Portfolio Yield
vs 1.35% S&P 500
Annual Income
8.7% YoY
Avg Safety Score
14 Excellent, 5 Good
Div Growth (3Y)
1.8% YoY
Stock | Amount | Pay Date | Frequency | Yield | Safety |
---|---|---|---|---|---|
ARCC
Ares Capital
极 Financials
|
$0.48 | Jun 30, 2023 | Quarterly | 9.72% | 76 |
EPD
Enterprise Products
Energy
|
$0.50 | Jul 14, 2023 | Quarterly | 7.42% | 82 |
O
Realty Income
REIT
|
$0.255 | Jul 15, 2023 | Monthly | 4.85% | 68 |
UPS
United Parcel Service
Industrials
|
$1.62 | Jul 28, 2023 | Quarterly | 3.45% | 78 |
Symbol | Name | Price | 52W Range | Yield | Annual Div | Payout | ROIC | Growth (3Y) | Safety |
---|---|---|---|---|---|---|---|---|---|
ARCC | Ares Capital | $19.75 | $17.50 - $20.80 | 9.72% | $1.92 | 76% | 8.5% | 3.2% | 76 |
PRU | Prudential Financial | $92.18 | $80.25 - $105.40 | 5.21% | $4.80 | 42% | 12.3% | 4.8% | 72 |
EPD | Enterprise Products | $26.95 | $23.10 - $28.75 | 7.42% | $2.00 | 82% | 10.8% | 5.1% | 82 |
ENB | Enbridge | $37.22 | $33.45 - $40.10 | 7.05% | $2.63 | 65% | 8极.2% | 3.0% | 75 |
KMI极td> | Kinder Morgan | $17.45 | $15.80 - $18.90 | 6.42% | $1.12 | 52% | 7.5% | 2.5% | 64 |
O | Realty Income | $63.10 | $55.20 - $68.75 | 4.85% | $3.06 | 75% | 5.8% | 3.8% | 68 |
WPC | WP Carey | $72.35 | $65.40 - $78.20 | 5.92% | $4.28 | 82% | 6.2% | 2.1% | 74 |
NNN | National Retail | $41.80 | $38.10 - $44.50 | 5.45% | $2.28 | 68% | 5.5% | 2.8% | 62 |
UPS | United Parcel Service | $187.75 | $165.30 - $210.40 | 3.45% | $6.48 | 45% | 18.7% | 8.2% | 78 |
D | Dominion Energy | $48.90 | $42.80 - $52.60 | 5.32% | $2.60 | 85% | 6.8% | 2.5% | 58 |