The SNOWBALL has bought back FSFL, current profit £621.00.
Foresight Solar, the fund investing in solar and battery storage assets to generate income and deliver long-term growth, is investing in a programme of upgrades designed to improve electricity generation and revenues, strengthen dividend cover and support long-term shareholder returns.
The enhancements, also known as revamping, involve replacing components such as solar panels and inverters with newer, more efficient equipment. The planned works cover nine sites representing more than 150 MW of capacity, about 20% of the UK portfolio, and are scheduled to be finalised by summer 2027.
Once fully implemented, the programme is expected to deliver up to £2.5 million of annual revenue, contributing approximately 0.05x towards the Company’s dividend cover. At the current 8.10 pence per share target, the Investment Manager calculates the dividend will be 1.1x covered in 2026.
The 30-year yield stretched to 5.32% from 5.29%. Is this a dangerous trend ?
Yes — the trend is dangerous. Not because of the 3‑basis‑point jump, but because the 30‑year yield is rising for reasons that point to deep structural stress in the U.S. fiscal and inflation outlook. Markets are signalling that long‑term borrowing is becoming riskier, and that has economy‑wide consequences.
The SNOWBALL has sold SMIF ahead of the xd date for a tiny profit of £84.00
The goal for the SNOWBALL is to double the income by investing in dividend paying stocks and re-investing those dividends in more dividend paying stocks.
The twenty year goal is a yield of 28% on invested capital, with no further capital being added. The target is to achieve the yield in less than twenty years and we are currently well ahead of target.
Greencoat Renewables PLC ex-dividend date JPMorgan UK Small Cap Growth & Income PLC ex-dividend date Lindsell Train Investment Trust PLC ex-dividend date Personal Assets Trust PLC ex-dividend date Riverstone Credit Opportunities Income PLC ex-dividend date Schroder Real Estate Investment Trust Ltd ex-dividend date Temple Bar Investment Trust PLC ex-dividend date
Given their solid underlying businesses, reliable cash flows, high yields, and healthy growth prospects, these two high-yield Canadian stocks are ideal for your TFSA.
Investing in a TFSA with quality dividend stocks like Enbridge and SmartCentres can provide tax-free returns and long-term wealth growth, focusing on assets with strong cash flows, reliable payouts, and robust growth potential.
Enbridge’s extensive energy infrastructure and SmartCentres’ strategic retail and office properties offer high yields with resilience against economic volatility, making them ideal candidates for building wealth in a TFSA.
A Tax-Free Savings Account (TFSA) is an excellent vehicle for long-term wealth creation, allowing investors to earn tax-free returns on eligible investments within their available contribution room. However, investors should be selective when choosing TFSA investments, as selling stocks at a loss can permanently reduce their contribution room. Therefore, focusing on quality dividend stocks with well-established businesses, reliable cash flows, strong payout track records, and solid growth prospects can be an effective strategy for long-term wealth building.
Against this backdrop, here are two high-yield dividend stocks that could be excellent additions to a TFSA. Let’s take a closer look at these investment opportunities.
Enbridge
Enbridge (TSX:ENB) is an attractive dividend stock for a TFSA, supported by its diversified asset base, reliable cash flows, strong dividend track record, and solid growth prospects. The company operates approximately 200 revenue-generating energy infrastructure assets, with around 98% of its earnings coming from regulated assets and long-term take-or-pay contracts. Moreover, about 80% of its earnings are protected by inflation-indexed mechanisms, helping reduce its exposure to economic volatility and commodity price fluctuations.
This resilient business model has enabled Enbridge to pay dividends for more than 70 years and increase its payout for 31 consecutive years. With a quarterly dividend of $0.97 per share, the stock currently offers an attractive yield of 5.43%.
Looking ahead, rising oil and natural gas production across North America should continue to drive demand for Enbridge’s infrastructure. The company is advancing its $41 billion secured capital program, with projects expected to come online through the end of this decade. These investments could support annualized adjusted EPS (earnings per share) and cash flow growth of approximately 5% through 2030, providing a solid foundation for continued dividend growth and making Enbridge an appealing long-term TFSA investment.
