As many have realized I own a lot of securities in the REIT and BDC industries. Many have expressed concerns about when interest rates rise these income investors will steadily decline. While that may be the case I am not sure that it is a given. There is a lot of time for companies to plan and structure accordingly to minimize the risks now. Sometimes management can have the foresight to take a hit now for a more prosperous future. Here are a few examples of why higher interest rates do not frighten me. I will use a company from each sector and run through why I think they can continue to outperform the overall market. These companies are showing that management has shareholders best interest in mind.
Sunday, June 22, 2014
Saturday, June 21, 2014
I like to share what I am doing with my portfolio especially during this overheated market. It is nice to see other investors and how they persevere through the different economic times and through trouble. I made another recent purchase that involves more risks then I usually like, but has the potential to pay off long term especially if average down on it. It is a long term turnaround story.
Saturday, June 14, 2014
I have not been very good at updating my blog often when changes occur. I understand a lot of people I read and follow along with are better than I have been at it. I will attempt to be more transparent and shortly after buying something post an explanation.
Tuesday, June 3, 2014
May has passed and I have turned 28 years old in the process. I am very happy with the progress I have made within the last year and being able to share the success and failures with like minded investors. I started June with a little trading activity with some success through options to supplement my dividend strategy. A little risk and excitement I am willing to take for the potential profit. I have decided to try and work less hours then usual at work and changed the days I am available. I may have to pick up some days, but hope to be able to maintain and enjoy my time monitoring companies and investing or trading with the same success. May was a nice month for me leading up to June which should set a new monthly record in dividends.