Growth And Value: I Am Collecting Big Income
Growth investments have been all the rage, but Value investments have a phenomenal track record that many overlook. Dividend investments are overwhelmingly value-focused. You can leverage the skills of others to outperform the market.
BST: I Think It's Time To Start Adding To This High-Yielding CEF Again
BST's recent 13% decline presents a buying opportunity due to its strong fundamentals and trading at a discount to NAV. Despite market volatility, BST's focus on technology and innovation-driven companies offers long-term growth potential and a nearly 9% yield. BST's income strategy, leveraging call options, provides a cushion against market downturns and enhances total return prospects.
Dividend Harvesting Portfolio Week 208: $20,800 Allocated, $2,017.65 In Projected Dividends
Despite market volatility and economic concerns, my Dividend Harvesting Portfolio only declined by 0.79%, showcasing the effectiveness of my diversification strategy. I focused on undervalued REITs like VICI Properties, NNN REIT, and Rithm Capital, which I believe offer strong long-term growth and stability. The portfolio generated $20.49 in dividend income this week, increasing the forward projected annualized dividend income to $2,017.65.
BST: 7.5%+ Yield, 5% Discount On Tech
BlackRock Science and Technology Trust offers a ~7.5% yield through covered call options, focusing on U.S. and non-U.S. science and technology equities. BST's assets grew to $1.4B, with a stable expense ratio of 1.09%, and a 5-year dividend growth rate of nearly 19%. BST's tech-heavy portfolio poses risks in rising interest rate environments, impacting its share price and performance.
Dividend Harvesting Portfolio Week 207: $20,700 Allocated, $2,010.09 In Projected Dividends
The S&P 500 is up 3.96% YTD, and I predict it could reach 7,000 by the end of 2025. The Dividend Harvesting Portfolio reached a new milestone with a 28.65% ROI, generating $2,010.09 in forward annualized dividend income. I added to positions in Pfizer, Starwood Property Trust, and Reaves Utility Income Trust, focusing on undervalued stocks with strong dividend yields.
BST: Collecting Income From Tech At An Attractive Valuation
BST offers a 7.9% dividend yield, trading at a 4.58% discount to NAV, with significant tech exposure and an OTM option strategy for income. The fund's performance is hindered by its income-focused strategy, underperforming traditional tech indexes like QQQ, despite strong holdings in NVIDIA, Microsoft, and Apple. Interest rate cuts are delayed, impacting BST's growth potential, but the current discount and dividend sustainability make it an attractive buy.
BST: High Yield Plus Tech Exposure
BlackRock Science and Technology Trust is a top choice for tech investors seeking sector exposure, benefiting from AI spending. BST's concentrated investments in Nvidia, Microsoft, and Apple, representing 30% of its portfolio, capitalize on AI growth, with a 15.5% annual NAV return since inception. Trading at a discount to NAV, BST represents a buying opportunity, especially given its historical performance and focus on high-growth semiconductor and tech sectors.
BST: An Attractively Valued Technology Play (Rating Upgrade)
STK has historically outperformed BST, but BST currently offers better value based on discount/premium valuation metrics. Both funds employ a covered call strategy, with STK's semiconductor exposure driving performance, as they had held heavier allocations to this sub-sector. BlackRock Science and Technology Trust has seen its discount widen out, and that makes it a relatively more attractive investment option at this time in the tech space.
BST: 8% Tech Yield
BlackRock Science and Technology Trust offers an attractive 8% dividend yield by selling investments periodically and by using option strategies. BST primarily invests in tech companies, with significant exposure to semiconductors, software, and tech hardware, providing high-tech sector returns. Managed by BlackRock, BST offers income investors a high dividend yield compared to low-yield tech ETFs like Invesco QQQ Trust (QQQ).
Dividend Harvesting Portfolio Week 199: $19,900 Allocated, $1,908.79 In Projected Dividends
Despite recent declines, the Dividend Harvesting Portfolio remains profitable, generating $1,908.79 in forward dividend income with a 23.38% return on invested capital. I believe the Fed's rate cuts are misplaced, and lower rates are needed to reduce housing costs and further curb inflation. I am bullish on 2025, expecting the portfolio to generate between $2,500-3,000 in dividend income, driven by reinvestments and weekly allocations.
BST Trades At A -7.72% Discount To NAV And Yields Around 8%
The BlackRock Science and Technology Trust (BST) offers an 8% yield, trading at a -7.72% discount to NAV, and is poised for capital appreciation. With interest rates declining and a pro-business administration, 2025 is expected to continue 2024's bullish trend, benefiting BST's underlying holdings. Despite BST's underperformance compared to the S&P 500, its lucrative distribution and exposure to big tech make it attractive for hybrid investors seeking income and growth.
BST: Tech Plus Dividend Income Is An Oxymoron
BST's dual mandate of growth and income via covered call writing and a managed distribution plan has led to underperformance, lagging the NASDAQ by 9% YTD. The fund's 8% "dividend yield" is misleading, as it relies on option writing and capital returns, limiting upside and hindering long-term growth. Portfolio changes show increased concentration and a significant rise in Nvidia's weight, highlighting active management's inconsistency compared to passive index trackers.
