you think of my portfolio, each position is weighted at 12.5%? I'm a 33 year old software engineer from Bavaria. Vanguard FTSE Developed World ETF (0.12% TER) Realty Income REIT Berkshire Hathaway B Linde Costco Amazon Microsoft Visa For me, I wanted to combined growth with passive income and safety.
I loaded up on REITs over the past months: EPRT, ARE and NNN. I think this will pay off once rates come down. Last 2 trading days are a proof of my thesis. But time will tell how this pans out...
Thanks for watching and commenting. No doubt there are some dogs in O's portfolio. But I don't see them having a lasting impact on the REIT's growth. O's business extends far beyond those tenants, and they aren't closing all of their locations (O's may be many of the ones that remain open). Either way, O's diversified portfolio and long-term leases provide insulation from issues at any handful of tenants.
Nice idea to produce this kind of videos! So, I can pinpoint interested folks to it.
By the way: Fantastic newsletter about AI ! Also a good idea to switch to quarterly routine. There is simply not enough real news going on to justify that monthly publication - is is supposed to be boring to invest in safe dividend stocks, therefore cutting out the noise is smart!
Best wishes!
Thanks, Thorsten! I'm still learning the ropes at RUclips but have enjoyed this new format to talk about dividend investing. I'm really glad to hear you liked our last newsletter, too - thank you for that encouragement! - Brian
Buy and hold til retirement my friends
I like keeping things simple :)
Thanks for watching and commenting!
- Brian
Thanks. Good video !!! We are believers in O.
Thank you! I think O is a solid income investment as long as you are comfortable with its bond-like nature.
@@simplysafedividends indeed, I agree fully.
Nice analysis... still sitting out REITs at the moment - had O for a year and harvested dividends but these were offset by the declining stock price...
Thanks for watching and commenting. Tough for bond-like stocks such as O to do well in a rising rate environment. I don't know if REITs have ever underperformed for ~3 straight years as they just did either. Hopefully we are close to peak rates and better times ahead.
Thanks Brian!
My pleasure, Charles. Thanks for watching and leaving a comment!
Very instructive. TY.
You're welcome. Glad this was helpful!
Can u do a video on VIcI properties ?
Thank you for the insight
At the moment MAIN>O
VICI>ARE>ADC>O
Still like O and won’t sell anytime soon
MAIN benefits from rising interest rates since almost all of its loans to companies have variable interest rates, while some of its borrowing costs are fixed. Coupled with low credit losses so far with the economy avoiding recession, conditions have been great for most BDCs like MAIN. I own some shares myself but know it will get hammered whenever the next downturn hits. Still think the dividend will remain safe, though.
I like O-MAA-NEE-VICI-ARE-ADC. All in my portfolio 🎉
Better off with spyi or qqqi
that WAS true a year ago but now main is up like 20% in a year and rates probably coming down along with their share price
Huge pass on O.. hundreds of other stocks and etfs performing better than O over the last 5 years.. sold out of O in 2023 and bought up jepq (I know it’s too completely different things but money is money) and jepq is up 12% vs O at 1%… I’m taking the cash and moving forward while O is on neutral
I agree O isn't for everyone. But a safe ~6% yield with 2-3% annual growth and relatively low volatility (for a stock) ain't too bad for part of a retirement portfolio. Thanks for watching and commenting!
REITs may outperform the market going forward if rates come down. I have been loading up on them (and JEPQ BTW) the past months.
But be careful. JEPQ is an actively managed etf heavily weighted in big tech sector. It has moderately high expense ratio and management fees. .35% furthermore, jepq options call plays pose high risk as seen when the Nasdaq and broader market pullbacks or sees sharp correction. Although JEPQ dividend yield is high one month, it fluctuates up & down. Although Realty Income has slow future growth potential and high AAFO per share, it still has steady and consistent monthly dividend yield, albeit at high management fees to some of its industry REIT peers.
@@laturista1000 thanks but still passing on a stagnant stock.
@@laturista1000 JEPQ has beaten the S&P since inception in total return, which accounts for the expense ratio. I think the expense ratio is worth it. In addition, it has a beta of 0.88. I consider this a great risk-adjusted return.
Great Video!
Thanks for watching!
I'll buy below 40.00
it has lots of cash flow
FALSE
@@12345krillin Huh? How so?
Wish I had seen this video before stock made its way back to 58
I hear you. The interest rate outlook has changed quite a bit since then, benefiting REITs. We'll see if cuts actually happen starting in September...
Thanks for commenting.
- Brian
Thanks Brian! I'm not in this but would be if it gets into the $40's. I'm currently holding vici as my reit
Based on current interest rates and O's historical spread, a low $40s price would look really good - again, assuming rates don't leg higher from here. This morning's CPI report was another step in the right direction for those in the rates-have-peaked camp.
Let's see! Walgreens is shutting over 1k stores. CVS is shutting over 1k stores. Home depo demanding concessions. Dollar general demanding concessions. I'll stay away.
Just bought 300 shares the other day. Inside my IRA
Nice to see REITs showing some life the past week or two as the market has gotten more serious pricing in rate cuts. Just have to hope the Fed sticks its soft landing, but as a long-term dividend investor, I don't worry much about that either way. Thanks for watching and leaving a comment!
- Brian
Great video, thank you!
What do you think of my portfolio, each position is weighted at 12.5%? I'm a 33 year old software engineer from Bavaria.
Vanguard FTSE Developed World ETF (0.12% TER)
Realty Income REIT
Berkshire Hathaway B
Linde
Costco
Amazon
Microsoft
Visa
For me, I wanted to combined growth with passive income and safety.
Good
Y’all like that $1.60 increase today 😏
No I needed to buy more lol!
No i was gonna buy in. Lame! 😂
But that increase is no guarantee
I loaded up on REITs over the past months: EPRT, ARE and NNN. I think this will pay off once rates come down. Last 2 trading days are a proof of my thesis. But time will tell how this pans out...
O no.1
I’m not a fan of O portfolio, the dollar stores, Walgreens and now dying Red lobster is just horrible.
Thanks for watching and commenting. No doubt there are some dogs in O's portfolio. But I don't see them having a lasting impact on the REIT's growth. O's business extends far beyond those tenants, and they aren't closing all of their locations (O's may be many of the ones that remain open). Either way, O's diversified portfolio and long-term leases provide insulation from issues at any handful of tenants.
Thanks Brian!
You're welcome! Thanks for watching.