Fellow Investor,

Thank you for requesting your copy of my latest special report, Your Early Retirement Portfolio: Huge Dividends—Every Month—Forever.

In addition to your free report, I’ve also arranged for you to receive a complimentary subscription to the Contrarian Outlook email newsletter. Inside you’ll receive my unique “second-level” analysis on dividend payers and growers so that you can maximize your portfolio’s current yield AND upside, even in this uncertain market.

Look for your first issue soon.

In the meantime, enjoy your free special report below.

 

Yours in payout profits,

Brett Owens Signature
 
 
 
 

Brett Owens
Chief Investment Strategist
Contrarian Income Report
 
 

Your Early Retirement Portfolio: Huge Dividends—Every Month—Forever
 

Brett Owens, Chief Investment Strategist
 
 
I don’t know about you, but I’m tired of the endless media reports that say you need a million bucks to retire.

I’m tired of it because seemingly insurmountable figures like that are actively discouraging people from ever leaving the workforce: in July 2019, one in four Americans polled said they didn’t plan to retire at all—and that was before this latest economic (and health) emergency.

But I have good news for you: the $1-million figure these so-called “experts” are throwing around is pulled straight out of thin air. It’s just another example of the lazy thinking that often plagues Wall Street.

The truth is, even after all we’ve been through in the last few months, you can still get the retirement you deserve—and on a lot less than the talking heads say you need.

How much less, you ask?

I’m talking about a fully paid-for retirement, with an income stream that outstrips the average wage of the typical working American, on just a $650K stake—and possibly as little as $500K.

And get this: you’ll get paid every single month, too.

Best of all, when you buy into the two high-yield corners of the market I’ll reveal in this report (and check out the 5 specific names I’ll reveal, yielding up to 7.7% now), you could live on dividends alone—without selling a single stock to generate cash.

Imagine that: with a secure income stream, you can forget about the market’s gyrations. With your capital intact, you could even leave a nice legacy for your kids, grandkids, a charity of your choice—it’s up to you!

About That Monthly Income Stream …

Before I go further, I need to tell you something.

This approach isn’t for folks who want to stick with the plain-vanilla stocks most people are content to invest in.

It’s for savvy investors who are willing to invest just a little differently …

… who don’t mind stepping a little outside their comfort zone to bag the steady 6%, 7% (and higher) dividends we need to get the retirement I just described.

So if you want to turn back here and continue “grinding it out” with the sub-1.5% dividends of the S&P 500, I can’t blame you. After all, it’s easy to invest in the familiar. But these stocks’ lean dividends mean you’ll have to consistently sell down your portfolio for extra cash. And it’s only a matter of time before you’ll be forced to do so straight into a downturn, just like many folks were forced to do in the coronavirus crisis.

A smooth income stream? Forget about it.

Almost all S&P 500 stocks pay quarterly instead of monthly.

Sure, you could stagger them so your portfolio pays you every month. But that forces you to pick stocks based mainly on their payout schedules—a one-way ticket to investment disaster if there ever was one. Worse, your monthly cash stream would still vary widely from month to month!

If you want to go beyond a chaotic cash stream and bank the outsized dividends you need for a “no-withdrawal” retirement (plus some nice price gains, too), read on.

Monthly Dividend Play No. 1: Real Estate Investment Trusts (REITs) With High, Steady Payouts

Real estate investment trusts (REITs) are a natural draw for income-seekers because they usually pay much bigger dividends than the typical stock.

There’s a good reason for those higher payouts: the IRS hands REITs a “get out of jail free card” when it comes to taxes. These firms pay zero corporate tax so long as they hand out 90% of their profits as dividends!

It is true that some REITs have been hit hard in the COVID-19 crisis, particularly those that own shopping malls.

But not all REITs have been as badly affected, and some actually stand to gain in the long run, like the two monthly payers we’ll dive into now.

REIT No. 1: STAG Industrial (STAG)

Warehouse owner STAG Industrial is perfectly positioned to profit from one of the lasting legacies of 2020: an accelerated shift toward online shopping. STAG’s top-10 tenants include e-commerce beneficiaries XPO Logistics and Amazon.com itself, which is the REIT’s biggest tenant.

It also rents out a lot of space to automobile firms, positioning it to benefit from rising demand for cars as people look for socially distanced ways to travel. Rising demand for electric vehicles also brightens the prospects of STAG’s tenants, and through them the REIT itself.


Source: STAG Industrial Winter 2021 investor presentation

The other thing that stands out about STAG is its broad diversification: through its 501 properties (100 million square feet), the REIT has a presence in the top 60 industrial markets in the US. It’s also broadly diversified across industries, with exposure to more than 45 different sectors, and its largest tenant accounts for less than 4% of annual base rent.

So if the REIT has trouble with a single tenant—or even a whole sector—it’ll barely make a ripple in its quarterly results.

