I don't understand at all why you are suggesting buying GSBD now, as the share price has tanked since June, where it had been relatively stable for the year prior to that. I am waiting for the share price to bottom out before buying, and then also seeing what happens to the dividend payout at that point.
@SidewindersDiana5 сағат бұрын
Thank you so much for this amazing video! I have a quick question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
@markfulmer213514 сағат бұрын
Yes, GSBD has been paying very consistent dividends for 10 years but the price is down over 16% in the last year and over 40% the last 5 years. Even with a 14% yield, you would have lost money. Too risky for me. Thanks for your videos!
@Andrew-zh6jl20 сағат бұрын
Appreciate your vids. Thank you.
@karinmottola922721 сағат бұрын
I'll buy DK with a covered call. I prefer AGNC over GSBD for the 14% dividend. AGNC has good weekly call- and put-options to juice the return and offset a price drop.
@FxAndrej23 сағат бұрын
Nah, in the BDC space, which is riskier than most other stocks, stick to the safest options - long MAIN, ARCC and OBDC
@SamuelDividends21 сағат бұрын
Thank you for sharing your opinion.
@MrMiniPiloteКүн бұрын
Always appreciate your views. I may not agree but I appreciate them. Thanks for the content.
@MikeReplukКүн бұрын
MSDL? this looks promising, may I know your thoughts? thanks .Merry Christmas
@SamuelDividends21 сағат бұрын
I like it a lot
@arihahyar4409Күн бұрын
Merry Christmas - Happy New Year Samuel. I commented to Jussi Askola - that I just subscribed to High Yield Landlord. Thank you for your accessible presentation.
@sagig72Күн бұрын
Another great video Samuel. I always press the Like and leave a comment. It is the small thing I can do to appreciate and promote your channel. Great work man! Wishing Merry Christmas and a Happy New Year to you and your loved ones. Throwing an idea: perhaps you can cover SVOL at some point? it is a unique instrument yielding 15%+. I wonder what your thoughts of it are. Have you considered it?
@SamuelDividends21 сағат бұрын
Thank you so much for your support! Merry Christmas and Happy New Year to you as well! I am not a fan of SVOL as an instrument for creating long-term wealth or even sustainable income because it is just a bet on future market patterns. I prefer to bet on actual profitable businesses that grow in value over time while also throwing off cash flow to me as a dividend.
@sagig7220 сағат бұрын
@@SamuelDividends Thanks so much for taking the time (especially today) to reply to me. What you say makes a lot of sense. I didn't actually think of it this way. You just gave me something to think about. Thanks.
@wernerschonenberger303810 сағат бұрын
To bad you don't want to cover SVOL! The "safety" in trading SVOL, ZVOL, XVOL and the like lies in their difference to other assets OR, to but it differently,, they'll be around as long as there's a stock market because they're basically "volatility insurance". SVOL's strategy has already proven itself in "muddy waters". Even ZVOL which has an even higher payout than SVOL but no "downside" protection whatsoever is a consideration because you can create your own safety net by allocating 90% into ZVOL and 10% into UVXY (leveraged ETF which's share price rises with higher volatility plus it's optionable with juicy premiums). I wouldn't go all in on volatility investments but I think they are a good 10 to 20% allocation for a income portfolio.
@darrellmcpraytor1212Күн бұрын
I sold some of my OKE shares and have been buying LNG shippers while they have been dropping for the last 3 months. I like LPG, TRMD and FLNG..great dividends and look to be starting to rise. I will sell a stock such as LPG which doubled last year despite its 4$ dividend. Now it’s back to the price it was when I originally bought it. I don’t do much trading, but when the math says it’s time it’s time! Your thoughts ??
@miguelsaucedo5719Күн бұрын
LYBs fall hurt
@peterholmes2089Күн бұрын
Yeah, I loved the pullback in BIP and added another chunk of them.
