Brett Owens's Latest Posts
Ranking Hot Retirement Stocks Worst To First
The hunt for bond proxies is in full swing – but how good are these untested replacement players? A 100% dividend-only income stream is the goal of any responsible “no withdrawal” retirement portfolio. Which of course is superior in every way to the fatally flawed 4% retirement myth, but difficult to achieve in a world […]
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. […]
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 […]
5 Popular Bond Funds To Sell Now
With all this talk of rising rates, it’s surprising that bond funds are doing so well. The largest bond ETF, the iShares Core Total US Bond Market (AGG), is up over 4% in 2016 and hasn’t paused its bull run throughout the year: Investors are Hungry for Bonds Tax-exempt bonds aren’t doing as well, but […]
2 Popular Dividends In Serious Danger And 3 To Buy Instead
Is it time to buy the higher yields that industrial stocks pay, or are their dividends and profits in cyclical trouble? I’m talking about companies that make big physical products. Their yields of 3% and even 4% or more are 50% to 100% better than the broader market. Many of these stocks are paying at […]
4 Funds With 5% Yields And Almost No Taxes
Fat 5% dividends are hard to come by as stocks continue to climb. But you can actually still get those high yields – and take on less risk – by looking to the municipal bond market. Munis also offer something else truly wonderful: tax-free dividends. That’s right, the income from most municipal bonds is tax […]
Dump These 4 Dividend Darlings Before September 1st
Today I want to tell you about two hidden pitfalls that could threaten your stock returns—and four stocks that could be the first to take a tumble. First, the pitfalls. You’ve probably heard of the first one: seasonality. That’s the market’s tendency to outperform—or underperform—at certain times of the year. A prime example is the […]
3 Oversold REITs Yielding 6% Or More
Real estate investment trusts, or REITs, have been on a tear. For instance, Lexington Realty Trust (LXP) is up a shocking 32% year-to-date, and it also happens to be a stock we recommended a few weeks ago. Many more REITs are up double-digits over the past year, making income-hungry investors wary of buying at too high of […]
Get A Private Equity Edge With 13.7% Yields
Contrary to popular belief, you don’t have to be a multi-millionaire to invest in private equity. In fact, if you have as little as $10 available in a brokerage account, you can do it. This is especially important nowadays, because the stock market just isn’t cutting it anymore. Let’s face it: 2016 has not been […]
4 Brexit Bargains With Big Dividends
Right now, the market only cares about one thing: Brexit. The market is volatile—which means now is a time to buy, buy and buy more as fears drive stocks too cheap. But the simple fact is no one knows exactly how Brexit will impact the world’s various economies. For sure, there’s a consensus that Britain […]
