DUKB News and Press, Duke Energy Corporation 5.625% Junior Subordinated Debentures due 2078 From 04/10/23

2023-04-10 06:37:05 ET Summary My Q1 FY 2023 total returns was +18.8% vs. +2.8% for the Russell 2000. One of my top Buy and Hold positions, TravelCenters of America, was bought out by BP p.l.c., and this was a big positive driver of the outperformance. I discuss the Second Win...

2023-04-06 01:26:59 ET Summary In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing. This article summ...

2023-04-03 04:12:14 ET Summary My portfolio, built specifically for my retirement ~20 years from now, features growth, dividends, and risk stocks for a happy retirement. Great performances by Bitcoin, AMD, and Meta propelled my portfolio to all-time highs and market-beating return...

2023-04-01 05:17:00 ET Summary Most readers follow my work for the extensive writing I have done referencing my aggressive growth portfolio. However, the vast majority of my net worth is held in my all-weather portfolio. In this article, I would like to draw back the curtain on my...

2023-03-20 23:33:02 ET Summary Utility stocks have sold off since August, as rising interest rates have given investors alternatives for income. Many stocks in the sector are now trading at double-digit discounts to historical valuations. XLU is a convenient and effective way ...

2023-03-17 16:36:00 ET Summary Gas utilities are undervalued by 7% relative to 11-year averages. Water utilities are overvalued by 20% regarding the same metrics. Vanguard Utilities ETF: an alternative to XLU. 10 utilities stocks cheaper than their peers in March. ...

2023-03-11 09:08:52 ET Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. Introduction The D...

2023-03-04 09:00:00 ET Summary John's retirement accounts generated a total of $2,176.19 of dividend income for January 2023 vs. $1,904.00 of dividend income for January 2022. John's Traditional IRA had a balance of $372.2K as of January 31, 2023, vs. $361.3K on January 31, 2022. ...

Summary My portfolio, built specifically for my retirement ~20+ years from now, features growth, dividends, and risk stocks for a happy retirement. Great performances by Meta and Tesla helped fuel another market beat in 2023 for me in February even disregarding depositing my 2022 IRA co...

Summary Franklin U.S. Low Volatility High Dividend Index ETF has a 3% yield and a strategy to limit risks. Almost 45% of its asset value is in utilities and consumer staples. Valuation and quality metrics are better than the benchmark. Return since 2016 is underwhelming, but the...