s***y
发帖数: 124 | 1 请求推荐 dividend 高的 fund/bond/stock, 用于IRA帐户投资。 | S**C
发帖数: 2964 | | D******e
发帖数: 1222 | 3 Minimum to Invest $2,500,000.00 ??
orz
【在 S**C 的大作中提到】
: TIBIX
| S**C
发帖数: 2964 | 4 Fido IRA has this for much less min with a transaction fee. It was available
in Wells Fargo IRA several years ago for as low as $100 min.
【在 D******e 的大作中提到】
: Minimum to Invest $2,500,000.00 ??
: orz
| t*m
发帖数: 4414 | 5 too expensive. I won't consider it
【在 S**C 的大作中提到】
: TIBIX
| m******1
发帖数: 120 | 6 You can consider REITS with high yields, such as AGNC (15.2%), then research
its peers at Yahoo Finance. | S**C
发帖数: 2964 | 7 AGNC holds $85 BILLION in long term assets, floating on shareholder equity
of $11 BILLION....that's almost 7X leverage, but only distributes 15.2%? I
will go for leveraged CEFs with 6-8% distribution with 30-40% leverage, not
that I want to buy CEFs, just saying. | r****m
发帖数: 1204 | 8 Indeed, high returns always comes with high risks!
Such highly leveraged REITS could be quite risky, many of them stopped
paying dividends (or went bust) during the trough of the last real estate
boom/bust cycle.
However, if you believe the recent RE boom just started and could last for a
while, they are a good vehicle to ride on.
Not for everyone, though. | c*****e
发帖数: 1106 | 9 This website has a lot information on various investments with high yields.
http://www.dividendyieldhunter.com/index.html
One category I have been paying particular attention lately is US royalty
trusts. It's well suited for IRA where you don't need to deal with its tax
consequences.
http://www.dividendyieldhunter.com/US_Royalty_Trust_List.html
There are a lot particulars about energy trusts, so if you don't want to
spend the time to understand them, you probably should stay away.
For the record, I have bought PER and SDR recently. I still like both at
current prices, esp PER.
The article below has a very good overview of PER.
http://seekingalpha.com/article/1102671-sandridge-permian-trust
One way to think about a royalty trust, say take PER as an example, is that
it is like a high yield bond but with
1. a floating option (with a floor in the next few years during the
subordination period). This has to be valued since energy prices will likely
match or outpace inflation longer term. Hence it does not suffer much from
interest rate risk like fixed HY bonds will, a very important consideration
in this low interest environment.
2. no call provision.
Other things to consider
1. Depreciation: very important to understand, has consequences to unit
price and tax
2. Treated as limited partnership for tax purpose
3. Commodity (Oil and Natural Gas) price risk and revisions to reserve
estimates.
4. Not relying on leverage unlike many other high yield investments. | c*****e
发帖数: 1106 | 10 I also wouldn't recommend REITs, the entire sector is over priced IMO.
Earlier, I recommended here some inexpensive DC based REITs due to the
excessive fear to Fed govt spending cuts, the one I actually owned was FPO,
but I have sold it after the recent run-up. | S**C
发帖数: 2964 | 11 It has little to do with RE boom, this mREIT pop only works if one can
predict accurately when interest rate and Fed policy will change, AND can **
act** on it before the game is over.
a
【在 r****m 的大作中提到】
: Indeed, high returns always comes with high risks!
: Such highly leveraged REITS could be quite risky, many of them stopped
: paying dividends (or went bust) during the trough of the last real estate
: boom/bust cycle.
: However, if you believe the recent RE boom just started and could last for a
: while, they are a good vehicle to ride on.
: Not for everyone, though.
| S**C
发帖数: 2964 | 12 MLPs were hot for three years now at minimum.
【在 c*****e 的大作中提到】
: This website has a lot information on various investments with high yields.
: http://www.dividendyieldhunter.com/index.html
: One category I have been paying particular attention lately is US royalty
: trusts. It's well suited for IRA where you don't need to deal with its tax
: consequences.
: http://www.dividendyieldhunter.com/US_Royalty_Trust_List.html
: There are a lot particulars about energy trusts, so if you don't want to
: spend the time to understand them, you probably should stay away.
: For the record, I have bought PER and SDR recently. I still like both at
: current prices, esp PER.
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