I Just Made A Big Bet - And Reshaped My Dividend Portfolio Around It

Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - The author, Leo Nelissen, focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] - The analysis particularly highlights dividend growth opportunities as a key area of interest for investors [1] Group 2 - The article includes a disclosure of beneficial long positions in several companies, indicating a vested interest in the performance of ODFL, CSL, LB, TPL, RTX, GE, NOC, LHX, UNP, CP, and QXO [2] - It clarifies that the opinions expressed are solely those of the author and not influenced by any compensation from the companies mentioned [2] - The article also notes that past performance is not indicative of future results, emphasizing the need for individual assessment of investment suitability [3]