These 5 Dividend Stocks Are Poised to Soar

• If you want a chance to score big dividends, and price gains, as interest rates stay “higher for longer”…
• And sail through the (inevitable) recession ahead…
• These 5 stocks—and the dividend strategy I’ll show you below—could be crucial.

---

Dear Reader,

You’re about to unlock a dead-simple, 3-step strategy that has uncovered, time and time again, dividend stocks whose payouts are set to surge higher.

And when they do, they take their share prices right along for the (very profitable!) ride.

Even better, this proven system works no matter what the economy (or the Fed!) are doing. Because the key indicators it’s based on help sustain a stock’s price in a market storm, too.

One group of investors has been following the recommendations this stealth strategy has uncovered since 2015.

And the gains they’ve posted have been very impressive indeed.

For example, my indicators flashed BUY on a stock that went on to soar double digits during the 2022 dumpster fire … while just about every other S&P 500 stock crashed!

This strategy has built solid long-term wealth again and again. Like when another recommendation delivered a steady 148% return through ALL market weather.

And right now we’re aiming straight at 5 overlooked dividend stocks poised to DOUBLE in 5 years or less, while their dividend payouts TRIPLE.

Read on and I’ll show you exactly how.

Enter the “Dividend Magnet”

My Dividend Magnet strategy consists of 3 “pillars.”

If a stock shows all three of these telltale signs, it’s time to BUY … then ride along as the company’s dividend grows, pulling its share price higher as it does.

And today I’m going to show you, step by step, exactly how the Dividend Magnet delivered that stout 148% return I mentioned a second ago.

Then we’ll discuss those 5 stocks my research indicates are set to soar far ahead of the market in the coming years.

Personally, I think triple-digit gains are squarely on the table with these 5 hidden gems.

But conservative sort that I am, I’m forecasting steady 15%+ annualized returns for the long haul.

That’s enough to double our investment every five years and triple our income stream, too. We’ll happily take that deal! Especially with the low volatility these 5 stocks offer.

Before we go further, though, I should take a moment to tell you a bit more about myself.

But my real passion is dividend investing. You may have seen me on CNBC, Yahoo Finance or NASDAQ, where I’ve been called on to share my methodology for collecting consistent, predictable and reliable retirement income.

My readers and I don’t go anywhere near profitless techs, penny stocks or other gambles you can’t tell your spouse about.

Safety is my No. 1 priority. Always has been. Always will be.

You see, I take a strategically contrarian approach to the markets.

And for the past several years, I’ve helped thousands of readers fund their retirement thanks to what I call “Hidden Yield stocks.”

Take a look at some of the big returns my premium members have booked:

TD Synnex (SNX): Up 83% in 3 Years

Concentrix (CNXC) Skyrocketed 111.8% in Just 1 Year!

Popular (BPOP) “Popped” 61% in a Little Under 3 Years

Of course we both know investing in the stock market does come with some risk, so while we’d like every stock to go up, some recommendations do decline from time to time.

Now, as we move toward 2026, there are still plenty of oversold dividends on the board for us, despite the strong run the market’s been on. In fact, I expect our next round of picks to do even better than the ones I just showed you.

My Dividend Magnet system continues to be our North Star. I want you to join us.

Whatever your investing goal, this strategy — and the 5 dividend growers I’ll tell you about in a moment — MUST be at the heart of your investment plan.

As you might guess by this point, the humble dividend is the key to our Dividend Magnet approach—but not in the way most folks think.

How Dividends Drove a 63,894% Gain

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!

That’s a 63,894% profit.

It’s a crystal clear example of how critical dividends are. And you can grab stronger profits if you buy stocks whose dividends aren’t just growing but accelerating.

Which is exactly what we’re going to do in the first step of my 3-part Dividend Magnet strategy …

Step 1: Buy an “Accelerating Dividend”

(for Growth, Income and High Yields)

One thing we can say about today’s market is that, as employment growth slows (due in part to AI replacing expensive humans), interest rates are likely to move lower.

That setup reminds me a little bit of 2018, when rates were elevated but Jay Powell was edging toward rate cuts.

Lower rates, of course, are great for utility stocks—”bond proxies” that tend to rise as rates fall. So in November of that year, we picked up cell-tower landlord American Tower (AMT), a REIT whose “tenants” include AT&T (T) and Verizon (VZ).

We liked AMT because it’s a classic “tollbooth” play.

The company charges its clients for using its tower network, then hands that cash to investors as a steadily rising dividend. Buying AMT is a much better move than trying to pick winners among the big telcos.

You can see that in AMT’s performance as rates fell during our holding period: It crushed Verizon, America’s biggest telecom provider. (Verizon’s market leadership was no help to its shareholders in this period—they actually lost money, even with the company’s storied dividend included):

Even better, unlike pretty much any other stock, AMT had been raising its payout every quarter, to the tune of 65% during our holding period!

That rising payout acted like a “Dividend Magnet,” pulling up the share price in lockstep and delivering the 57% total return you see above. AMT also kept the hikes rolling through the pandemic, “magnetizing” the shares as it did!

That’s the “Dividend Magnet” in action—I’ve seen it work its magic on share prices time and time again. Like with our next stock, a chipmaker founded way back in 1930.

TXN’s “Accelerating” Dividend Powered

Us to a 148% Return

Texas Instruments (TXN) isn’t the stodgy calculator peddler it was 30 years ago. Today its analog chips power everything from appliances to industrial sensors.

Management is known for making shareholders’ interests a priority, and it doles out that cash to them on the regular. Those payouts, in turn, have powered the stock’s Dividend Magnet.

TXN’s dividend soared 120% over the 5 years we held it, helping us bag that 148% total return I mentioned earlier.

It was all thanks to the Dividend Magnet, which you can see pulling up TXN’s share price:

TXN’s Dividend Magnet Fires Up

130% dividend hikes. 120% price gains!

Add those payouts and gains together and you get that stellar 148% total return.

The two “dividends up, share price up” patterns I just showed you were no coincidence.

