Ares Coml RE (ACRE) Stock Forum & Discussion

Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

Barrick Gold Non-GAAP EPS of $0.30 misses by $0.02, revenue of $3.37B beats by $30M $ABX (+0.58%)

EPAM Systems Non-GAAP EPS of $3.12 beats by $0.42, revenue of $1.17B beats by $20M $EPAM (+1.93%)

Air Products and Chemicals Non-GAAP EPS of $3.56 beats by $0.09, revenue of $3.19B misses by $30M $APD (+1.53%)

Ares Commercial Real Estate DEPS of $0.07 misses by $0.02, revenue of $16.65M misses by $0.38M $ACRE (+0.51%)

GEO Group misses Q3 estimates $GEO (+0.33%)

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TaxesAreTheft

@TaxesAreTheft

2Wk·

High Yield Income Portfolio

Disclaimer: I know that this is not an optimal strategy (I also have a real portfolio). I also know that very few people are interested in this type of portfolio, so feel free to skip the post, you won't miss anything.

I started building this HY Income portfolio about three months ago.

The first position was $QYLE (+1%) and now I've gradually added more stocks.

$QYLE (+1%) is pretty much the classic when it comes to covered call ETFs and is in my opinion a must have for every portfolio of this type.

$ACRE (+0.51%) I have great confidence in the management of Ares and the company is one of the few MREITs that I trust with my money. ACRE's portfolio is currently being restructured to be more defensive.

$GAIN (-0.5%) Solid monthly dividend payer with some growth. The management seems pretty solid to me.

$OBDC (+1.2%) Since the company has changed its strategy a bit and is now investing more in equity to increase NAV, it is my favorite BDC.

$STHE (-0.2%) PIMCO specializes in high yield funds, in my opinion it is especially important in the high field area that you trust the management, which is why I chose this product.

$DIV (+0.36%) I like the portfolio of royalties and it offers further opportunities for diversification.

$JEGP (+0.96%) I really like the JP Morgan Covered Call ETF strategy, but will possibly exchange it for $JEPI as soon as it is tradable at TR.

$RITM (+2.53%) I like the vision of the CEO and the dividend is double covered.

$SEDY (+0.05%) was recommended to me by a friend.

QYLE is now being saved less, the focus is on the other stocks.

What are your favorite high yield stocks?

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22 Comments

Dividendenopi@Dividendenopi

2Wk

I am invested in $QYLE with a full position, so far it has performed as expected, but I have to keep a close eye on it. The $SEDY is held in the ETF portfolio via a savings plan. Otherwise there are some nice stocks for me as a dividend freak, I've put 2 on my whatchlist. My friend this year is $HAUTO as an individual share. I bought it at a good price at the beginning of the year and it has lived up to expectations so far

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