Enbridge

Williams

ONEOK

Kinder Morgan

TC Energy

Cheniere Energy

DT Midstream

Targa Resources

Pembina Pipeline

Antero Midstream Partners

Global X MLP & Energy Infrastructure ETF

MLPX tracks an index of MLPs and companies engaged in energy infrastructure. The ETF is structured as an open-ended fund.

Apple

American Tower

VanEck Vectors BDC Income ETF

Crown Castle International

Canadian Natural Resources

Devon Energy

Diamondback Energy

Microsoft

Newmont Mining

NVIDIA

Realty Income Corp

Prologis

Palantir Technologies

Invesco QQQ

Schwab US Dividend Equity ETF

SPDR S&P 500 ETF Trust

Taiwan Semiconductor Manufacturing

Vanguard Real Estate ETF

W. P. Carey

Energy Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

SPDR S&P Metals & Mining ETF

AI stocks have dominated the market in 2024, dragging the S&P 500 higher with them. I think the market may get turned upside down in 2025. I share why and also share some of my top picks for the new year.

Why The Market May Get Turned Upside Down In 2025

Alerian MLP ETF

Ares Capital

Blackstone Secured Lending Fund

Delek Logistics Partners

Energy Transfer LP Unit

Goldman Sachs BDC

Main Street Capital

Oaktree Specialty Lending

Big dividend stocks are on a big holiday sale this Christmas season. Even in some of the most in-favor sectors of the high-yield space, bargains can still be found. I share some well-covered 11-14% dividend yields that can be found on the bargain rack.

11-14% Yields: Give Yourself The Gift Of Dividends For Christmas

The Global X MLP & Energy Infrastructure ETF offers high income potential through investments in midstream infrastructure assets. Although President Trump may try to boost oil production, his policies are unlikely to succeed amidst stagnant global oil demand. Investors also need to be mindful of his tariff plans. With sector valuations near full value, I do not see much upside in midstream assets and rate the MLPX as a hold.

MLPX: Understanding Opportunities And Risk With Trump

Alexandria Real Estate Equities

Artesian Resources

Broadcom

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Bitwise Crypto Innovators ETF

Coinbase

EastGroup Properties

Goldman Sachs

Hannon Armstrong Sustainable Infrastructure Capital

iShares U.S. Broker-Dealers & Securities Exchanges ETF

SPDR S&P Insurance ETF

SPDR S&P Regional Banking ETF

Gladstone Land

Morgan Stanley

Rexford Industrial Realty

Some stock sectors exhibit dangerous euphoria, reminiscent of Icarus flying too close to the sun, risking a significant correction. Post-election optimism has inflated valuations in midstream energy, regional banks, investment banks, and insurance companies, raising concerns about sustainability. The threat of mass deportations could impact agricultural REITs like Gladstone Land, affecting labor supply and lease structures.

7 Stocks I'm Buying In Defiance Of Post-Election Euphoria

Constellation Energy Corp

Chevron

Enterprise Products Partners

Global X MLP ETF

MPLX

Occidental Petroleum

Plains All American Pipeline

Plains GP Hlds

Vistra Energy

Western Gas Partners

Exxon Mobil

My favorite sector has performed extremely well in recent years. However, despite the incredible run it has been on, I think now is the best time yet to buy it. I share why and some of my top picks of the moment in the sector.

The Higher They Soar, The More I Buy

American Homes 4 Rent

Brookfield Asset Management

Comcast

iShares Core High Dividend ETF

Permian Resources Corp

Trinity Capital

Vanguard High Dividend Yield ETF

Verizon

I emphasize refocusing on my core competency in real estate and diversifying through dividend ETFs, avoiding the overvalued S&P 500. Current S&P 500 valuations are historically high, suggesting poor future returns; insider buying is low, indicating a potential downturn ahead. Market leadership is shifting from growth to dividend stocks, particularly in real estate and utilities, which have outperformed since July.

5 Stocks I'm Buying As I Reexamined My Sphere Of Competence

The energy sector had started 2024 on a strong note, however year-to-date performance has slowed down to 4%. MLP & Energy Infrastructure ETF provides investors with broad exposure to MLP companies operating midstream pipeline assets. Energy infrastructure continues to witness positive demand despite a push of green policies and steady rise of renewables.

MLPX: Providing Flowing Opportunities In Energy Infrastructure And Midstream Activity

iShares Global Clean Energy ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Global X Uranium ETF

The energy sector is rapidly evolving, driven by the relentless expansion of energy-hungry data centers and the accelerating adoption of electric vehicles (EVs). These technological advancements fuel an unprecedented surge in energy demand, creating a pressing need for cleaner and more sustainable energy sources.

Spread Your Bets: Winning the AI Race With Energy ETFs

MLPX has seen strong capital gains, outperforming the S&P 500 and benchmark energy ETFs. The fund's dividend growth has been consistent and strong, with a 4.7% dividend yield, and 5.6% SEC yield. MLPX has shown significant total returns, outperforming the S&P 500 and broader energy indexes, albeit with significant volatility.

MLPX: Recent Developments

Alerian Energy Infrastructure ETF

Investors in energy infrastructure ETFs may be drawn to funds with larger asset bases, but it's important to also consider other factors such as cost and returns.  The Global X MLP & Energy Infrastructure ETF (MLPX) and the Alerian Energy Infrastructure ETF (ENFR) are RIC-compliant energy infrastructure ETFs.

