Author Archive: Brett Owens

Chief Investment Strategist

These “Rich Guy” Dividend Favorites Yield 8.8% to 9.9%

Brett Owens, Chief Investment Strategist
Updated: July 19, 2019

Not yet as rich as you always wanted to be? Don’t worry, because today we’re going to dial you in for some “rich guy” dividend favorites that’ll pay you up to 9.9% every year.

Private equity is a lucrative and secretive world. It’s often limited to accredited investors, which means these funds require you to have $200,000 or more in annual income to qualify.

If you’re living on dividends alone, this might be challenging. Fortunately, there are some private equity plays that you can buy just like individual stocks. They trade for as cheap as $12 per share and they’ll pay you dividends from 8.8% to 9.9% along the way:

Private equity (PE)—funds that can invest in the equity and debt of privately held companies, which we typically can’t get our hands on—is generally touted as outperforming the stock market.… Read more

The Perfect Income Portfolio: Take Your 2% Dividends Up to 8%

Brett Owens, Chief Investment Strategist
Updated: July 17, 2019

If this were any “normal” time, we’d be able to buy safe bonds and collect enough income on our nest egg to fund our retirements. Unfortunately, this is the “new normal” where the Fed is not the friend of us current and hopeful retirees!

Jay Powell is afraid for his job, which means he’s going to cut rates and keep them low for a long time. This means we must look beyond traditional bonds for meaningful income.

What about blue chip dividend-paying stocks? Well, an 11-year stock market rally has ruined that idea. Anyone putting new money in a pricey dividend aristocrat is “buying and hoping” that the stock continues to levitate while the firm dishes its dividend.… Read more

An Easy Dividend “Hack” for 200%+ Payout Growth and Big Gains

Brett Owens, Chief Investment Strategist
Updated: July 16, 2019

Make no mistake: Jerome Powell’s pain is our chance to set ourselves up for 7%+ dividends, along with serious upside—I’m talking total returns well into the triple digits!

The key? The two stealth dividend-growth picks I have for you today. More on those shortly.

First off, you have to feel sorry for the Fed chief. Not only is he taking a whipping from the president’s Twitter feed for not cutting rates sooner, now he’s being second-guessed for considering a cut at all, given June’s blowout jobs report.

It’s a wonder the poor man doesn’t lock his office door, barricade it with his chair and refuse to come out!… Read more

3 Dividends of Up to 15.9% – Delivered Monthly!

Brett Owens, Chief Investment Strategist
Updated: July 12, 2019

What’s better than a portfolio that will pay you a $117,000 salary every year in retirement?

How about one that delivers a consistent paycheck each and every month that you can plan all of your regular expenses around?

I’ll show you how, via with three already-diversified high-yield monthly dividend stocks. But first, let me show you how most income investors get it wrong.

Mistake 1: Cheating Themselves on Yield

Sure, yield isn’t everything—you want growth potential, dividend growth potential and safety, too—but it matters. Consider this: Every 1% in yield equates to $10,000 on a $1 million nest egg. Thus, 2% is $20,000, 3% is $30,000, and so forth.… Read more

How to Be An Elite Dividend Investor

Brett Owens, Chief Investment Strategist
Updated: July 10, 2019

Successful dividend investing is simple, though not necessarily easy. There are nuances which trip up many investors (including most professionals!) These twists and turns create “yield alpha” opportunities for contrarian-minded income investors like us.

If everyone else in the market were perfectly grounded and calculated, there would be no chance for us to make above-average returns. After all, the 11.3% and 17.5% annualized returns that my Contrarian Income Report and Hidden Yields readers are earning would be snapped up in a perfectly efficient market.

Thanks to these inefficiencies, we are able to bank big yields and price returns in Dividend Land.… Read more

These 7% Dividends Crushed the Market (and We’re About to Do It Again)

Brett Owens, Chief Investment Strategist
Updated: July 9, 2019

Today I’m going to give you everything you need to sail through the next crash, crush the S&P 500 by this time next year—and grab safe dividends up to 8.4%.

We’ll pull off this “dividend hat trick” through a set of “pullback-proof” investments with dividends up to 5 times bigger than what your typical S&P 500 stock pays.

In a moment, I’ll reveal three funds yielding up to 8.4% that are more than worthy of your attention now. They come from a corner of the market that will surprise you.

First, though, you might be wondering how I found these big, steady payouts.… Read more

Trump and Xi Agree: These Safe Bonds Should Return 92%

Brett Owens, Chief Investment Strategist
Updated: July 3, 2019

President Donald Trump and Chinese President Xi Jinping have agreed to disagree. For now. Is this a big deal, little deal or no deal for our dividends?

The outcome wasn’t much of a surprise. Stocks have done their part by politely rallying. My real concern is the lack of dividend deals left on the big board.

The S&P 500 is up almost 18% year-to-date. Sure, stocks were due for a bounce heading into the year (as we discussed in late December.) But still, a relentless rally wipes out a lot of bargains.

Remember the sale on industrial cash cow Ingersoll Rand (IR)?… Read more

This Stock Soared 411% (and that’s just the start)

Brett Owens, Chief Investment Strategist
Updated: July 2, 2019

Believe it or not, we now have the best window to buy dividend stocks that we’ve had in decades. Two proven 100%-return indicators just flipped to “green.”

The conditions we’re about to see are rocket fuel for companies growing their dividends like weeds. As usual, we’re going to zig while like-minded money managers (you know, those that outperform a mere index) zag.

Our 100% Proven Contrarian Play

The first factor that points to more upside for stocks is the foul mood among the so-called “smart money.”

According to a June survey by Bank of America Merrill Lynch, fund managers expectations of global growth sank the most since November 1994.… Read more

5 Dividend Stocks That’ll Keep You From Drowning in Retirement

Brett Owens, Chief Investment Strategist
Updated: June 28, 2019

Your 2% bonds are going to make you broke. You need to buy these safe, higher paying dividends instead.

We’ll get to these “real yields” (up to 9.3%!) in a moment. First, let’s recap. Treasury yields just took their biggest bath in weeks, sending the 10-year T-note to 2%. Less than a year ago, the 10-year was flirting with (a not exactly nosebleed) 3%.

And now that Fed chair Jay Powell has fallen in love with the doves (whether by choice or by force), he’s going to keep rates low for a long time. Which means bonds will have no place in a retirement portfolio geared towards income.… Read more

981 Risky Bonds to Sell, 400 Safe Ones to Buy Instead (for 7.7%)

Brett Owens, Chief Investment Strategist
Updated: June 26, 2019

Be careful how you buy your bonds. The most popular tickers have a few “fatal flaws” that’ll doom you to underperformance at best, or leave you hanging in the event of a market meltdown at worst!

Let’s pick on the widely followed and owned iShares iBoxx High Yield Corporate Bond ETF (HYG) as an example. It has attracted $15 billion in assets because:

  1. It’s convenient – as easy to buy as a stock.
  2. It’s diversified (for better or worse, as we’ll see shortly) with 981 individual holdings.
  3. It pays–5.6% today, to be specific.

The accessibility of funds like HYG appears cute and comfortable enough.… Read more