@keithss67Күн бұрын
I agree with you 100%. I have been doing some end of the year tidying up of the portfolio. I had some big gains this year and decided to dump most of my losers to keep my cap gains under control. Started buying this morning after finding some real bargains out there
@MartinD9999Күн бұрын
Did a lot of stock shopping this past week for sure! Thanks Jarome!
@nikosvoudourisКүн бұрын
You are saying that you’re gonna buy more OBDC if it falls in the low 20s. Well, OBDC is constantly around 15 to 16$ , so what am I missing here ?
@SamuelDividendsКүн бұрын
No I am referring to OWL, not OBDC
@alisonryan-landon9768Күн бұрын
Ticker please for Blue Owl OBDC?
@centrino538Күн бұрын
OBDC 🙂
@SamuelDividendsКүн бұрын
The stock I am referring to in the video is OWL.
@gabriellechaparro762Күн бұрын
I'm buying REIT!
@SamuelDividendsКүн бұрын
Thanks for sharing your pick
@yanivpeteКүн бұрын
It's also one reason to rarely , if ever, to be "fully" invested. You always want to have some cash to be able to take advantage of unreasonable sell offs. Also, when markets sell off, the retail dominated CEF segment tends to get crushed, giving you an opportunity to buy funds at really large discounts to NAV. Though we're probably not there just yet.
@chocolatesaltyballs85Күн бұрын
Blue owl capital corp is price at 15usd which is the logo you put on the screen, blue owl capital inc is over 20usd, did you put the wrong logo up and meant blue owl capital inc?
@hallowiegehts9227Күн бұрын
Picked up some things right away. Lets see if we get a bounce here or we go lower. I do have lots of cash to deploy. But might need some patience
@marctheshark7567Күн бұрын
Great video….keep up the good work Sam ….merry Christmas
@SamuelDividendsКүн бұрын
Thank you - same to you!
@sagig72Күн бұрын
good video Samuel. I agree with you, it was quite a gift. I bought lots of VICI, CCI and MSDL last week.
@juliancate7089Күн бұрын
CCI came to may attention a few years ago, but at the time, it didn't meet my goals. I've checked up on it regularly since, but it was always too expensive. It's now at $91 and moving in the right direction for me. If it would drop enough to generate an 8% yield, I'd buy.
@lestergolden93623 күн бұрын
Theocratic Texas, with its Handmaid's Tale abortion law, is hardly business friendly for companies with female remote workers. Nor are it's 110 degree summers. In Porto I met a black doctor who moved here from Houston with his husband, mother and adopted twins. He works in Houston for 2 weeks 4x/year and supports his entire family in an oceanfront apartment.
@billyjohnson91663 күн бұрын
WPC is for me I own a lot of it.
@Rockiii94 күн бұрын
I’ll wait for MAIN to drop in a major market drop. I’d start buying when the share price is roughly equal to NAV & dca down if it continued to fall.
@katrinaewarak4 күн бұрын
I have WPC, CCI and NNN in portfolio. But am more a BDC fan.
@SL-41784 күн бұрын
Thanks for bringing NEM to our attention, the small dip made it even more attractive. I've bought both NEM and GOLD this week, and I may add more next week.
@vdoan65834 күн бұрын
Hello ; thanks for sharing Any thoughts on NLCP
@thebes1184 күн бұрын
AHH sounds interesting. I'm in ABR. I don't go for less than 7%.
@mitchcuttingedgerealestate4 күн бұрын
Stocking up on some WPC, REXR, CCI and even some LYB
@kristiandahl68904 күн бұрын
Added are solid amount of WPC yesterday too
@sagig724 күн бұрын
Another question: Not looking for advice, since I own these names already, but considering the serious dip last few weeks for REITS: what do you think if VICI? CCI? NNN? Again, I own all of them. I bought more CCI last week, more VICI yesterday. Any chance you can do some "status" or "review" on these ones? personally I think they are great opportunities at these levels.