In fact, this predictable setup can not only tell us when to buy, but when to sell, too …

Consider utility American Electric Power (AEP), which I recommended in February 2024. My readers only held this one for a short time, for the best of reasons: It took off! By the time we sold in October, we were sitting on a sweet 27% total return.

But the reason why we bought AEP in the first place was its powerful Dividend Magnet. In the preceding decade, its payout had shot up 76%, and its share price had tracked it higher point for point.

Though by February 2024, a gap had opened up. That was our “in”!

AEP’s Payout Pulled Its Share Price Higher, Until a “Payout Gap” Gave Us Our Shot

We pounced. And by October, the share price had closed the gap. This was important because when a share price catches up to a dividend, and moves past it, it’s a key sell signal.

Share Price Catches the Payout, and We Take Profits

Once the 10-year gap between the price and dividend “reconnected,” we took our quick 27% gain off the table. And rolled it into the NEXT dividend grower!

This is hands-down the most exhilarating part of investing in Dividend Magnet plays like these: When investors (finally) catch wind of them, the stock can pop virtually overnight!

Do all of our calls work out like these? Of course not. I wouldn’t insult your intelligence and say they do. Investing in the stock market involves some risk, even with top-quality large-cap names like these, and you can lose money.

But I think you can see where I’m going here: we buy accelerating dividends, ride them higher and collect bigger payouts and price gains over time. This gives us a huge built-in advantage over investors who rely on traditional measures like earnings per share (EPS) growth, P/E ratios or whatever.

Now that we’ve seen how the Dividend Magnet can tell us to buy (and sell), let’s boost our payout-powered gains with a (wrongfully!) disrespected share-price driver: share buybacks.

Step 2: Toss in a Buyback “Afterburner”

Buybacks get a bad rap, but they shouldn’t, because when done right (i.e., when a stock is cheap), they can light a fire under share prices.

They work by cutting the number of shares outstanding, which boosts EPS and, in turn, share prices. They also boost our dividends because they reduce the number of shares on which a company has to pay out.

And when you combine a solid buyback program with an accelerating dividend, you get something very special indeed!

To see what I mean, let’s loop back to Texas Instruments. The company backstopped its Dividend Magnet with a steady buyback program during our holding period.

That took nearly 7% of its shares off the market:

TXN’s Buybacks Give Its Stock an Extra Kick

As you can see, the company’s Dividend Magnet is humming along beautifully, pulling the share price up as it goes.

Meantime, the buybacks kicked in an extra boost, pushing the shares ahead of TXN’s dividend growth!

Step 3: Use This Powerful Indicator for

Extra Dividend (and Share Price) Safety

Finally, we’re going to safeguard our gains and dividends by purchasing stocks with low beta ratings.

Beta what?

Don’t get too hung up on the jargon here.

Beta is a measure of volatility that you’ve probably seen on your favorite stock screener. A stock with a beta of 1 moves at roughly the same speed as the market (up or down). Betas below 1 are less volatile; those above 1 are more volatile.

For example, consider pharma giant AbbVie (ABBV), whose sturdy business results in a steady stock price.

ABBV has a 5-year beta of 0.52, which means it’s 48% less volatile than the S&P 500.

In other words, on days when the S&P 500 is down 3%, this stock should be down less than 2%.

That’s the theory.

In reality, it’s even better.

AbbVie is one of a tiny group of equities that actually gained through the 2022 mess, and by no small amount, either:

ABBV Soared in the 2022 Market Mayhem

Plus, this stock has a potent Dividend Magnet!

Check out how the share price (in purple below) has tracked the payout (in orange) over the last decade, during which we’ve seen rate hikes, rate cuts, a global pandemic, surging inflation and, yes, trade wars.

ABBV’s Dividend Magnet Drives Steady GAINS

Despite COVID, Inflation, Trade Wars and More

We’re not recommending ABBV today, because the share price has leapt ahead of dividend growth, as you can see on the right side of the chart above. This shows that ABBV is currently overvalued.

Taken together, this gives us a clear picture of how a rising dividend, buybacks and a low beta rating give this one downside protection, making it a true “recession-proof” dividend.

The Dark Side Of REIT Investing

Nov. 15, 2025 GMRE, ABR, BDN, BXP, DEA, GNL, ARI, SVC, 

ILPT, BYLOF, GMRE.PR.A, GNL.PR.A, GNL.PR.B, GNL.PR.D, GNL.PR.E,

 ABR.PR.F, ABR.PR.E, VNQ

Jussi Askola, CFA

Summary

• I invest most of my capital in REITs.
• Even then, I’m bearish on a lot of them.
• This is a sector in which you need to be very selective to succeed.

I’m a strong proponent of REIT investing (VNQ). I invest about half of my own portfolio in REITs and regularly write bullish articles on them here on Seeking Alpha. Some of you may even call me a REIT cheerleader.

But even then, I’m objective enough to recognize that not everything is sunshine and rainbows in the REIT sector.

In fact, I would go as far as to say that the REIT sector has a dark side, which represents a large fraction of it, and should be avoided at all costs.

This is a vast and versatile sector, and just because two companies share the REIT acronym does not mean that they have anything in common. To give you a good example, consider the case of Wheeler REIT (WHLR) vs. EastGroup Properties (EGP). Both are REITs. Yet, one would have earned you a little fortune, while the other one would have lost you everything.

In today’s article, I’m going to discuss this dark side of the REIT sector and how to avoid losers like Wheeler in the future.

Dividend Traps

The unfortunate reality is that a lot of REITs are paying dividends that are not sustainable.

Just in the past few years, I have correctly predicted nine REIT dividend cuts in my various articles. All of these have cut their dividend by at least 20% since then:

Company	Prediction Article
Global Medical REIT (GMRE)	GMRE
Arbor Realty Trust (ABR)	ABR
Brandywine Realty Trust (BDN)	BDN
BXP (BXP)	BXP
Easterly Government Properties (DEA)	DEA
Global Net Lease (GNL)	GNL
Apollo Commercial Real Estate Finance (ARI)	ARI
Service Properties Trust (SVC)	SVC

The reason why so many REITs end up overpaying is that their management teams and boards are trying to make their company as compelling as possible to REIT investors, most of whom are income-oriented.

