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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: JimisJim who wrote (30655)2/7/2019 1:09:25 PM
From: JimisJim  Read Replies (1) | Respond to of 34328
 
Magellan: Top-Tier MLP, Attractive Risk-Adjusted Yield, And The Dangers Of Indexing

>>>An SA article summary follows, for the entire story, go here: seekingalpha.com and, yes, I'm talking my own book as I have owned MMP for a long time, one of my top three total returners <<<

MLPs are currently a modest 7.50% of the Institutional Income Plus portfolio. Magellan earns the highest weight within that allocation.

We'll outline why Megallan is not only an attractive company but is also attractively priced.

In line with WER's standard practice, we incorporate education into our first MLP-focused article with the goal that you'll be a little wiser in this area than yesterday.

This will include key aspects of MLP analysis and taxation.

We all know happened to crude oil prices in 2014 and the resulting bankruptcy of a slew of master limited partnerships ("MLPs"), service providers, and upstream oriented energy companies. To start, let's put Magellan Midstream Partners ( MMP), the focus of this article, up against the popular Alerian MLP Index ( AMLP) and see how it performed.



The market had significantly higher confidence in Magellan than its peer group, as the above chart demonstrates. Even more impressive is the fact that Magellan is one of the Alerian MLP's largest holdings (9.98%). A major contributor to the market's confidence is the company's simplified business model.



To: JimisJim who wrote (30655)2/8/2019 5:35:18 AM
From: Ditchdigger  Read Replies (4) | Respond to of 34328
 
Morning Jim, should be pretty obvious that I'm not a purist (g). I like holding some etf's as well as mutual funds, in my mind it helps me spread out the risks and give me balance. It may lower my returns, but allows me to sleep a little better at night :)
I hold
VHT
VTI
VIG
SCHD
VSGAX
VMGMX
and VINEX (which has been a stinker!)