Pulled the trigger on selling my SFL. My main concerns are growth and exposure to FRO. I certainly don't see the dividend increasing this year.
Does anyone have any non-refiner, non-mReit ideas for tax deferred accounts? My main holdings now are
AGNC, AAPL, TAL, KMI, DLR, SDRL, INTC, LNCO. I have thought of doubling down on SDRL & TAL during the next pull back. I like T a lot but it seems expensive to right now. I would like to find some good dividend growers yielding 4% or more or medium dividend yield growers of 6% or more.
If you're looking for something a little off the beaten path, try business development companies. they're particularly hard to understand because much of the businesses they're involved with are privately held so no financial data is available to us. But in a good economy, they generally do quite well and pay a good dividend. My personal choice is to own FGB, a closed end fund holding a basket of business development companies (and a few REITS). Currently selling at par and using only 17% leverage it pays about 7% yield.