My Ultimate Buy-The-Dip Picks For 10-12% Income
These two income plays just fell hard, but the fundamentals didn't. They have double-digit yields, deep discounts, and balance sheet firepower. It's the kind of setup long-term income investors often wait years for.
BIZD Vs. PBDC: Why Active Credit Selection Is Crucial For Total Return In 2026
PBDC and BIZD both face headwinds from Fed rate cuts, leading to a 'Hold' rating for each. The SOFR cut has already begun to hit NII income, making asset selection critical. Real fees (0.4%–0.75%) are much lower than the "paper" 13%.
Turn Volatility Into Opportunity With Dividends - Yields +9%
Financial markets will always fear something or another; If you react to every concern, there won't be anything to invest in. We are opportunistic buyers in the face of irrational fears. We discuss our top bargain picks from discounted sectors, with yields of up to 11%.
BIZD: Suboptimal Way For Retirees To Make Their First Step Into BDCs
The VanEck BDC Income ETF is a concentrated, market-cap-weighted BDC ETF, not a truly diversified vehicle. BIZD's top holdings dominate exposure, lacking quality, yield, or historical track record filters, raising dividend sustainability concerns. Forthcoming interest rate cuts and weak dividend coverage in BIZD's largest positions signal likely declines in future income streams.
BIZD: Weaker Appeal Amid Struggling BDC Sector (Rating Downgrade)
VanEck BDC Income ETF is downgraded to hold, reflecting sector-wide BDC challenges rather than fund-specific issues. BIZD offers instant BDC diversification and a high 11.9% dividend yield but is highly concentrated in its top three holdings. Persistent sector headwinds, including elevated interest rates and declining NAV, threaten BIZD's dividend sustainability and near-term total return.
BIZD: Private Credit Takes On Major Challenges
BIZD is the focus, offering broad exposure to business development companies in the high-yield private credit sector. Recent bankruptcies of First Brands and Tricolor have heightened investor scrutiny, but these events are not considered systemic threats to BIZD. Credit spreads in BIZD already price in expected bankruptcies, and the fund remains attractive for income-focused investors at discounted levels.
Dividend Aristocrats Vs. High Yielders: Which Are Better For Long-Term Investors?
High-yielding stocks get a lot of attention. But a lot of them have underperformed over the long run. Which are better? High yielders or dividend growth stocks?
Private Credit ETFs: Takeaways From ALTSTX
After years of researching equities, my research has started trending toward alternatives — including crypto, commodities, and private markets. It is not that equities have gone out of favor.
BIZD: The "Great Income" ETF And A Hidden Paradox
BIZD remains, in my opinion, an appealing solution as a satellite for an income-oriented portfolio, considering a yield above 10%. To access the BDCs market, I still believe that BIZD remains a competitive solution, better than stock picking. Today it trades at a P/NAV ratio that is attractive compared to the average, as demonstrated by the analysis of ARCC and OBDC.
Fearful About BDCs? Be Greedy
Many investors have become fearful of BDCs. The sector wide 22% discount to NAV is proof of that. Yet, very recently I have been adding more to my positions.
Bottom Fishing BDCs? This Is What You Have To Know
The BDC sector has been hammered. The discounts have become deep almost across the board. The question is whether to enter now, or is the risk still too high that it will end up being a 'catching a falling knife' moment?
Worried About BDCs? These 2 Are There To Offer Sustainable Yields
BDCs are in trouble. It is not only interest rates but also other factors such as tight dividend coverage levels, debt-saturated balance sheets, and spread compression that introduce risks. In my view, many BDCs will very likely cut dividends and burn NAV. In the article, I elaborate on two BDCs, which are headed in the opposite (positive) direction.
