Portfolios Archives - Sheaff Briefs

10 Dec

REITs Help Relieve Inflation Fears

According to Nareit.com (the worldwide membership organization for real estate companies), REIT dividends have outpaced inflation as measured by the Consumer Price Index in all but two of the last twenty years. What's more, Nareit authors add, while real estate investment trusts have not proven to be the only inflation hedge, “their comparatively low correlation with other assets also makes them an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns.” To be sure, inflation is [...]

By Sheaff Briefs Editor Perspectives, Portfolios
financial planning, Inflation fears, Inflation hedge, JR Humphreys, nareit.com, Real Estate Investment Trusts, REIT dividends, REITs, REITs vs. Bonds, Sheaff Brock Real Estate Income & Growth portfolio, Sheaff Brock Real Estate portfolio Read more...

Sheaff Brock REIT, 5G, cell phone towers, real estate investing

25 Oct

Real Estate in Recovery Mode Plus

Portfolio Manager JR Humphreys ends every presentation with a reminder that real estate is an asset class that “has everything to offer,” including the potential for both rising dividend yields and capital appreciation. Inflation? Real estate investments serve as a hedge, Humphreys explains—as the cost to replace structures rises, the value of existing buildings goes up. Portfolio Manager JR Humphreys ends every presentation with a reminder that real estate is an asset class that “has everything to offer,” including the [...]

By Sheaff Briefs Editor Perspectives, Portfolios
apartment buildings, current recession, diversification, economic activity, economic recovery, inflation concern, job growth, JR Humphreys, nareit.com, office buildings, pandemic recession, real estate investment, Real Estate Investment Trust, REITs, retail centers, rising interest rates, server farms, Sheaff Brock, Sheaff Brock senior portfolio manager JR Humphreys, U.S. economy, warehouses Read more...

shopping mall as part of REITs portfolios | JR Humphreys explains

28 Apr

REIT Investing in the Wake of the Pandemic

“REITs and real estate owners have played an important role across the country throughout the pandemic,” writes Matthew Bechard, Editor-in-Chief of REIT Magazine, predicting that “REITs and the 516,000 properties they own and operate will play a key role in bringing America back together.” JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth Strategy, definitely agrees. There were certainly areas of real estate which were negatively, even severely, impacted by the pandemic, Humphreys admits, naming: shopping [...]

By Sheaff Briefs Editor Perspectives, Portfolios
apartments, cell towers, data server farms, gaming facilities, industrial warehouses, JR Humphreys, mortgage rates, need for office space, online shopping, REIT dividend yields, REITs, restaurants, rising interest rates, Sheaff Brock Real Estate Income & Growth strategy, Sheaff Brock senior portfolio manager JR Humphreys, shopping malls, Simon Properties, sunbelt states, Treasury yields Read more...

Walking Dogs | Dogs of the Dow Investment Strategy | Sheaff Brock | Bulls of the Dow

09 Jan

A Bullish Approach to “Dogs of the Dow”—Part Two

The well-known “Dogs of the Dow” concept focuses on choosing, out of the 30 stocks that make up the Dow Jones Industrial Average, those ten with the highest dividend yield. Based on investors’ intent to “buy low, sell high,” the guiding principle of “Dogs of the Dow” is that the dividend payout can be used as a measure of the average worth of the company, with a high yield signaling that the company is near the bottom of its [...]

By Sheaff Briefs Editor Perspectives, Portfolios
Bulls of the Dow, dividend yield, Dogs of the Dow, Dow Jones Industrial Average, downside risk, income from dividends, Investopedia, Investopedia.com, long-term investors, Revelation Investment Research, Sheaff Brock Bulls of the Dow, Sheaff Brock Managing Director Dave Gilreath Read more...

Sheaff Brock | Dogs of the Dow Strategy - bulldogs in the office

16 Dec

A Bullish Approach to “Dogs of the Dow”—Part One

Nearly thirty years in use, the term “Dogs of the Dow” is hardly new to investor vocabulary. The concept—out of the 30 stocks that make up the Dow Jones Industrial Average, choose the ten with the highest dividend yield. Dogs of the Dow is based on investors’ intent to “buy low, sell high.” The premise, as Investopedia explains, is that blue chip companies such as those included in the DJIA rarely alter their dividend payouts. The dividend can thus be [...]

By Sheaff Briefs Editor Perspectives, Portfolios
Al Root, Barron's, blue chip, CNBC, DJIA, Dogs of the Dow, Dow Jones Industrial Average, highest dividend yield, Investopedia, Michael B. O’Higgins, S&P500, Sheaff Brock, Sheaff Brock Bulls of the Dow, Sheaff Brock Dave Gilreath, Small Dogs of the Dow, Yun Li Read more...