They know that a higher dividend may help them reach a higher valuation, which could then give them access to equity markets to raise more capital and accelerate growth. This can then allow them to further hike the dividend.

But, in doing so, they often end up setting the dividend too high from the start, leaving little room for error in case of future setbacks.

Eventually, setbacks occur, the dividend becomes unsustainable, but management teams and boards will often still resist cutting the dividend for a while, knowing that it would disappoint investors and hurt their market sentiment.

This then forces them to take on more debt to fund their dividend, only putting them in a worse position.

Eventually, after delaying the inevitable for a while, they still have to rip off the Band Aid, which then often leads to sharp sell-offs as frustrated shareholders sell the stock.

Therefore, it’s crucial to assess the dividend sustainability of a REIT before investing in it.

And it’s not as easy as checking the payout ratio. There are lots of REITs with a relatively low dividend payout ratio that still cannot sustain their dividend.

You also need to look at the leverage, the capex requirements, the cash flow growth prospects, and the track record of the REIT.

Overleverage

Many REITs are also overleveraged, and again, this is often the result of conflicts of interest between the manager and shareholders.

REIT managers are generally incentivized to grow their FFO per share, and the easiest way to achieve that is to take on more leverage and buy additional properties. As long as the cap rate is higher than the interest rate, this should grow the FFO per share, granting REIT managers their performance-based bonuses.

But this only works for so long. Eventually, the REIT runs into some setbacks, and the losses are then amplified by the leverage, often forcing the REIT to sell assets, raise equity, and/or cut the dividend, all of which can then permanently impair equity value.

Take the example of Industrial Logistics Properties Trust (ILPT). The REIT owns great assets, but management took on too much leverage in an attempt to grow faster, and here are the results:

History has shown that the most rewarding REITs are those that are conservative with their leverage, as this leads to more consistent results across the cycle and allows the REITs to play offense during times of crisis, often acquiring properties for pennies on the dollar from distressed sellers.

I try to stick to REITs with LTVs below 50%, but ideally, closer to 30%. Some REITs in my portfolio, such as EastGroup Properties and Big Yellow Group (BYG/OTCPK:BYLOF), have LTVs as low as 10%. Naturally, this results in lower yields and higher valuation multiples, which is why many investors aren’t interested in them, but it also results in faster growth, lower risk, and higher total returns over time. The trade-off is well worth it, in my opinion.

Secular Headwinds

REITs invest in more than 20 different property sectors, and some of them are facing severe headwinds.

The office sector is the most obvious example. Vacancy rates are today at an all-time high of more than 20% as a result of the growing trend of remote and hybrid work. Moreover, I expect the AI revolution to only make things worse as it will lead to significant white collar job disruption, reducing the need for office space, and pushing tenants to require more flexible lease terms. This could then make it harder to finance these assets, pushing cap rates to higher levels, and leading to significant value destruction.

But it’s not just the office. Hotels are another sector with uncertain prospects. The post-COVID rise of Zoom (ZM) has permanently reduced business travel. It has also accelerated the growth of Airbnb (ABNB), which is leading to more supply, price competition, and ultimately lower margins. Finally, booking websites are also ever-growing, more powerful, and taking a greater share of the revenue as hotel flags lose value.

Most Class A malls are today doing surprisingly well, but as AI supercharges the growth of e-commerce with more powerful and personalized marketing, cheaper shipping, and an explosion in small e-commerce business formation (as it also reduces barriers to entry), I expect more pain for traditional retailers who fail to adapt, which could then lead to more trouble for malls.

Mortgage REITs also have a notoriously poor track record due to their businesses being too heavily dependent on macro factors that are out of their control. Even small changes in interest rates and spreads can make or break their businesses, which makes them quite unattractive, in my opinion.

And there are many other examples…

This is a sector in which you need to be highly selective because not all property sectors are well positioned for the long run.

Share Dilution

Finally, some REITs, especially those that are externally managed, will often issue new equity in an effort to buy more properties and grow the size of the portfolio, as this may justify higher management fees for themselves.

This is all fine as long as they are raising the equity at a price that’s high enough to earn a positive spread on new investments. The problem is that many of these REITs will not hesitate to issue equity even when they trade at a discount to NAV, resulting in a negative spread and diluting shareholders.

This can then negate all the potential benefits of the REIT, as constant dilution leads to poor performance.

I think that Global Net Lease has been a victim of this in the past. Just look at the clear inverse correlation between its share price and its rising share count:

This is why I have previously argued that investors should always start their REIT analysis by taking a hard look at the management team. Nothing else matters if the management is going to dilute you time and time again.

Bottom Line

If you look at my past articles here on Seeking Alpha, you will note that I regularly cover REITs to avoid and others that are likely to cut their dividend.

I make it a point to cover the good and the bad because no sector is ever perfect, and knowing what not to buy is often just as important, if not more, than identifying good investment opportunities.

We, of course, aren’t perfect either. At High Yield Landlord, we have suffered quite a few losses in our portfolio lately. But fortunately, we have had many more winners over the years as well.

Editor’s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.

GPIQ Is Becoming The King Of The Covered Call ETFs

Nov. 15, 2025 8:30 AM ETGoldman Sachs Nasdaq-100 Premium Income ETF

Steven Fiorillo

Summary

• The Goldman Sachs Nasdaq-100 Premium Income ETF offers a compelling blend of capital appreciation and double-digit yield, amassing $2.12B AUM in just over two years.
• GPIQ’s dynamic covered call strategy leaves upside partially uncapped, enabling strong monthly income and market-beating total returns compared to peer ETFs.
• The ETF’s monthly distributions remain stable regardless of Fed rate changes, making GPIQ attractive for income investors in a declining rate environment.
• While GPIQ carries risks tied to tech sector performance and execution, its proven strategy positions it as a top choice for income-focused investors seeking growth.