SmartCentres Real Estate Investment Trust
Another high-yield dividend stock that would be an excellent addition to a TFSA is SmartCentres Real Estate Investment Trust (TSX:SRU.UN), which owns and operates approximately 201 strategically located, income-producing retail and office properties across Canada. The REIT benefits from a strong tenant base, with 95% of its tenants having a national or regional presence and 80% providing essential services. This solid tenant base supports a healthy occupancy rate and resilient cash flows across economic cycles.
Consistent lease renewals, healthy rental growth, and ongoing lease-up activities have further supported the REIT’s cash flows and dividend payments. Its monthly distribution of $0.15417 per unit currently yields 6.46%.
Looking ahead, demand for retail space should remain healthy, supported by economic growth and limited new supply due to rising construction costs. SmartCentres is expanding its portfolio through several development projects, including a 200,000-square-foot Canadian Tire store in Toronto. The REIT expects to complete the project in the fourth quarter of this year. The REIT has also acquired a 17-acre parcel in Winnipeg for approximately $10.1 million and is developing two additional self-storage facilities in British Columbia, which are expected to come online next year.
Overall, SmartCentres has approximately 0.8 million square feet of properties under construction and another 87 million square feet in various stages of planning and development. Given its resilient cash flows, attractive yield, and substantial development pipeline, SmartCentres could be an excellent long-term TFSA investment.
AIRE closed at 74p, when the share opens today, you will not be able to trade at that price and book the profit of £558.
If AEW makes a bid, it might be possible to book a similar profit.
GLENSTONE’S ALREADY NEGLIGIBLE SHAREHOLDER ACCEPTANCES FALL FURTHER
The Board of AIRE (“AIRE Board”) notes yesterday’s announcement by Glenstone REIT plc (“Glenstone”) regarding the acceptance level for its unsolicited final* cash offer for AIRE (the “Glenstone Offer”).
ACCEPTANCES FROM INDEPENDENT AIRE SHAREHOLDERS FALL FURTHER TO LESS THAN 0.025%
After 35 days, excluding the AIRE Shares held by Glenstone and its concert parties and the 1,900,000 AIRE Shares subject to Adam Smith’s irrevocable undertaking, Glenstone has only received valid acceptances in respect of only 17,849 AIRE Shares, rather than the 19,849 acceptances previously announced. This represents a negligible proportion of AIRE’s issued share capital, representing less than 0.025 per cent.
After five weeks, Glenstone has therefore secured negligible net acceptance of its Offer from AIRE Shareholders other than its own director.
The AIRE Board’s view continues to be that the Glenstone Offer fundamentally undervalues the Company and as a result, the AIRE Board continues to recommend that AIRE Shareholders:
DO NOT ACCEPT GLENSTONE’S OFFER
The Glencore bid looks like a dead deal. The SNOWBALL will have to keep watching and waiting.
Dividends really are the “Rodney Dangerfields” of the investing world—they get no respect!
But they should, because growing dividends are the key to thriving through any market.
And if you roll your dividends back into your portfolio, the power of compounding takes over and delivers the sort of growth that tech fanboys (and girls) can only dream of.
Here’s the proof, from our friends at Hartford Funds.
Hartford looked at the years between 1960 and the end of 2024, which included everything: the inflation of the ’70s, economic crashes in 2001 and 2008 and, of course, the pandemic.
Here’s what they found: if you’d put $10,000 in the S&P 500 in 1960, you would have had $982,072 at the end of the period, based solely on price gains.
That’s not bad: a 9,721% increase.
It shows you why most folks only think about share prices when they invest. After all, with a gain like that, it’s tough to get excited about a dividend that dribbles a few cents your way every quarter.
But here’s the thing: when you reinvest your dividends, the magic of compounding kicks in. The difference is shocking: your $10,000 would have grown to $6,399,429, or more than $5.4 million more than you’d have booked on price gains alone!
