Income Security

Obtaining meaningful income from investment capital is challenging.  First, operational risk is large in equity investments (Ycharts).  Secondly, interest rate risk is huge (Peter Brandt).

Over extended periods of time, yield on cost is a powerful concept:  Dividend OpportunitiesAre High-Yield Stocks in Bubble Territory?  Joseph Paul

Dividend growth investing continues to be a meme.  Why Yum Stock Gets the Benefit of a Doubt, and McDonald’s Doesn’t at Ycharts3 Stocks Yielding More than 5% That Recently Raised their Dividends at Dividend Growth.

Mortgage REITS have been quite popular:  Inside InvestingMortgage REITs pressured from both sides (Sober Look and NLY).  Yet banks are set to prosper in their stead?  Daily Wealth

MLP’s:  RBN Energy.

Important stuff:  5 Things I Learned About Dividends From PIMCO at the Reformed Broker.