In just over two years, the Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) has amassed $2.12 billion in assets under management (AUM) and is becoming the king of covered call ETFs. Their strategy of delivering recurring income while maintaining the ability to generate capital appreciation has led to GPIQ producing 35.41% in capital appreciation while paying out $9.98 (25.82%) in income since inception. No matter how you look at things, GPIQ has maintained an annualized return that exceeds 15% while producing a double-digit yield. I believe this is why GPIQ is gaining a lot of traction in the market, as their strategy is much more refined than the traditional covered-call overwrite strategy, as they utilize a dynamic methodology to maximize the potential to generate additional appreciation while still maintaining an attractive payout. Despite concerns of overvaluations in technology and expectations of a December rate cut being lowered due to incomplete data from the Fed, I believe GPIQ is very interesting for income investors heading into a lower rate environment. The stats speak for themselves, and even during the April sell off due to tariffs, GPIQ was able to rebound while providing recurring income. As the amount of income that is generated from risk-free assets continues to decline, GPIQ should look much more attractive, and I believe that capital will continue to flow into this dual-purpose ETF.

Following up on my previous article about GPIQ

In the middle of August, I had written an article on GPIQ (can be read here) where I had discussed my bullish thesis. Since then, shares of GPIQ have increased by 3.11% while generating a total return of 5.86% as the S&P 500 moved higher by 5.44%. Over this period, its AUM has almost doubled as it has gone from $1.28 billion to $2.12 billion. More people are realizing that GPIQ is becoming the dominant ETF in the covered call option space. I had discussed how its dynamic call option strategy enables strong monthly income and capital appreciation, which sets it apart from similar ETFs. I am following up with a new article, as I am still very bullish on its future prospects and feel it is an interesting ETF for investors looking for a blend of capital appreciation and income in a falling rate environment.

Why I like GPIQ’s strategy and how it operates

GPIQ owns a broad portfolio of assets found within the Nasdaq 100 and then implements a dynamic covered call strategy to generate additional recurring income. In a market where there is no shortage of income focused ETFs, it’s important to understand the product and make sure that it fits your investment needs. GPIQ allocates at least 80% of its assets plus any borrowings into the companies that create the Nasdaq 100 and can purchase common stock, preferred stock, warrants, futures, forwards, ETFs, options, and other instruments. GPIQ has a dual focus of generating recurring monthly income while also producing capital appreciation, which is why I have gravitated toward it. The fund managers at Goldman Sachs (GS) aren’t obligated to maximize income, so they can also focus on scaling the options up or down when opportunities present themselves to create an environment where both objectives can flourish. This has allowed GPIQ to generate a return of 35.41% while producing 25.82% in income since October of 2023.

I happen to like GPIQ’s approach toward generating income because it leaves the upside partially uncapped. GPIQ has a unique approach with an overwrite strategy where GPIQ sells a call option to generate income with the flexibility to implement this on a variable process. GPIQ can only write call options between 25% and 75% of the value of the equity investments, which leaves a portion of the portfolio always uncapped, so no matter what ratio they choose, GPIQ will appreciate in a bullish environment. GPIQ can also utilize FLEX options, which are customized exchange-traded option contracts with the ability to offer additional terms regarding exercise prices and expiration dates. The Flex options also provide GPIQ with the ability to treat some of the income as return of capital. Over the long haul the composition of the option overlay strategy has allowed GPIQ to outpace the average annualized returns of the market while generating a double-digit yield.

From a pure income perspective, GPIQ has produced 24 distributions with an average monthly distribution of $0.42. GPIQ has a tight dispersion range, and at the current average, it would produce $4.99 of forward income, which is a distribution yield of 9.54% based on the current share price. As the Fed continues to cut rates, GPIQ’s distribution isn’t dependent on what the Fed does, so I believe more investors will gravitate toward its strategy. Whether the Fed Funds Rates have been high or low, GPIQ’s distribution has remained relatively flat, which is a testament to their dynamic overwrite strategy. Leaving a portion of the fund uncapped will allow the underlying investment to appreciate in value while the income strategy works its magic and continues to significantly exceed not just the risk-free rate of return but many other investments in the market.

When I compare GPIQ to other call option ETFs there is no doubt it’s becoming the King

I compared GPIQ to six other ETFs, which include the Invesco QQQ Trust (QQQ) and the SPDR S&P 500 ETF (SPY) as my baselines for the market. The peer group I selected for GPIQ consists of the Global X NASDAQ 100 Covered Call ETF (QYLD), NEOS NASDAQ-100(R) High Income ETF (QQQI), and the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) since the beginning of the year. I created a table below that shows how much appreciation each one has captured throughout 2025 and how much income they have generated. I utilize SPY and QQQ to create my baseline for the market and then see where the covered-call ETFs fall. GPIQ may not have generated the largest yield on a YTD basis, but the appreciation on the other side of its investment strategy has allowed it to have the largest total return from this peer group.

There are very specific reasons I am comparing GPIQ to QYLD, QQQI, and JEPQ. QYLD is the original covered-call ETF that has stayed true to its strategy and generates income by writing calls at or close to the money, which caps most of the upside potential. QQQI is an evolved strategy of QYLD that incorporates call spreads into its investment mix. QQQI will retain a portion of the premium it generates from writing calls to purchase out-of-the-money calls so it can participate in some of the upside. JEPQ utilizes its call option strategy through its equity-linked notes (ELNs) to generate income. These funds all focus on the Nasdaq-100, so it creates a good peer group.

QYLD’s strategy hasn’t held up well in 2025, as its actual ETF has declined by -4.5% in an environment where QQQ and SPY have appreciated by 19.40% and 15.57%. When the distribution is factored in, the total return is 7.13%. JEPQ, which is a top covered call ETF, is also underperforming, as the combination of its appreciation and yield has generated a total return of 12.06%. QQQI, which has implemented call spreads on QYLD’s strategy, has a large yield YTD of 12.6% while producing 3.13% in appreciation, leading to a total return of 15.73%, which is slightly above the total return from SPY. GPIQ has pulled away from the pack with a total return of 16.4%, which is comprised of a 9.63% yield and 6.77% of appreciation. GPIQ has allowed investors to have their cake and eat it too, and it’s outpacing SPY while slightly trailing QQQ.

