iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Having a good margin of safety is a good mantra to live by when it comes to income investing. In the words of Warren Buffett, “When you build a bridge, you i ...

Here at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my goal is to break down complex concepts into clear, actionable insights that help you achieve better returns.Follow me today and take control of your portfolio.Analyst’s Disclosure: I/we have a beneficial long position in the shares of OBDC, ARCC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my o ...

Here at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my goal is to break down complex concepts into clear, actionable insights that help you achieve better returns.Follow me today and take control of your portfolio.Analyst’s Disclosure: I/we have a beneficial long position in the shares of OBDC, ARCC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my o ...

In this article, I want to initiate coverage on Ares Capital ( ARCC ), which has been, for quite a few years, the largest BDC by market cap. Investors like its wide portfolio of middle-market assets and investments and its dividend stability. Its distributionsI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stabl ...

Group 1 - The primary goal of the "High Income DIY Portfolios" service is to provide high income with low risk and capital preservation for DIY investors [1] - The service offers six different portfolios tailored for various income-seeking investors, including retirees or near-retirees [1] - The portfolios include two High-Income portfolios, a Dividend Growth Investing (DGI) portfolio, a conservative strategy for 401K accounts, a Sector-Rotation strategy, and a High-Growth portfolio [1] Group 2 - The "High Income DIY Portfolios" service includes a total of 10 model portfolios with varying income targets and risk levels, along with buy and sell alerts and live chat support [2] - The investment approach focuses on dividend-growing stocks with a long-term horizon, aiming for lower drawdowns and sustainable yields [2] - The service is designed to help investors create stable, long-term passive income [2]

Core Viewpoint - Dividend stocks are in high demand this year as investors seek stability amid stock market volatility, with the Dow Jones U.S. Dividend 100 Index up nearly 12% year to date, outperforming major market indexes [1] Group 1: Demand for Dividend Stocks - Good dividend stocks are sought after due to their ability to provide income regardless of stock performance, often at elevated yields, and are typically offered by stable, value-oriented companies [2] - Dividend stocks can be reinvested to enhance returns, making them attractive in a negative return market [2] Group 2: Ares Capital (ARCC) - Ares Capital is a business development company that pays out 90% of taxable income as dividends, resulting in a high dividend yield of 10.69% [3][5] - The company has a market cap of $13 billion and has invested $29.5 billion in 603 companies, primarily in senior secured loans [5][6] - Ares Capital maintains a quarterly dividend of $0.48 per share, which has remained unchanged since the end of 2022 [6] Group 3: S&P Global (SPGI) - S&P Global has raised its dividend annually for 53 consecutive years, making it a Dividend King, with a current yield of 0.91% [7][9] - The company has a market cap of $127 billion and has generated an average annualized return of 16.4% over the past 10 years, outperforming the S&P 500 [9][10] - Despite a 17% decline year to date, analysts are optimistic about S&P Global's prospects, with 93% rating it as a buy and a median price target suggesting a 26% upside [10] Group 4: American Express (AXP) - American Express recently increased its dividend by 16% to $0.95 per share, marking the fifth consecutive year of dividend increases [11][12] - The company has a market cap of $203 billion and has seen revenue growth of 10% and earnings growth of 15% in 2025, with similar expectations for 2026 [13][14] - Analysts project a median price target of $393 per share for American Express, indicating a potential 30% upside over the next 12 months [15]

Group 1 - The article discusses the investment strategies led by Rida Morwa, focusing on high-yield investments with a targeted safe yield of +9% [1] - The service includes features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates [1] - The philosophy of the service emphasizes community and education, advocating that investors should not invest alone [1] Group 2 - The article mentions that the contributors for High Dividend Opportunities include Philip Mause and Hidden Opportunities, who support the investment strategies [3] - Recommendations made in the article are closely monitored, with buy and sell alerts issued exclusively to members [3]

For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...

Loans on watchlists, showing stress but still paying, have risen since late 2024. ...

Rida Morwa is a former investment and commercial Banker, with over 35 years of experience. He has been advising individual and institutional clients on high-yield investment strategies since 1991. Rida Morwa leads the Investing Group High Dividend Opportunities where he teams up with some of Seeking Alpha's top income investing analysts. The service focuses on sustainable income through a variety of high yield investments with a targeted safe +9% yield. Features include: model portfolio with buy/sell alerts ...