JRE - Income Opportunities: Offsetting Low Yields In A Portfolio

• With broad market indexes and income sectors like REITs and utilities hovering near all-time highs, the yields for many equity income investments are noticeably lower now than in the past.
• This note briefly discusses the income challenge facing investors and how allocations to midstream/MLPs or closed-end funds can help offset lower yields elsewhere in an income portfolio.
• In addition to enhancing yield, midstream/MLPs can provide other portfolio benefits, including real asset exposure and diversification given MLPs’ exclusion from broad market indexes.

For further details see: