I present a 20-stock model retirement portfolio targeting a balanced 5.6% yield, emphasizing both income and dividend growth. My approach avoids "sucker yields" by focusing on quality, sustainable payouts rather than chasing unsustainable high-yield stocks. The portfolio is diversified across BDCs, REITs, energy, and growth names, with allocations reflecting risk, yield, and income stability.
Agree Realty and Build-A-Bear Workshop are high-quality, long-term holdings but currently trade at or above fair value. I target ADC as a nibble under $70, a buy under $65, and a strong buy under $60, emphasizing margin of safety. BBW is attractive for nibbling under $55, buying under $50, and loading up under $45, given its growth and debt-free balance sheet.
ExxonMobil has increased its dividend payment for 43 years in a row. Agree Realty has grown its dividend at a 5.3% compound annual rate over the last 10 years.
Agree Realty Corporation offers a high-quality, diversified net lease retail REIT portfolio, with peer-leading investment-grade tenant concentration and robust lease terms. ADC trades below intrinsic value, supported by ramped-up investment guidance and solid AFFO growth, despite overall weakness in the macro environment. Financial strength is underpinned by low leverage, no significant debt ma...
Agree Realty Corporation stands out as an A-tier triple-net REIT with a high-quality, investment-grade tenant base and recession-resistant sector exposure. ADC's portfolio emphasizes omnichannel retail tenants and avoids private equity-sponsored retailers, enhancing long-term cash flow predictability and reducing risk. With a low 5-year beta of 0.54 and total debt to enterprise value at 29%, AD...
Agree Realty is a net lease REIT that I sleep well at night owning in my dividend growth stock portfolio. The company has plenty of opportunities to drive mid-single-digit annual AFFO per share growth in the years ahead. Agree Realty's debt maturity schedule is advantageously staggered, and the company is leveraging its robust credit rating to secure debt at cheap terms.
Alexandria's recent dividend cut came as a surprise to many of us. I expect many more bad surprises in 2026. Avoid these REITs to protect your portfolio.
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