Risks to investing in GPIQ

While I am bullish on GPIQ, investors should do their own due diligence, as there are risk factors to consider. GPIQ currently offers an appealing blend of income and growth, but it is going to move lockstep with QQQ. If we get an environment where there is a rotation out of technology, GPIQ’s strategy won’t provide much cover, and the share price will follow QQQ lower. GPIQ’s dynamic covered call approach has worked out well in 2025, but there is execution risk. If the managers misjudge volatility, it could cap more upside than intended and underperform previous results from an appreciation standpoint. If you’re looking for long-term appreciation, GPIQ is not created to replicate QQQ, so you could leave some upside on the table in a bull market. Please understand the investment and do your own research.

Conclusion

I am very bullish on GPIQ from a long-term perspective, as the managers have proven that they can produce on both sides of the investment case. The composition of GPIQ sets up well for investors who are looking to grow their capital to some degree while generating a monthly check that outpaces the risk-free rate of return. As the Fed continues to lower rates, GPIQ’s monthly distribution is unlikely to be impacted, which makes it a very interesting ETF going forward. I believe that the market is going to move higher over the next year, and if it does, GPIQ’s construction should allow income investors to participate in more upside than other covered-call ETFs while generating similar yields for a larger total return.

If you look at the chart, it’s a fair reflection of many shares, it’s pretty disappointing. You had to sit thru a lot of thin with very little thick but luckily this share pays a dividend.

If you look at the covid crash, anyone who sold and bought back when the yield was around 11.5% would be pretty pleased with their performance.

Without the benefit of hindsight there was no way of knowing how far the price would fall but if you liked the yield you may have made the trade.

Dividends included.

Even though the dividend hasn’t been increased you would have earned around115p in dividends and be on the road to achieving the holy grail of investing of having a share that sits in your account at zero, zilch, nothing and earns you income. You could have used the dividends to help pay your bills but if you had re-invested into your portfolio, you would be earning income on that also.

As stocks plunge, here’s Warren Buffett’s advice

Some US stocks have plunged in November, causing the wider stock market to wobble. Here’s what Warren Buffett does to prepare ahead of a potential crash.

Posted by Zaven Boyrazian, CFA❯

Published 15 November,

BRK.B

When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than you put in.

The content of this article is provided for information purposes only and is not intended to be, nor does it constitute, any form of personal advice. Investments in a currency other than sterling are exposed to currency exchange risk. Currency exchange rates are constantly changing, which may affect the value of the investment in sterling terms. You could lose money in sterling even if the stock price rises in the currency of origin. Stocks listed on overseas exchanges may be subject to additional dealing and exchange rate charges, and may have other tax implications, and may not provide the same, or any, regulatory protection as in the UK.

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services.

Since the start of 2025, Warren Buffett’s Berkshire Hathaway (NYSE:BRK.B) has actually underperformed against the S&P 500. But the same was true in 2021. And yet in the following years, Berkshire’s share price surged by almost 70% compared to the S&P’s 49.5% (including dividends).

Over the long term, Buffett’s strategic investments have vastly outperformed, particularly during times of economic and stock market turmoil. And we could be on the verge of entering another period of high volatility.

Since the latest earnings season kicked off, several Magnificent Seven stocks have taken a big hit. Meta saw its market-cap drop by over 17%, while Microsoft and Nvidia are both down near 10% in November so far.

Of course, not all leading businesses have stumbled, with Alphabet and Apple proving to be more resilient, and Amazon even jumping on its results. But overall, a growing number of stocks have plunged on their latest results.

Yet by making the right moves, phenomenal returns can potentially be unlocked. With that in mind, what advice does the ‘Oracle of Omaha’ have when investing during shaky market conditions?

1. Don’t panic

Buffett has repeatedly stated that the stock market transfers wealth from nervous to patient investors. Making emotionally-driven decisions during market downturns is a guaranteed way to lock in losses and potentially miss out on explosive long-term gains.

Instead, investors should remain focused on the underlying business and its fundamentals. Berkshire’s investment portfolio is filled exclusively with companies that have substantial competitive advantages, talented management, and ample long-term profit potential.

These sorts of companies rarely trade at attractive valuations. But that can quickly change during a market correction or crash. And as such, instead of panic-selling like everyone else, Buffett and his team often start buying.

We’ve seen this first-hand in 2020 when the billionaire started snapping up shares in Apple, American Express, Chevron, and Occidental Petroleum, among others.

2. Have some cash on the sidelines

When markets start getting frothy, Buffett has always built a cash position on Berkshire Hathaway’s balance sheet. And as of 2025, that’s risen to a jaw-dropping $382bn.

It’s clear Buffett’s following his own advice and preparing to capitalise on bargains that could materialise if the stock market decides to throw a tantrum.

Could this have already started? It’s certainly possible. And we’ve even seen some famous short sellers like Michael Burry (who successfully predicted the 2008 financial crisis) start placing enormous bets against stocks like Nvidia.

Yet, Buffett’s always cautioned against timing the market. Instead, he’s often advocated for holding on to high-quality stocks even during the volatility. Why? Because accurately predicting a stock market crash is almost impossible. And in most cases, simply holding on to top-notch stocks generates the best results.

That’s why, despite seemingly growing cautious and trimming some of his positions, Berkshire Hathaway still has hundreds of billions invested in US stocks.

Therefore, when following Buffett’s example, the best move right now could be to build a bit of cash and hunt for the best businesses to invest in. Even if the valuation’s too high to buy today, a potential stock market correction could quickly change that. And it’s the investors who are prepared that can unlock the most wealth in the long run.

REITs might be big winners in the upcoming UK Budget — here’s what to look for

If income tax thresholds stay fixed, Stephen Wright thinks REITs could be set for a big boost on 26 November — Budget day.