Now let’s talk dividends: as I write, STAG yields 3.4%, and it hikes its monthly payout on the regular, so we can count on its forward dividend yield being a little higher than that:

STAG’s Growing Monthly Payout

This is one of the most confident management teams I’ve seen, and with good reason: STAG’s long-term debt is $1.3 billion, or a conservative 39% of its assets, and the trust paid out 74% of funds from operations (FFO, a better measure of REIT profitability than earnings) in the last 12 months. That’s a very conservative figure for a REIT like STAG.

The bottom line? STAG boasts one of the steadiest REIT dividends out there. If you’re looking for a reliable monthly income stream, the trust should be high on your list.

REIT No. 2: Long-Term Care Properties (LTC)

Long-Term Care Properties leases out its 177 senior-care facilities, which are located in 27 states. Fifty-eight percent are assisted-living (which help seniors live independently for as long as possible) and 42% are skilled nursing (for more frequent care).

The REIT’s operators were hard-hit in 2020, due to the fact that seniors in congregate settings are among the worst affected by COVID-19., However, as LTC rents out, rather than directly operates, its facilities, it was able to navigate the crisis more easily. And longer term, the thesis behind investing in LTC remains intact: the trust is in the path of a wave of retiring baby boomers, a demographic trend that will continue, and accelerate, no matter what.

And the REIT itself boasts one of the savviest management teams in the long-term- care space. They’re constantly honing the portfolio with timely acquisitions. For example, the trust recently bought a skilled-nursing center in Texas operating under a 10-year “triple-net” lease, which leaves the tenant, not LTC, responsible for most of the property’s ongoing maintenance and operating costs.

The REIT also did a good job of maintaining its dividend throughout the crisis, and the payout should find increased stability as the pandemic recedes and demand for space in its properties allows it to acquire more buildings and increase its rents.

LTC Kept Its Monthly Payout High Throughout the Crisis

Monthly Dividend Play No. 2: Closed-End Funds (CEFs) Yielding Up to 7.7%

Now that we’ve covered off our monthly REIT dividends, let’s move on to another favorite income play of mine—closed-end funds (CEFs), where big yields also abound. In fact, the average dividend yield of all 500 or so CEFs out there clocks in at around 6% as I write, which is huge in an elevated market (with rock-bottom yields) like the one we’re confronted with now.

Even better, CEFs give us one-click diversification, thanks to their broad portfolios of corporate bonds, US stocks, real estate investment trusts (REITs) and a wide range of other holdings.

We also benefit from their active managers, who have the backing of some of the world’s largest fund companies, like BlackRock. That helps CEFs regularly beat their indexes, particularly in areas like bonds and preferred shares.

I’ve got three CEFs for you to take a look at now:

CEF No. 1: Tekla Healthcare Opportunities Fund (THQ)

Our first stop is the biotech space, where THQ throws off a dividend that puts the typical S&P stock to shame: a rich 5.5% payout that comes our way monthly. Better still, THQ’s dividend is solid, and held firm as the crisis hit full-force.

THQ launched in early 2014 and is run by a biotech all-star team in the form of Tekla Capital Management, a Boston firm boasting a combination of medical doctors, researchers and investment pros. Dr. Daniel R. Olmstead runs Tekla, which he joined nearly 20 years ago. His researchers come from big players, like Merck & Co. (MRK.B), as well as tiny biotech firms.

That puts them in a great position to identify up-and-coming treatments, including for coronavirus and any other outbreaks that may arise in the future. The fund is also nicely positioned to profit from broader health trends that will long outlast the coronavirus, like the aging population.

This mix of medical and financial expertise has paid off: THQ has soundly beaten the iShares US Pharmaceuticals ETF (IHE), when you include its big dividend, since the CEF’s launch:

The Power of Expert Management<

These days, THQ is honing in on the biggest companies in the space, with the most robust drug pipelines, like Johnson & Johnson (JNJ), AbbVie (ABBV) and Abbott Laboratories (ABT). THQ also holds healthcare picks beyond pharma, like insurer Anthem (ANTM) and medical-device maker Medtronic (MDT).

Those reliable companies (all of which pay dividends themselves) and THQ’s team of seasoned experts all help backstop the nice, big “paycheck” this fund sends us every month.

CEF No. 2: Reaves Utility Income Fund (UTG)

Everyone knows utilities are a rock in unsteady times. But the main snag with investing in utilities now is individual utilities’ dividends are fairly ho-hum, with the benchmark Utilities Select Sector ETF (XLU) yielding just under 3% today. That’s a lot better than the 1.3% you’d get from the typical S&P 500 stock, but we can do much better still with a smartly managed utility CEF.

Enter the 6.3%-yielding Reaves Utility Income Fund (UTG). The fund holds rock-steady utilities like NextEra Energy (NEE), Verizon Communications (VZ), BCE Inc. (BCE)—Canada’s leading telecom provider—and WEC Energy Group (WEC).

And the management team at Reaves, an investment firm with nearly 60 years of history, has delivered upside most investors can only dream of, crushing the S&P 500 since inception (with dividends included). That’s no small feat for a fund focused on low-volatility utilities.

