Blue Owl Capital

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 (+0,08 %) and now I've gradually added more stocks.

$QYLE (+0,08 %) 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 (-0,69 %) 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 (-0,07 %) Solid monthly dividend payer with some growth. The management seems pretty solid to me.

$OBDC (+0,03 %) 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 %) 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 (+0,02 %) I like the portfolio of royalties and it offers further opportunities for diversification.

$JEGP (+0,07 %) 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 (+0,63 %) I like the vision of the CEO and the dividend is double covered.

$SEDY (-0,49 %) 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?

Greetings to all,

I started investing a good year ago. Never really been on the dividend track until now. Wanted to ask which dividend stocks or ETF's you can recommend such as $O (-0,19 %)
$VICI (+0,24 %)
$OBDC (+0,03 %)
$MAIN (+0,16 %) or SP500 dividend aristrocrats and etc.

Thanks in advance for the feedback and have a nice day

The remaining cash was used and the position in $OBDC (+0,03 %) further expanded.

In addition to $HTGC (-1,12 %) and $JEGP (+0,07 %) my mainstay for cash flow.

Something else #beerchallenge from the really beautiful Vilnius.

Hey friends! I've been active here again recently, at least with the REIT Depot. There is also a new blog post about my #Dividenden-income in January 😀 . Have fun reading it! $IFN (-0,81 %)
$PBR (+2,24 %)
$9988 (-3,08 %)
$OBDC (+0,03 %)
$ABR (+0,33 %)

https://investdiv.eu/blog/dividenden-im-januar-2024/

A few more results in the evening for the BDC investors.

$GAIN (-0,07 %) rather lala, NAV not yet seen on Seeking Alpha.

$ORCC (+0,03 %) With record results, NAV (Net Asset Value) at $15.15 per share, Means the stock is currently at a discount.

P/E<NAV

💸 1,452€ Dividends in January '23💸

Hey Freunde🙋‍♂️. The new year starts with a good cash flow! This is also necessary, because February will be rather weak

➡️ In total, 29 companies (or ETF/CEF) have given me 1.452,09€ in dividends. The top payers were. $IFN (-0,81 %) , $PBR (+2,24 %) , $ORCC (+0,03 %) , $FRG and $MO (-0,05 %) !

➡️ For a better classification, there is info on the 3rd page about what the current market value of the top 5 stocks is. In addition, I have given the absolute performance (i.e. including dividends) as well as the current and personal dividend yields.

How many dividends did you receive in January and which company was the biggest dividend payer❓?

#aktien
#dividende
#cashflow
#etf
#investment