@sagig724 күн бұрын
I press the Like before I even start watching :) I really appreciate your videos and your channel, lots of good content, balanced, not boring. Truly a pleasure to listen and learn. I do have a question: Regarding BSR: considering it's ticker is BSRTF and it's traded over-the-counter, are there implications as to the dividend rules and/or other implications of holding this stock compared to Nasdaq listed? is that a concern? do they have plans to uplist to the nasdaq? Thanks!
@hansschotterradler37724 күн бұрын
I'll stick to lower risk and added a bunch of 3N and WPC yesterday.
@tritosac5 күн бұрын
I remember when you were running for state representative. I lived in Dallas most of my life up until last year when I moved out to El Paso. I agree Texas is a hot spot for many from tax overburdened states. Property taxes are still too high & a big factor in why I sold my home in Dallas. I am hopeful the tide is turning on that front. Good video as always. BSR is on my watchlist.
@SamuelDividends4 күн бұрын
Yes, property taxes have gotten out of control, which is why I ran and was the campaign's focus. I am glad to see the cause gaining some momentum. It should be a bipartisan issue.
@scottdaniels59765 күн бұрын
Added some Managed Futures for Defense...CTA & KMLM. Already heavy into REITs & MLPs. Have about 15% dry powder as well.
@AndyTopenstein5 күн бұрын
Thanks for the great info! Especially on the mid cap market side of things that rarely gets covered.
@58singleman5 күн бұрын
I have been watching these confusing factors all of 2024. I have listened to a lot of KZbin videos. Cannot get any warm feeling about what to expect in 2025. Sooooo..... My portfolio is about 50% in cash right now and I at least have dry powder if prices fall. ( SNVXX ) My uncle's favorite expression was "Hide and Watch". That's me today.
@ivanpinkas38295 күн бұрын
Great job..
@MedicalAnalyst6 күн бұрын
You should go deeper into those issues. What happens if china attacks Taiwan? Do USA companies stop producing? Or does the USA produce more than ever before, and we go into economic overdrive in the USA? War creates a lot of economic activity.
@markfulmer21356 күн бұрын
It seems likely that a 20% correction is coming sooner than later. A lot of younger investors expect the stock market to keep going up every year but like you said, the valuations are getting ridiculously high, especially the Magnificent Seven. Today may be the beginning!
@SamuelDividends6 күн бұрын
@@markfulmer2135 I hope so!
@mirkosprangers58796 күн бұрын
I get the global tensions, but I don't see a Third Reich role for China. Xi is a calculated, nationalist egocentrical leader. Hitler was a racist, hotheaded demagogue.
@druvaciam54076 күн бұрын
TLT is crashing that is very-very bad for REITs. Looks like GOOGL and AMZN will be doing much better in this environment.
@soundsnags20016 күн бұрын
Excellent, let it plummet so I can fill my EPD and MPLX positions!
@SamuelDividends6 күн бұрын
Amen!
@FxAndrej6 күн бұрын
The market is crashing today - someone please give me more money to invest at a discount! :) More ENB, ARE, REXR, CCI, O and many more.
@druvaciam54076 күн бұрын
PAX is falling even harder -7.77%
@AnyangU6 күн бұрын
A little too gloomy on the international politics scene but nailed the market today!
@SamuelDividends6 күн бұрын
I really hope I am being too gloomy!
@AnyangU6 күн бұрын
@@SamuelDividends me too!
@davidh19586 күн бұрын
Enjoy your channel Sam. Nice assessment of current situation with markets. Be prepared.
@derekbionelli10496 күн бұрын
Nice Timing with the Fed today...Nailed it!
@sultanahmed38546 күн бұрын
😁😁😁
@druvaciam54076 күн бұрын
But REITs are cashing even harder. Look at REXR, ARE, completely destroyed.
@MrMiniPilote6 күн бұрын
I agree with your assessments. The incoming administration appears to be handed a ticking disaster. Trying to get a bit defensive. Thanks for the content.