UTG: A True Tortoise-and-Hare Story

Best of all, much of that return has been in cash, thanks to UTG’s massive dividend. And you’ve got a lot of reassurance that the fund’s share price will hold its own while you’re collecting that payout in the future: it currently sports a five-year beta rating of 0.68, which means it’s historically been 32% less volatile than the S&P 500.

CEF No. 3: Western Asset High Income Fund II (HIX)

Now let’s add some corporate bonds with HIX, a CEF with a long history of strong performance.

The fund, run by Legg Mason (LM), a management firm that’s been in the fixed-income business for 49 years, has pulled off something most bond funds simply aren’t supposed to do: it’s delivered a massive 506% return!

HIX Skyrockets

And the best part of the chart I just showed you is that HIX’s return includes dividends—and as I write this, the fund throws off a 7.7% income stream.

Legg Mason generates HIX’s payout through a portfolio that includes high-yield corporate bonds, emerging-market debt, bank loans and investment-grade corporate bonds.

HIX’s historically high total return and consistent share-price performance make it the kind of fund you could tuck away a decade or more.

Putting It All Together

So where does this leave us? With the five picks above, you’d pull in an average yield just a hair below 6%, plus you’d get wide diversification, with exposure to warehouses, healthcare, the pharma sector and corporate bonds.

So if you were to invest, say, $650,000—a full 35% less than the suits say you need for a healthy retirement—you’d generate a $38,500 income stream.

That’s enough to retire on dividends alone in many parts of America. Plus you’re positioning yourself to nicely grow your nest egg, too, thanks to all five of our picks’ upside potential.

Forget $650,000: Let’s Kickstart Your $38,500 a Year on a LOT Less

I think you’ll agree that a $38,500 income stream on a $650K nest egg is a pretty sweet deal, especially with today’s zero-point-nothing interest rates. And the five stocks and funds above are one way to get there.

But they’re just a small taste of what’s possible: because my favorite monthly paying buys will get you that same $38,500 a year on a much smaller stake—possibly just a $500K nest egg.

I’ve put everything you need in 3 special reports—and I want to give them all to you, right now, FREE, starting with…

Monthly Dividend Superstars: Yields Up to 7.7% With Double-Digit Upside

In this in-depth special report, I’ll reveal three incredible income plays most people don’t even know about.

They’re my absolute favorite investments to keep your nest egg safe while still paying a generous dividend every single month. They include:

  • A well-hedged 7.7% payer in one of the most in-demand sectors right now,
  • The brainchild of one of the world’s top fund managers that’s throwing off an amazing 7.4% yield.
  • A rock-steady 6.3% dividend trading at a massive discount to NAV.

And because these big dividends compound quicker than your skimpy S&P 500 payout, they’ll turbocharge your net worth. Imagine collecting these incredible yields up to 7.7% and growing your nest egg by double digits every year!

And these three monthly cash machines are just the start. Because I’ve compiled another FREE special report for you called…

Best of Both Worlds: 5 Fixed-Income Funds Set to Soar

This report reveals my five favorite funds for investing in fixed income.

These five funds could pay you average dividends well north of 6%, but their best quality may be their lack of correlation with the stock market, giving your portfolio even more ballast in a market hurricane.

Plus, these funds are run by some of the smartest minds on Wall Street, which means they have what it takes to keep their fat payouts rolling out, no matter what the broader market does.

But that’s only the beginning, because the next FREE report I have for you delivers yet another level of safety that will pay you no matter what happens next …

2 “Preferred” Dividends That Can Triple Your Payouts Immediately

If you’re not familiar with preferred shares, you’re not alone – most investors only consider “common” shares of stock when they look for income.

But some corporations issue preferred shares to raise capital. These issues generally pay better dividends than the same company’s common shares.

This report reveals two of my favorite off-the-radar preferred share investments paying out 6%+ a year in dividend income.

Now, the total value of all these reports I just went over is easily more than $300. I mean, just think about how these recommendations could secure you checks totalling $3,000 (or more!) every month for the rest of your life.

Now that I put it that way, they’re probably worth 10X that amount! But none of that matters because…

I want you to have my entire 7% Monthly Payer Portfolio for FREE.

Think of these reports as your jump-start resource. They’ll point you in the right direction.

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That’s why I’m also throwing in a 100% risk-free trial to my research service, Contrarian Income Report.

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So let’s talk about what you get with Contrarian Income Report.

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  • 24/7 members-only website: You’ll get access to a password-protected website where you can access current and past issues, special bonus reports and all of our current portfolio recommendations.
  • Quarterly webinars: About every three months, I hold a live, members-only webinar to answer all your questions.
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Normally Contrarian Income Report costs $99 a year. In return you’re getting picks that can deliver you thousands of dollars each month in a hand-basket.

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So if you’re ready for payouts up to 8% (paid monthly, no less) and double-digit capital gains, simply click here to get started right now.
 
 
 
Yours in payout profits,

Brett Owens Signature
 
 
 
 
Brett Owens
Chief Investment Strategist
Contrarian Income Report
 
 

P.S. Since my recommendations run contrary to popular belief, they tend to jump as soon as the mainstream herd catches on. Get started now to make sure you get in at a good price!

 
 

 
 

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