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Rendite Rudin
@RenditeRudin
1Sem.·

O = GOAT

Realty Income ($O (-1,04 %) ) raises its dividend for the 131st time

The monthly dividend will be raised from $0.2685 to $0.2690. The payout will start in July. Realty Income thus remains true to its reputation as "The Monthly Dividend Company".


$O (-1,04 %) Realty Income is an integral part of my portfolio and I plan to increase the position significantly in the future. The combination of stability, monthly payouts and a proven business model has convinced me in the long term.


What about you?

Do you have Realt Income in your portfolio or do you invest in other REITs? (Example. $VICI (+1,85 %) ?)

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30 Commentaires
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Carsten@Carsten1970
1Sem.
As $O has only been going down since 2022, I'm thinking about switching. And I don't think the $0.0005 increase in the dividend outweighs the loss in the share price. I'm still thinking about it. But I won't be looking at it for much longer. I'm thinking of switching to $TDIV.
Good dividend PLUS growth.
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S.A.U.@SAUgut77
1Sem.
@Carsten1970 I also reallocated and this month, instead of the usual converted ~€10, I received a good ~€20 dividend of which 30% was even tax-free and next month, with the same stake, it will even be ~€29 and again 30% tax-free.
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Rendite Rudin@RenditeRudin
1Sem.
@Carsten1970 O is of course suffering from the current interest rate policy. Nevertheless, I can understand why a reallocation is being considered.

What I particularly like about $O is the continuously rising dividend. Sure, $0.0005 more per share doesn't seem relevant at first glance - but 131 dividend increases are a strong sign of reliability and continuity for me personally.

$TDIV is definitely also a strong ETF, which I also have in my portfolio. Perhaps the combination of both is the best choice in the end.
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Rendite Rudin@RenditeRudin
1Sem.
@SAUgut77 What did you add?
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S.A.U.@SAUgut77
1Sem.
@RenditeRudin have switched to $JEGP.
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Harald@Madhatter5566
1Sem.
@RenditeRudin Rising dividends are completely irrelevant when building a portfolio.
Dividends are a withdrawal tool. You take a little out of your position, count up and pay in again. This is an absolute zero-sum game.

The only interesting thing is the total return. And O is really poor.

I go so far as to say that rising dividends are nonsense, even when withdrawn. Only the total return counts. I could also sell the rest myself. Dividends only automate the partial sale of your position
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Leon@Investingyoung
1Sem.
@Carsten1970 $EXR is clearly the better ride
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Carsten@Carsten1970
1Sem.
@Investingyoung The trend since September 2022 has only been downwards, just like at $O, so what could be better?
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Leon@Investingyoung
1Sem.
@Carsten1970 the dividend growth, and the return pa over 20 years as the trend
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Fabfx@Fabfx
1Sem.
@Carsten1970 Reallocate BEFORE the interest rate cut? Reits in particular benefit from this
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Kapitän K.@PalmPirateTechnocrate
1Sem.
Trump wants to increase taxation on US dividends. At the moment, I would rather hold on, at least that's what I'm doing. Maybe something will come up within the EU or the UK or something. I have Realty Income and will hold it for now and see what happens.
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Rendite Rudin@RenditeRudin
1Sem.
@PalmPirateTechnocrate I don't think he'll be able to get that through. In that case, many pension funds and investment funds would sell directly - including many private investors, myself included.

But you can never be sure with the "mad king".
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Filipe@fpena
1Sem.
Sounds nice, but I switched from $O to $JEGP
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Rendite Rudin@RenditeRudin
1Sem.
@fpena but Jpeg has a worser performance
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Filipe@fpena
1Sem.
Currently yes, $UNH and Pepsi are quite down and other companies there but long term I see better results. And you don't have the 15%dividend withhold from the US
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Dividendenopi👴@Dividendenopi
1Sem.
Beide 😇
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Rendite Rudin@RenditeRudin
1Sem.
@Dividendenopi Do you have any others?
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Dividendenopi👴@Dividendenopi
1Sem.
@RenditeRudin no and are both on the sales list if US does not come to its senses soon 🤷‍♂️
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Leo@MCKrummel-Divi-Holding
1Sem.
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Dividendenopi👴@Dividendenopi
1Sem.
@MCKrummel-Divi-Holding Uncertain economic prospects, planned massive government debt and emerging inflation risks make me very skeptical. The loss of confidence in the dollar and bonds in conjunction with the aforementioned points could lead to further risk premiums on US bonds and this will ultimately also make the refinancing of usually highly indebted Reits more expensive.
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Rendite Rudin@RenditeRudin
1Sem.
@Dividendenopi we are curious to see how the USA issues will develop...
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Leo@MCKrummel-Divi-Holding
1Sem.
@Dividendenopi right approach, but I'm kind of split on that. Because it can be applied to almost everything that concerns the usa. How do you see your share in the portfolio in terms of % for the future?
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Dividendenopi👴@Dividendenopi
1Sem.
@MCKrummel-Divi-Holding If you mean US, it was always around 30 percent. No more and probably won't be in the near future. I still have a covered call $QYLE, $VZ, $MO and a smaller position $PFE. Apart from Pfizer, the positions are full. The two Reits and the CC are potential first candidates for an exit. Should the FED actually cut interest rates for the first time, this could have a short-term effect on the Reits and possibly also boost the CC somewhat and represent an exit scenario for me
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tommycashless@tommycash
1Sem.
@TreasureHunter 🐐🐐🐐
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Leon@Investingyoung
1Sem.
Better take a look at $EXR, the goats realty is laughable compared to them
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Rendite Rudin@RenditeRudin
1Sem.
@Investingyoung Well, the performance isn't that "blatant" either, but I'll take a look at schauen👍🏼👍🏼
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Leon@Investingyoung
1Sem.
@RenditeRudin The performance is 900% since 2006 $O has just over 100-200% with the same div return and even 8% div growth less per year. For me $EXR is a clear winner and also one of the only reits I would buy (if it were in line with my strategy)
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Rendite Rudin@RenditeRudin
1Sem.
@Investingyoung Okay, I'll do some research! Thanks for the Input👍🏼
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Carsten@Carsten1970
1Sem.
@Investingyoung I'm looking from 2022 to now and it's only on the way down. What good are prices from 2006-2022?
Since 2022 both are going down but others are going up? I don't know
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Leon@Investingyoung
1Sem.
@Carsten1970 we invest in shares for the long term, don't we? 3 years is not long term colleague and long term has been Exr better so why should that change over the next 20 years?
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