I’m sorry I’m not half as eloquent as Thomas D’Urfey. He had many fellow bubble sceptics too. Some were equally brilliant. It seems there was an entire industry in stock market bubble satire. Songs, artwork, prints, poetry, and more.
There isn’t much of that today. Curmudgeonly bubble sceptics stick to banging away at their keyboards, occasionally going on TV to be hounded by a panel of believers.
Sadly, the genius of the projectors matches that of their counterparts from 1720 quite well.
They promise profits from a venture, but focus more on the financial engineering than the business itself.
Soon, the speculation takes a momentum of its own. Few shareholders could tell you what the underlying business they own actually does.
Eventually, those who launched the enterprise walk away with money somehow. The slowest to sell are left holding the bag.
But I’d like to leave you with one last thought. An important one that is almost always missed.
Both the South Sea Bubble and the Mississippi Bubble were actually attempts to consolidate the government’s national debt. The speculative frenzy was part of this scheme, knowingly aided and abetted by the governments of the time.
Today, our governments are back in debt. Wild stock market frenzies are back. And financial engineering puts government bonds at the heart of the financial system, creating artificial demand for them.
If all you see is a stock market mania, you are being bubbled by the government.
What’s an investor to do in Huva world of bubbles?
There are several options.
You could join the latest frenzy in the hope that you buy and sell early enough.
You could invest outside the industries caught up in the latest bubble.
Or you could stick to sound, fundamental analysis of good companies that are steady performers.
How much you need to invest for £125 per month boost from ‘passive income’
Story by Jon King
Money earned with little to no effort from investors is said to be growing in popularity as Brits seek ways to supplement their incomes. Stocks paying dividends, bonds and savings accounts which pay a set interest rate are among the options available.
Hargreaves Lansdown says for many investors the appeal of earning from so-called “passive income” investments is “obvious”. The broker maintains that a regular income from investments could boost earnings, help with retirement plans or make a portfolio “work harder”.
It says that to earn about £125 per month would usually require a lump sum, but the size of lump sum would depend on the yield of a chosen investment.
Hal Cook, senior investment analyst, explains: “If the investment average yield is 3%, then an investor would need £50,000 to generate an annual income of £1,500 or monthly income of £125.
“The higher the average yield, the less an investor would need to invest to generate the same amount of income.
“If the average yield is 5%, then an investor would need only £30,000 for an annual income of £1,500. Yields are variable, and past performance isn’t a guide to the future.”
Mr Cook says investors can think of yield as similar to the interest rate on a savings account.
But he cautions that unlike cash savings, an investor could get back less than they invest as stock or bond markets can fall and rise in value, with no guarantees they will pay an income.
He explains that tax should be part of the consideration too, but savers can get around this with a tax-free Stocks and Shares ISA.
The analyst lists three possible funds, which he cautions will not be right for everyone. He urges Brits to invest only if a fund matches their aims, they understand the risks and the fund is part of a diverse portfolio.
Artemis High Income is the first fund listed by HL. This one invests mostly in bonds, but can also invest up to 20% in shares in the UK and Europe.
Mr Cook says: “A focus on high-yield bonds and shares that pay a dividend makes it a little different from most bond funds and a higher-risk option.
“So, the fund could be a good way to diversify a more conservative income portfolio, with the potential to increase the overall income paid.”
The second fund on HL’s list is Royal London Corporate Bond, which has a focus on investment grade bonds.
These are debt securities which have received a credit rating at or above a certain level from known rating agencies.
Mr Cook says this fund could form part of an income portfolio focused on the long term. He adds it could provide some bond exposure to a portfolio more focused on company shares.
Ninety One Diversified Income is the third fund listed by HL. Mr Cook says this one invests mainly in bonds from around the world, including government debt. It can invest in company shares too.
He adds: “We consider this fund to be a step up in risk from cash, with potential for losses, while providing a consistent income over time.”
