Why higher interest rates don't scare me away from these stocks

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.

Recent Buy

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. 

Recent Buy

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.

May 2014 Dividend Update

 

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.