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.I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium ...

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.Now remains a target-rich environment for income stocks, especially for those in the high-quality category. While some stocks are cheap for a reason, it’s im ...

Group 1 - The article discusses the current market conditions, highlighting that markets are near all-time highs, prompting investors to seek ways to hedge against uncertainty and volatility in equities [1] - The RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) is presented as an investment option that provides exposure to various asset classes, potentially appealing to investors looking for diversification [1] - The author emphasizes a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]

Group 1 - The energy sector presents opportunities for bargain hunting, particularly in exploration and production companies, which offer higher upside potential but come with increased risk [2] - The focus is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group iREIT®+HOYA Capital targets high-yield, dividend growth investment ideas, aiming for dividend yields up to 10% across various asset classes [2] Group 2 - The investment research covers a range of financial instruments including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The service is designed to help investors achieve dependable monthly income and portfolio diversification [1][2]

Core Insights - The Dimensional International Value ETF (DFIV) focuses on large and mid-size companies outside the U.S. and is actively managed to favor stocks with lower valuations and strong profitability metrics [1] Group 1: Fund Characteristics - DFIV is an actively managed fund that emphasizes stocks trading at lower valuations [1] - The fund targets companies with strong profitability metrics, which is a central aspect of its investment strategy [1] Group 2: Research Perspective - Joseph Jones, a professor at The University of Southern Mississippi, specializes in portfolio construction from a dividend growth investment perspective [1]

Core Insights - The Utilities sector has emerged as a market leader in 2025, ranking second only to Information Technology year-to-date, which is atypical for this sector historically known for being more defensive and not typically driving market rallies [1] Industry Summary - The Utilities sector's performance in 2025 is notable as it has outperformed its usual position in the market, indicating a shift in investor sentiment or market dynamics [1]

Group 1 - The article emphasizes the importance of high-quality and reliable dividend growth investments for building growing income for investors [1] - It highlights a focus on investments that are leaders within their industry, aiming to provide stability and long-term wealth creation [1] - The service also includes ideas for writing options to further enhance investors' income [1] Group 2 - The article invites readers to join a membership that provides access to a portfolio, watchlist, and live chat [2] - Members receive early access to all publications and exclusive articles not available elsewhere [2]

Core Insights - Badger Meter has demonstrated significant long-term growth, with a hypothetical $1,000 investment in 1990 now worth $288,000, despite a current market cap of $5 billion [1] - The company is positioned for continued growth, especially as its shares are down 32% from their highs, making it an attractive dividend growth stock [2] Financial Performance - Over the past five years, Badger Meter has achieved sales growth of 15% and free cash flow (FCF) growth of 16%, while increasing its dividend by 14% [3] - The company's FCF margin has improved from 6% in 2015 to 18% today, driven by the expansion of its software-as-a-service (SaaS) sales [6] Market Position and Strategy - Badger Meter's BlueEdge solution aims to modernize outdated water and sewer utilities in the U.S., addressing the need for advanced technology in this sector [4] - The company has a strong acquisition track record, having acquired 14 companies since 2010, which has reinforced its leadership position and expanded its technology offerings [5] Dividend Growth Potential - Badger Meter's current dividend yield is 0.8%, with only 25% of its FCF allocated to dividend payments, indicating substantial room for future dividend increases as FCF margins improve [8]

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which can significantly contribute to income generation [1]. - The strategy aims to create a balanced portfolio that captures total returns on par with the S&P index, demonstrating the effectiveness of blending growth and income investments [1].

Core Insights - The article discusses the comparison of ultra-short bond ETFs, specifically the Vanguard Ultra-Short Bond ETF (VUSB), with CDs and money market funds as options for emergency funds [1] Group 1: Investment Options - The Vanguard Ultra-Short Bond ETF (VUSB) is highlighted as a top pick for emergency funds [1] - The analysis is based on insights from Joseph Jones, a professor with over fifteen years of market study experience [1] Group 2: Research Perspective - Joseph Jones focuses on portfolio construction from a dividend growth investor's perspective [1] - The insights expressed in the research are solely his own and do not represent the views or financial interests of his employer [1]