Well, you know how I feel about leveraged ETNs, so I won't go there... in the MLP space, the only ones I follow that yield north of 8% are ones that have been hammered and/or cut distributions over the last 12 mos., but I notice the ones you list as examples are widely followed by others here and elsewhere -- so I'll leave that topic alone, also... as far as BDCs, not sure if they are good values here or not -- PSEC has taught me a few new things... have you looked into any pure credit/debt related stocks like OXLC (100% CLOs and has not been tarred along with BDCs lately and pays about 14% distribution/divvy)...
Also, this article is a year old now from SA, but it is an interesting read about the author's 9% yielding PF built with stuff I'd never (or barely) heard of before and might spark an idea or two since you seem interested in very high yielding instruments for this guy's PF: seekingalpha.com -- I'm especially finding it interesting to read it after a year has passed to see how individual names in his holding have fared this past year.
As for your last category, I can't think of any better plays than KMI and O... others you might want to look at in the REIT space, IMO, would be NNN, WPC and OHI has cooled off a bit after a big run up in share price, so might be worth a look as value-priced relative to a couple months ago.
Traditional utes are solid, but which ones really depend on your "screens" for yield and divvy growth -- some barely grow CAGRs much at all but sport higher current yields while others sport lower/faster growing yields. I have a mix of both... I would also seriously consider some telecoms (I have been quite happy with T and VZ, T has the higher yield, but lower growth, and VZ's growth may hit a wall this year -- or not)... there are other telecoms, but I've been so satisfied with those two, I've stopped following others.
Good luck! |
