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. Group 1: Investment Strategy - A solid base of classic dividend growth stocks can be complemented with other asset types to create a more efficient investment income strategy [1] - The hybrid system developed allows for capturing total returns that align with the performance of the S&P index [1]

Group 1 - The ongoing debate among investors centers on the preference between high yield and dividend growth investments, particularly appealing to younger investors who favor long-term holdings with consistent annual dividend increases [1] Group 2 - Rida Morwa, with over 35 years of experience in investment banking, leads the Investing Group High Dividend Opportunities, focusing on sustainable income through high-yield investments with a targeted safe yield of over 9% [2] - The service offers features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates, emphasizing community and education in investment [2][4]

Industry Overview - Real estate investment trusts (REITs) paid out over $70 billion in dividends in 2024, with expectations for continued growth in 2026 [1] - Prologis and American Tower are predicted to lead the sector in total dividend payments in 2026 [1] Prologis (PLD) - Prologis has a market capitalization of nearly $120 billion and paid almost $3.9 billion in dividends last year, supported by $5.6 billion in core funds from operations (FFO) [2] - The current quarterly dividend is $1.01 per share, annualized to $4.04, with a 5% increase implemented last February [3] - Prologis expects core FFO per share to rise from $5.86 last year to a range of $6.05 to $6.25 in 2026, indicating a 3% to 7% increase [5] - A further 5% dividend increase is anticipated in 2026, leading to an estimated total payout of around $4.1 billion [5] American Tower (AMT) - American Tower has a market capitalization of nearly $84 billion and currently pays $1.70 per share in dividends, totaling about $3.2 billion annually [6] - The company generated $984 million in free cash flow after capital expenditures in the third quarter, indicating strong cash flow to support dividends [6] - American Tower aims for mid-single digit annual dividend growth and is expected to raise its dividend by about 5% this year, increasing total outlay to nearly $3.4 billion [11]

Core Viewpoint - Kinder Morgan's natural gas-to-dividend cycle remains active, focusing on capacity investment supported by long-term contracts with high-quality clients, which enhances cash flow and dividends [2] Financial Performance - Kinder Morgan reported $4.51 billion in net revenue for FQ4, representing a 13% year-over-year increase, driven by natural gas demand and new project completions [5] - Adjusted net income and earnings per share increased by 22%, with expectations of continued strength in the upcoming fiscal year [6] Dividend Outlook - The company offers an attractive annual dividend yield of 4%, having increased its dividend for eight consecutive years, with a sustainable low single-digit distribution CAGR anticipated [3] - The payout ratio relative to free cash flow is approximately 70%, which is manageable given the company's strong balance sheet [4] Investment Cycle and Growth Prospects - Kinder Morgan's investment cycle is robust, with a growing project backlog that could accelerate growth by year-end [7] - Planned capital expenditures of $3.4 billion and recent credit upgrades from major ratings agencies, including an upgrade to BBB+ by S&P, reflect improvements in the balance sheet and cash flow outlook [8]

Core Viewpoint - Edison International is recognized as a Dividend Contender, highlighting its consistent dividend growth and financial stability [1]. Group 1: Dividend Information - Edison International declared a quarterly common stock dividend of $0.8775 per share, payable on January 31, 2026, to shareholders of record on January 7, 2026, raising the annual dividend to $3.51 per share, which is a 6% increase from the previous annual rate of $3.31 [3]. - The increase in the dividend reflects the board's and management's confidence in the company's financial position and outlook, marking the company's 22nd consecutive year of dividend growth [4]. Group 2: Market Position and Analyst Outlook - Morgan Stanley raised its price target on Edison International to $61 from $57 while maintaining an Underweight rating, indicating a cautious outlook amidst a broader refresh of the utilities sector [2]. - Edison International is one of the largest electric utility holding companies in the U.S., focusing on delivering clean, reliable energy and related services through its operating subsidiaries [5].

Core Insights - Financial Connections Group sold 34,146 shares of the Vanguard International Dividend Appreciation ETF (NASDAQ: VIGI) for an estimated value of $3.09 million during the fourth quarter [2][3][7] - The end-of-quarter value of the position decreased by $2.90 million, influenced by both share sales and price movement [3][7] - Post-sale, VIGI accounts for 2.66% of Financial Connections Group's 13F reportable assets, down from 4.1% in the previous quarter [4] ETF Overview - The Vanguard International Dividend Appreciation ETF has an Assets Under Management (AUM) of $9.39 billion and a yield of 2.10% [5] - As of January 22, VIGI shares were priced at $92.66, reflecting a 13% increase over the past year, compared to a 14% gain for the S&P 500 [4] - The ETF focuses on high-quality international companies (excluding the U.S.) with a consistent record of growing dividends [6][9] Investment Strategy - VIGI's investment strategy aims to track an index of international companies known for dividend growth, providing investors with a diversified portfolio [6][9] - The ETF employs a passive management approach, designed to closely mirror the performance of its target index by holding constituent stocks in similar proportions [10]

If you want access to our entire Portfolio and all our current Top Picks, feel free to join us for a 2-week free trial at High Yield Landlord.I want to do something I have never done before on Seeking Alpha: a full review of my investment portfolio.Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "life ...

A strong resurgence in investment banking and trading activities resulted in a strong showing for the banks in the December 2025 quarter. Notably, even amid this robust performance, Goldman Sachs (GS) stood out in particular. Not only did its earnings handily beat Street expectations, but the banking major also increased its quarterly dividend by 12.5% to $4.50 per share. The increased dividend will be paid on March 30 to shareholders of record on March 2. Notably, the company has been raising dividends ...

Market Sentiment - The market currently feels uncomfortable due to elevated valuations, indicating potential overvaluation concerns [1]. Investment Strategy - The focus is on identifying durable businesses with strong cash-flow potential through a combination of macro analysis and bottom-up stock research [1].

Core Viewpoint - GE Aerospace is experiencing significant financial growth, with free cash flow conversion exceeding 130%, leading to increased shareholder returns since its spin-off from General Electric in 2024 [1] Financial Performance - The company reported a 26% increase in revenue to $11.3 billion and a 26% rise in operating profit to $2.3 billion for the third quarter [4] - Adjusted earnings per share surged 44% to $1.66 [4] - The stock has returned 71% over the last 12 months, with adjusted earnings expected to grow by 35.6% in 2025 following a 63.7% increase in 2024 [3] Shareholder Returns - GE Aerospace has committed to returning $24 billion to shareholders from 2024 to 2026, representing a 20% increase from initial plans [2] Market Position - The company operates the largest installed base of commercial jet engines globally, with 78,000 engines powering three out of every four commercial aircraft [5] - The extensive fleet generates predictable high-margin services revenue [5] Upcoming Expectations - Analysts forecast revenue in Q4 to increase to $11.2 billion from $9.88 billion year-over-year, with adjusted earnings per share expected to rise to $1.43 from $1.32 [6] Supply Chain Improvements - Services revenue increased by 28% due to improved material availability and increased shop visits, with internal shop visit revenue growing by 33% [8] - Spare parts sales rose by 25% as supply chain constraints eased, and LEAP engine deliveries surged by 40% year-over-year in Q3 [8]