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Mar 06, 2023 233 likes •509 views

DON'T FEAR THE RISK OF RISING INTEREST RATES - EMBRACE IT. . AND LEARN HOW TO MAXIMIZE YOUR PORTFOLIO'S DIVIDEND YIELD THE RIGHT WAY. Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180 MORE INCOME, LESS RISK

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DON'T FEAR THE RISK OF RISING INTEREST RATES - EMBRACE IT. …. AND LEARN HOW TO MAXIMIZE YOUR PORTFOLIO'S DIVIDEND YIELD THE RIGHT WAY.

Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180

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MORE INCOME, LESS RISK

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How?........Work The Reporters

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Taking Notes

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Know Why You Own Stocks

Top Down
Bottom Up
What Will Go Wrong
Types

–Cash Cows –Long Haulers –Nibblers

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BONDED With REASONS

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Lay Of The Land

Drive For Yield
Energy Commodities Mess
Emerging Nations Transitions (China)
EU, Japan, UK Cauldrons
Fed, ECB, BOJ (Negative Rates +/-)
Bond Market Pivots
US/EU Banking Challenges

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#1: The Best Of Global Demand For Bonds

Pimco Strategic Global Government

(RCS) 12% Monthly

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#2: Real World Corporate Bonds/Preferreds

JMP Group (JMPB) 8.5%
Tele & Data Systems (TDA) 6.0%
Solar Capital (SLRA) 6.9%
Everbank Preferred (EVER) 6.8%
Flaherty & Crumrine Fund (FFC) 9.3%

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#3 MUNI MIGHT

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What Continues To Work:

Alliance Bernstein Muni Income (AFB)

– 6.0% = Taxable Equivalent 9.2%

Blackrock Muni Income Trust II (BLE)

– 6.0% = Taxable Equivalent 9.2%

Plus Both On The Cheap…

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#4 Collect The Crumbs… Own The Fund Managers

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I Like The Funds… …And The Manager

Alliance Bernstein (AB)

– Partnership – Distribution Yield 9.0%

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Cash In On A Fix For Social Security

AMP Limited (AMLTF)

– Superannuation – Distribution Yield 7.0%

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While We’re Young………..

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Better Than Buffett: Compass Diversified (CODI) 9.0%

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#5 Still Banking On These Guys? (I Have Another Idea)

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Bank Replacement

Blackrock Capital (BKCC) 9.0%

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Bank For What’s Next Hercules Capital (HTGC) 10.0%

Technology Clean tech Life Science Special-Opportunity Lower Middle Market

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#6 What Lucy Really Wants For Christmas…

Real Estate

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What’s Working & Why

WP Carey (WPC) 6.4%
Government Properties Trust (GOV) 11.0%
Independence Realty Trust (IRT) 9.0%
Extra Space Storage (EXR) 3.0%
MFA Financial

– Common REIT (MFA) 11.0% – Notes (MFO) 8.0%

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#7 Boring, But Pays

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Rural Riches

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Consolidated Cash: Consolidated Communications (CNSL) 6.0%

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More Cash?...Take The Bus! Student Transport (STB) 8.0%

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