Posted by Stephen Wright

Published 15 November,

GRI

When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than you put in.

The content of this article is provided for information purposes only and is not intended to be, nor does it constitute, any form of personal advice. Investments in a currency other than sterling are exposed to currency exchange risk. Currency exchange rates are constantly changing, which may affect the value of the investment in sterling terms. You could lose money in sterling even if the stock price rises in the currency of origin. Stocks listed on overseas exchanges may be subject to additional dealing and exchange rate charges, and may have other tax implications, and may not provide the same, or any, regulatory protection as in the UK.

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services.

I think there’s a strong chance that real estate investment trusts (REITs) could get a big boost from the upcoming UK Budget. So this might be a good time to consider buying them.

The details of the Budget will be revealed on 26 November. And while there’s a lot that’s uncertain, investors should be thinking now about changes that could be on the way. 

Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.

What are REITs?

REITs are companies that own and lease real estate in the form of houses, offices, warehouses, or just about any kind of property. And they have a unique tax-advantaged status.

Unlike other companies, REITs don’t pay any tax on their income. But they have to return 90% of what they make to investors in the form of dividends.

This makes them very efficient income sources. Where buy-to-let investors have to pay tax on their rental income, REITs can distribute cash to shareholders without having to do this.

Furthermore, savvy REIT investors can use a Stocks and Shares ISA or a SIPP to protect themselves from dividend tax. This is a big benefit – and it might be about to get bigger…

Tax brackets

The Chancellor had been rumoured to be considering increasing income tax. But while that’s been ruled out, a freeze on tax thresholds now seems more likely.

That means people stand to pay more tax as their income increases. And it affects landlords, who pay tax on their rental income.

REIT investors who invest using an ISA or a SIPP, by contrast, are set to be unaffected. And that could make REITs even more attractive to investors than buy-to-let properties. 

If this happens, REITs across the board could get a boost. So now might be the time for investors to have a serious look at the passive income opportunities on offer.

London housing 

One name that I think is particularly interesting is Grainger (LSE:GRI). The firm only became a REIT a couple of months ago, but it has a really interesting portfolio of houses.

Around half of the firm’s properties are located in London. As a result, it benefits from strong demand and there’s not much available space for building, so supply is naturally limited.

One potential risk is the possibility of future changes in rental legislation creating costs and weighing on returns. But it’s worth noting this is also an issue for buy-to-let investors.

At least with Grainger, investors get a management team to deal with this for them. And with roughly 4,500 more properties in the pipeline, the portfolio looks set to grow. 

Long-term thinking

Investors should be thinking about how the upcoming UK Budget might reshape their portfolios. And that includes the rental market and income-generating property investments.

The point isn’t just to be one step ahead of a potential boost in share prices. It’s to be own assets that have better long-term prospects.

If income tax thresholds staying fixed pushes up the amount of tax landlords pay on their rental income, this could benefit the owners of REITs over buy-to-let properties. And it’s being reported as a serious possibility.

As a result, I think investors should take a look at the opportunities in the REIT sector in the UK right now. And Grainger is a new name that’s worth serious attention.

The Market’s a Ripoff Right Now, But These 4 High Yielders Aren’t

Brett Owens, Chief Investment Strategist
Updated: November 14, 2025

Will the stock market finish the year higher or lower?

Who cares?!

Paying attention to “the market” is a hopeless effort in 2025. The explosion of AI implementation plus the policies from Trump 2.0 are creating winners and losers in the economy.

So why buy a basket when we can cherry pick the undervalued front runners?

Even better? Some are cheap! As I write, four big dividend payers (dishing divvies between 5% and 6%) are trading at bargain-basement valuations. Let’s start with the most established of the four-pack, trading for less than its annual sales…Contrarian Outlook

AI’s explosive growth is lighting up an overlooked corner of the market and one quietly paying nearly 8% a year

Why Your Friends Are Losing $2,300 on Every $10K They Invest in Stocks

Every market wobble tempts investors to sell first and think later – and it’s a habit that can quietly drain thousands from long-term returns.

The data proves it: over a decade, fear-based trading carved a full percentage point off the average portfolio’s performance. Yet for disciplined investors collecting rich monthly checks from high-yield funds, these selloffs can be golden entry points instead of warning signs.

That’s especially true now, as market jitters push reliable 8%+ payers to rare double-digit discounts.

The Market’s a Ripoff Right Now, But These 4 High Yielders Aren’t

Trying to guess where the market ends the year is pointless in an economy being rewired by AI and the new policy landscape.

DISCLAIMER:

Nothing in ContrarianOutlook.com is intended to be advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, sponsors, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc., its subsidiaries, partners, officers, employees, affiliates, agents or sponsors be held liable for any loss or damage caused by your reliance on information obtained.

Contrarian Outlook is owned and operated by BNK Invest Inc.

Sonoco Products (SON)
Dividend Yield: 5.2%

Sonoco Products (SON) is a packaging dinosaur turned value play. This 126-year-old firm is cheap at 6.5-times earnings, has a 42-year raise streak rolling and is still unloved after a messy Eviosys deal ruffled Wall Street’s feathers.

The business itself is beautifully boring. Sonoco is a global packaging company that produces both consumer packaging (rigid paper products, steel containers, plastic containers and the like) and industrial packaging (paperboard tubes, protective packaging, recycled paperboards). It also deals in displays and packaging supply-chain services. And thanks to last year’s acquisition of Eviosys, it’s now the world’s largest metal food can and aerosol packaging manufacturer.

Sonoco yields 5% right now, and the stock is cheap by just about any measure we could want, including forward price-to-earnings (P/E, 6.5), price-to-sales (P/S, 0.7), price-to-cash-flow (P/CF, 7.0) and price/earnings-to-growth (PEG, 0.7) thanks to a sharp pullback:

Sonoco’s Dividend Magnet is Due

Sonoco’s shares have taken several hits over the past couple years, including initial skepticism over the Eviosys deal and high costs and slack demand—the latter two of which contributed to a recent quarterly miss and lowered full-year guidance. Tariffs have also hampered the company more than many expected.