Comparing Energy Infrastructure ETFs: MLPX vs ENFR

Avantis International Small Cap Value ETF

Avantis U.S. Small Cap Value ETF

Vanguard Total Bond Market ETF

Angel Oak Income ETF

Capital Group Dividend Value ETF

Pacer US Cash Cows 100 ETF

iShares 7-10 Year Treasury Bond ETF

Janus Henderson AAA CLO ETF

Janus Detroit Street Trust-Janus Henderson B-BBB CLO ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Cohen & Steers Quality Income Realty Fund

Vanguard Small Cap Value ETF

Vanguard Value ETF

Vanguard Total International Stock ETF

Vanguard International High Dividend Yield ETF

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

North American oil and gas infrastructure companies, like pipeline and storage facility owners, are in the catbird seat. It does not matter to these companies what the price of oil and gas is; their profits derive from the volume passing through, not price. OPEC's and Russia's reduction of output make this a perfect time to own these fine North American (mostly U.S.) companies via Global X MLP & Energy Infrastructure ETF.

MLPX: The Energy Handwriting Is On The Wall, Buy Infrastructure

MLPX is close to all-time highs, outperforming energy equities like XLE, while the price of Brent holds under $80 per barrel. MLPX invests in midstream infrastructure entities, offering high yield and diversification benefits, which are often less correlated to the price of WTI versus oil & gas stocks. Despite a concentrated portfolio and weak seasonality ahead, MLPX's technical situation is healthy with potential for new highs, while its P/E multiple is attractive.

MLPX: Outperformance From MLPs Continues, Still An Attractive Valuation

Global X S&P 500 Quality Dividend ETF

Global X MLP & Energy Infrastructure Covered Call ETF

Global X S&P 500 Quality Dividend Covered Call ETF

On Wednesday, Global X expanded its lineup of ETFs with the launch on the NYSE of two new funds. Both the MLP & Energy Infrastructure Covered Call ETF (MLPD) and the S&P 500 Quality Dividend Covered Call ETF (QDCC) use covered call strategies.

Global X Launches Pair of Covered Call ETFs

MLPX and XLE are two of the largest energy ETFs in the market. XLE offers diversified exposure to energy companies, while MLXP focuses on midstream. Both funds have above-average yields and cheap valuations, but differ in several key ways.

MLPX Versus XLE: Which Of These Energy ETFs Is Best?

MLPX is an ETF that focuses on midstream energy infrastructure, offering potential yield and less sensitivity to volatile energy prices. The fund has 25 holdings, including key players in the midstream energy sector such as ONEOK, Cheniere Energy, and Enbridge. MLPX is heavily weighted towards the energy infrastructure sector, making it a potentially safer option for investors looking for exposure to the energy sector.

MLPX: Good Fund For Midstream Exposure

Blackstone Group

JPMorgan Equity Premium Income ETF

Virtus InfraCap U.S. Preferred Stock ETF

Cohen & Steers Infrastructure Fund Inc

Passive income investing could help supercharge your retirement. We discuss why and how to invest to achieve a $100,000 sustainable passive income stream in retirement with just $1.1 million in principal.

A 9%-Yielding Portfolio With Low-Risk Dividends For Sustainable Passive Income

Apollo Senior Floating Rate Fund

Avantis US Large Cap Value ETF

Invesco Senior Loan ETF

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of these follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2024

First Trust North American Energy Infrastructure Fund

Midstream ETFs have had a strong showing in 2023, with the segment poised to outperform the broader energy sector for the year. MLPs/midstream have been strengthened by their defensive qualities, M&A activity, and positive dividend growth this year.

How the 4 Largest Midstream ETFs Performed in 2023

Global X MLP & Energy Infrastructure ETF offers diversified exposure to midstream corporations and MLPs. The MLPX ETF has a good, growing 5.2% dividend yield, comparatively safe midstream holdings, and a cheap price and valuation. An overview of the fund follows.

MLPX: Midstream Energy ETF, Growing 5.2% Yield, Cheap Valuation, Strong Performance

Costco

WisdomTree US Quality Dividend Growth Fund

Lifelong learning and companionship are key elements of a well-lived life, according to Charlie Munger. Munger's investment in Costco demonstrates the value of finding a company with a reliable business model and sticking with it. Diversification should be achieved through low-cost, passive ETFs rather than individual stocks.

Dividend Investing Like Charlie Munger

Kraneshares China Internet And Covered Call Strategy Etf

UBS ETRACS Alerian MLP Infrastructure Index ETN Series B

Amplify Natural Resources Dividend Income ETF

Parametric Equity Premium Income ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Amplify CWP Dividend & Option Income ETF

GraniteShares HIPS US High Income ETF

Simplify Interest Rate Hedge ETF

Cboe Vest 10 Year Interest Rate Hedge Etf

SPDR Portfolio S&P 500 High Dividend ETF

Global X S&P 500 Covered Call ETF

Hiya VettaFi Voices! On Friday we're hosting the Income Strategy Symposium, so keeping in the spirit of that event, I wanted to know: Where you see the best places to find income in the markets today?

VettaFi Voices On: Finding Income

Global X MLP & Energy Infrastructure ETF focuses on midstream MLPs and energy infrastructure companies, providing exposure to the transportation, storage, and processing of energy resources. MLPX has a relatively concentrated portfolio with 27 holdings, including ONEOK, Cheniere Energy, Williams Companies, and Enbridge. MLPX has lagged behind the broader market in the past year but outperformed other energy sector ETFs such as XLE and EMLP. Its performance is heavily dependent on future oil prices.

MLPX: High Yield Potential Amid Market Volatility

FS KKR Capital Corp

Blue Owl Capital Corp

Business Development Companies enjoy tax advantages and pay out big dividend yields. We take a look at the five biggest BDCs.

Passive Income: 7-13% Well-Covered Yields From The 5 Biggest BDCs

InfraCap MLP

Oil prices have been in great shape as OPEC+ supply cuts tighten the market.

MLP ETFs to Buy Now?

News for Global X MLP & Energy Infrastructure ETF ETF (MLPX)