Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Group 1 - The article emphasizes the importance of income-focused investing, particularly in the current volatile market environment influenced by high exposure to 'Magnificent 7' stocks [2] - iREIT+HOYA Capital is highlighted as a premier service for income-producing asset classes, offering sustainable portfolio income, diversification, and inflation hedging opportunities [1] - The article suggests that investors should consider more defensive stocks with a medium- to long-term horizon to mitigate risks associated with market volatility [2] Group 2 - The article does not provide specific financial data or performance metrics related to the companies or sectors discussed [5] - There is no detailed analysis of individual companies or sectors within the income-focused investment landscape [4]

Group 1 - The article discusses market activity in the Business Development Company (BDC) sector, providing insights from both bottom-up and top-down perspectives [1] - It highlights individual news and events within the BDC sector while also offering an overview of the market [1] Group 2 - The article promotes the use of Systematic Income's Interactive Investor Tools for navigating various financial markets, including BDCs, CEFs, OEFs, preferreds, and baby bonds [1] - It encourages readers to explore Income Portfolios that are designed with yield and risk management considerations [1]

If you have followed me and read some articles that I have published over the past couple of weeks, then you have most probably noticed that I am rather skeptical about the near to medium-term performance of BDCs (even though I amRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of p ...

The events of the past week surrounding Trump's tariff announcements have been very negative for business development companies, or BDCs ( BIZD ). In this article, I will detail why and share how I am playing the spaceJoin Now to Access Our Top Picks for April 2025!Your timing is perfect! We’ve just released our latest top investment picks, and by joining today, you’ll gain immediate access to these exciting opportunities.We invest thousands of hours and over $100,000 annually into researching the most prof ...

Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income ...

Over the past week, the private credit and BDC sectors have experienced very steep losses that are similar to those registered by the S&P 500 ( SPY ). In fact, the BDC index ( BIZD ) is downRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy- ...

Chicago Atlantic BDC (NASDAQ: LIEN ) is a business development company that generates its earnings from a portfolio of debt investments. What differentiates LIEN from peer BDCs is that a significant portion of its portfolio is concentrated onFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other asset ...

Group 1 - The BDC Market Weekly Review provides insights into market activity in the Business Development Company sector, focusing on both individual news and broader market trends [1] - Systematic Income offers Income Portfolios designed with yield and risk management considerations, indicating a strategic approach to investment in the BDC sector [1] Group 2 - Interactive Investor Tools are available for navigating various markets including BDC, CEF, OEF, preferred, and baby bonds, suggesting a comprehensive resource for investors [2] - Investor Guides are provided for CEFs, Preferreds, and PIMCO CEFs, indicating a focus on educating investors about different investment vehicles [2]

Since my core strategy has always been associated with high-quality and durable current income streams, the situation we are seeing now in the market, generally, benefits such a value/income-based investing approach.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capi ...