Still, expectations for both the top and bottom lines are pointed in the right direction, and Sonoco boasts a streak of 42 consecutive increases to its dividend (on an annual basis).

International Paper (IP)
Dividend Yield: 4.9%

Another paper giant trading at pulp-level prices, International Paper (IP) fetches just six-times cash flow, pays a 5% yield and is hated enough to be a contrarian setup. IP produces and sells linerboard, whitetop, and saturating kraft paper, among other packaging products. It’s also a major player in pulp, which is used in a variety of personal-care products, construction materials, paints and more.

IP has suffered similar issues to Sonoco—namely, higher input costs, softer demand, and tariffs. Continued economic uncertainty also doesn’t bode well for the company’s near-term prospects.

Those headwinds forced International Paper to lower guidance for 2025 and 2026; “Macro conditions in North America and EMEA [Europe, Middle East and Africa] continue to be challenging,” CEO Andy Silvernail said in the post-earnings call.

A big dip has IP trading at just 6 times cash flows and a PEG of 0.26, not to mention it has raised its payout to nearly 5%. But that’s the only thing bringing up its yield.

International Paper’s Dividend Has Been Flat for Years

Amcor (AMCR)
Dividend Yield: 6.2%

Amcor (AMCR) is a 41-year dividend grower hiding in plain sight. Its own merger hangover has the stock cheap while its payout has climbed past 6%.

Amcor makes a number of food-related packaging products, including high-barrier paperboard trays for beef and meats, glass dressing bottles, overwrap for home and personal care. Its products are also used in garden and outdoor products, agriculture, pet care, healthcare, even building and construction.

It’s a Dividend Aristocrat with 41 years of dividend growth under its belt. It’s a low-volatility stock, too, with a beta of 0.7 (a beta of less than 1 is considered less volatile than a benchmark; in this case, the S&P 500). And its value metrics are decent to downright attractive, including a P/CF of about 6, forward P/E under 11, and a PEG just slightly below 1. And it now trades at a yield north of 6%.

Every one of those metrics is better than when we checked in over the summer.

Amcor has delivered a pair of reports since then, including a lousy final quarter of its fiscal 2025 that showed the company is leaning heavily on synergies from its merger with Berry Corp. to help offset weakness in its legacy divisions, and a lackluster Q1 for its fiscal 2026 in which it met earnings estimates but continued to struggle with weak volumes.

And unlike many other Aristocrats, its stock price has become somewhat untethered from its dividend growth.

Consistent Dividend Growth, But Inconsistent Stock Movement

Bristol-Myers Squibb (BMY)
Dividend Yield: 5.2%

Bristol-Myers Squibb (BMY, 5.2% yield) is big pharma with a small multiple! It trades under eight-times earnings and pays 5.2% while Wall Street frets over patent cliffs. BMY however boasts a deep stable of more than 30 products that includes cancer treatments Revlimid and Opdivo, and the anticoagulant Eliquis.

Recently we discussed BMY as one of a few health care stocks that still had a pulse amid a weak year for the sector. The company has since reported an upbeat quarter on the back of strong results for Reblozyl (for anemia due to lower-risk myelodysplastic syndromes) and Camzyos (for symptomatic obstructive hypertrophic cardiomyopathy).

Bristol-Myers’ Dividend Magnet Has Powered Down, Too

Partnerships with BioNTech (BNTX) and Bain Capital (BCSF), plus potential blockbuster Opdivo Qvantiq can help soften the blow when Opdivo’s key patent expires in 2028. BMY “pipeline believers” can receive a 5.2% divvie while they wait for this cheap (P/E 8) stock to roll out new pills.

One High-Yield Stock (5.77%) And One Dividend Growth Pick (10.35% CAGR) For Our Dividend Portfolio

Nov. 13, 2025 ET MSFT, VICI, BRK.A, BRK.B, ARCC, GOOG, GOOGL, BLK

Frederik Mueller

Summary

• I added Microsoft (MSFT) and VICI Properties (VICI) to the Dividend Income Accelerator Portfolio, boosting sector diversification and dividend growth potential.
• MSFT is overweighted due to its strong competitive edge, robust profitability metrics, and high dividend growth potential, justifying its premium valuation.
• VICI offers an attractive forward dividend yield and consistent dividend growth, making it suitable for both income and dividend growth investors.
• Portfolio adjustments improved risk-reward balance, increased exposure to Information Technology and Real Estate, and maintained a strong blend of yield and growth.

The acquisition of additional shares of Microsoft (NASDAQ:MSFT) and VICI Properties (NYSE:VICI) helps improve our dividend portfolio’s balance of income and dividend growth potential while increasing the proportion of our portfolio that is allocated to the Information Technology and the Real Estate Sector.

While VICI Properties pays investors currently a Dividend Yield [FWD] of 5.77%, Microsoft has strong dividend growth potential, underlined by its 10-Year Dividend Growth Rate [CAGR] of 10.35%.

Through our latest portfolio additions, we have increased the proportion that is allocated to Microsoft from 1.14% to 2.58% and to VICI Properties from 0.83% to 2.38%.

The proportion that is allocated to the Information Technology Sector has been increased from 5.76% to 7.25% and the proportion allocated to the Real Estate Sector has been raised from 8.10% to 9.53%.

After our latest additions, the Weighted Average Dividend Yield [TTM] and 5-Year Weighted Average Dividend Growth Rate [CAGR] stand at 4.14% and 7.46%, respectively.

Why I added additional shares of Microsoft to The Dividend Income Accelerator Portfolio

As I explained in greater detail in my previous article on Seeking Alpha, I suggest overweighting both Alphabet and Microsoft in a diversified dividend portfolio that focuses on dividend growth.

With a proportion of 3.34% on the overall portfolio, Alphabet is already among the three largest positions of The Dividend Income Accelerator Portfolio.

Through the acquisition of additional shares of Microsoft to our dividend portfolio, we have increased the company’s proportion from 1.14% to 2.58%.

Microsoft strongly aligns with the investment approach of our dividend portfolio due to the company’s competitive edge over competitors, its strong dividend growth potential, and its attractive risk-reward profile.

Microsoft in terms of Valuation

Microsoft currently has a P/E [FWD] Ratio of 32.41. This means that Microsoft’s current P/E [FWD] Ratio is 4.41% above the Sector Median and 1.76% above the company’s 5-Year Average, indicating a fair Valuation.

However, from my point of view, Microsoft deserves a Premium Valuation, given the company’s significant competitive advantages, the company’s broad product portfolio, and its high growth rates (EBIT Growth Rate [YoY] of 17.45%).

Microsoft in terms of Profitability

Microsoft’s A+ rating in terms of Profitability Grade is underlined by the company’s Return on Equity [TTM] of 33.28%, which is significantly above the Sector Median of 5.42%, its Return on Total Capital of 19.55%, which is well above the Sector Median of 3.81%, and its Gross Profit Margin [TTM] of 68.82%, which stands significantly above the Sector Median of 49.65%.

Microsoft’s strong dividend growth potential

Microsoft currently has a Dividend Payout Ratio [FY1] [Non GAAP] of 22.56%, which serves as an indicator of the company’s strong dividend growth potential. This is also underlined by Microsoft’s 10-Year Dividend Growth Rate [CAGR] of 10.35%.

Additionally, it can be mentioned Microsoft’s EPS Diluted Growth Rate [FWD] of 15.55%, which is another indicator of Microsoft’s potential to raise the dividend in the future.

Furthermore, it can be highlighted Microsoft’s EBIT Growth Rate [FWD] of 15.72%, which further strengthens my belief that Microsoft can strongly contribute to our dividend portfolio’s future dividend growth potential.

Why I added additional shares of VICI Properties to The Dividend Income Accelerator Portfolio

Through the acquisition of additional shares of VICI Properties for The Dividend Income Accelerator Portfolio, we have increased the company’s proportion on the overall portfolio from 0.83% to 2.38%.

With a current Dividend Yield [FWD] of 5.77% and the company’s 5-Year Dividend Growth Rate [CAGR] of 7.41%, VICI Properties not only offers investors attractive dividend income potential, but also significant potential to increase this dividend income year over year.

VICI Properties’ Dividend Income Potential

Below you can find Consensus Dividend Estimates for VICI Properties. For 2025, the Consensus Yield stands at 5.66%, for 2026 at 5.83%, and for 2027, at 6.00%, underlining my theory that VICI Properties can be an adequate investment choice for both investors looking for dividend income and for dividend growth.

The largest positions of The Dividend Income Accelerator Portfolio after adding Microsoft and VICI Properties

Berkshire Hathaway

After adding additional shares of Microsoft and VICI Properties to our dividend portfolio, the portfolio proportion that is allocated to Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) has decreased from previously 4.98% to now 4.96%. Despite the fact that Berkshire Hathaway does not pay dividends to its shareholders, the company collects large amounts of dividends and strongly aligns with the investment approach of our investment portfolio due to its focus on companies with significant competitive advantages that are financially healthy.

Alphabet

Alphabet’s (NASDAQ:GOOG) (NASDAQ:GOOGL) proportion of the overall portfolio has increased to 3.34%. This means that Alphabet is presently the second-largest position of our dividend portfolio. Like Microsoft, Alphabet will significantly contribute to our portfolio’s dividend growth potential.

Ares Capital

Through the acquisition of additional shares of Microsoft and VICI Properties, the proportion of our investment portfolio that is allocated to Ares Capital (NASDAQ:ARCC) has decreased from 3.26% to 3.22%. This means that Ares Capital remains the third-largest position of our dividend portfolio.

BlackRock

After adding shares of Microsoft and VICI Properties to our dividend portfolio, the portfolio’s proportion that is allocated to BlackRock (NYSE:BLK) has decreased from 3.09% to 2.89%, implying that BlackRock is presently the fourth largest position of our overall portfolio.

Microsoft

After adding additional shares of Microsoft to our dividend portfolio, we have increased the company’s proportion compared to the overall portfolio from 1.14% to 2.58%. By overweighting Microsoft within our portfolio, we optimize the portfolio’s risk-reward profile and strengthen its dividend growth potential.

Conclusion

By adding additional shares of Microsoft and VICI Properties to our dividend portfolio, we have not only optimized our portfolio’s risk-reward profile, but also kept our portfolio balance of income and dividend growth while, simultaneously, increasing the proportion allocated to the Information Technology and the Real Estate Sector.

The portfolio proportion allocated to the Information Technology Sector has increased from 5.76% to 7.25% and the proportion allocated to the Real Estate Sector has increased from 8.10% to 9.53%. This demonstrates that we have increased our portfolio’s level of sector diversification, thereby reducing our portfolio’s risk level and improving our portfolio’s risk-reward profile.

Our portfolio’s Weighted Average Dividend Yield [TTM] now stands at 4.14% while its 5-Year Weighted Average Dividend Growth Rate [CAGR] is at 7.46%, indicating that our portfolio continues to balance income, dividend growth, and capital appreciation, allowing investors to invest with a reduced risk-level while generating substantial dividend income.

You decided to buy an IT and stick with it thru thick and thin, knowing that there will be plenty of thin. During the thin periods you are getting more shares for your hard earned and therefore one day more dividends.

Your plan was to re-invest the dividends back into the share better if you could add more fuel to the fire but this example is for seed capital only.

If you started with 5k a hefty sum back in the days of yore, your 5k would be worth 50k, you have to allow for inflation and the current yield is 5%.

£2,500 p.a. a yield on your initial investment of 50%.

Or you may have chosen CTY or bought both as you wanted to sleep soundly in your bed.

Your investment would be worth 35k and the current yield is 4%.

£1,400 p.a. a yield on your initial investment of 28%.

Or you may have chosen LWDB

Your investment would be worth 55k and the current yield is 3.2%

£1,760 p.a. a yield on your initial investment of 32%.

All figures approximations only as prices change constantly.