Taking the elevator down | option overlay for returns | Sheaff Brock

04 Nov

Option Premiums Can Provide Additive Returns During the Elevator Ride

“Stocks often take the elevator down and the stairs up,” Sheaff Brock Managing Director Dave Gilreath comments, referring to the strong rallies following the stagnant markets in 2004–2005, 2011–2012, and 2015–2016. “The stock market often takes a breather before rallying up to a higher plateau,” Gilreath adds. With the Dow Jones “stuck” for the past year-and-a-half, he observes, it’s not unreasonable to anticipate another “stair-climbing” period. In an earlier First Trust Monday Morning Outlook report, Chief Economist Brian S. Wesbury, [...]

By Sheaff Briefs Editor Perspectives, Portfolios
added cash flow, Brian S. Wesbury, cash-flow benefit, DJIA, Dow Jones Industrial Average, equity portfolio, First Trust Monday Morning Outlook, option overlay, option overlay strategy, Sheaff Brock Index Income Overlay, Sheaff Brock Managing Director Dave Gilreath, Sheaff Brock Put Income Overlay, stagnant markets, stock market risk, strong rallies, volatility Read more...

Sheaff Brock Refresher Course on Preferred Stock

27 Sep

Preferred Stock 101+

(Quick Preferred Stock “cheat sheet” coaching session for those “in the know,” but who could use a little reminder before investing): Companies raise capital by either borrowing money or by selling ownership. To accomplish that goal, they issue either debt or equity securities. As an alternative, by issuing preferred stock, a company combines the characteristics of both debt and equity. There are some advantages to a company that issues preferred securities: Issuing preferred stock as opposed to bonds keeps the [...]

By Sheaff Briefs Editor Perspectives, Portfolios
active management, callable preferred stock, convertible preferred stock, cumulative preferred stock, current yield, generate income, investors, noncumulative preferred stock, portfolio diversification, preferred dividends, preferred stock, preserve capital, qualified dividends, Sheaff Brock Preferred Income portfolio, Sheaff Brock senior portfolio manager JR Humphreys, yield to call Read more...

two puppies | the difference between SPX and SPY | Sheaff Brock

06 Aug

SPY and SPX—What’s the Diff and Does the Difference Matter?

In a rather cryptic and historical intro to the subject of options, Yahoo Finance states: “When it comes to the battle of SPY versus SPX, the first may have more volume, but the second has more value.” Size comparison: The SPDR S&P 500 (NYSE symbol SPY) is, in fact, the most widely traded contract on option exchanges. The SPX S&P 500 index options have far lower trading volume, but each contract is ten times the size of a SPY. Underlying security: Underlying the [...]

By Sheaff Briefs Editor Perspectives, Portfolios
actual volatility, ETF, exchange-traded fund, fundamental stock analysis, implied volatility, index options, Investopedia, market index, overlay, put selling, S&P 500 Index, Sheaff Brock, Sheaff Brock Index income Overlay portfolio, SPDR S&P 500, SPX, SPX S&P 500, SPY, stock market risk, technical stock analysis Read more...

Actively Sailing Showing Active Management of Portfolios | Sheaff Brock Investment Advisors

19 Jul

Staying Active with Preferreds

The Sheaff Brock Preferred Income portfolio is an actively managed strategy, and there are reasons why. With the two-part goal of generating income while preserving capital, Senior Portfolio Manager JR Humphreys utilizes both institutional and retail preferred shares. No question as to which side of the ongoing debate about the merits and shortcomings of active vs. passive management is exemplified in the Preferred Income portfolio. So, what is the distinction between active management and a passive approach? Passive investors buy an [...]

By Sheaff Briefs Editor Perspectives, Portfolios
Abbot Downing, active management, Active Versus Passive Investing, active vs. passive management, credit rating, duration, generate income, liquidity, option-adjusted spread, passive management, Preferred Income Portfolio, preferred shares, preserve capital, Sheaff Brock, Sheaff Brock senior portfolio manager JR Humphreys, yield to call Read more...

REIT Investing and the New Tax Law | Sheaff Brock

21 Jun

New Tax Law May Favor REIT Investors

The Tax Cuts and Jobs Act is set to deliver significant tax savings over the next decade, which might well help an already healthy economy, says JR Humphreys, portfolio manager of the Sheaff Brock Real Estate Income & Growth strategy. Here’s why, Humphreys continues: One of the central features of the tax bill is a 20% deduction on pass-through income. By law, REITs must distribute at least 90% of their income. And, since the REITs themselves do not pay tax [...]

By Sheaff Briefs Editor Perspectives, Portfolios
corporate tax rates, distributed income, long-term capital appreciation, managing downside risk, pass-through income, private equity firms, property acquisition, property holdings, Real Estate Investment Trust, REIT, REITs, rising interest rates, Sheaff Brock Real Estate Income & Growth strategy, Sheaff Brock senior portfolio manager JR Humphreys, Tax Cuts and Jobs Act, tax savings Read more...

REITs Help Relieve Inflation Fears

Real Estate in Recovery Mode Plus

REIT Investing in the Wake of the Pandemic

A Bullish Approach to “Dogs of the Dow”—Part Two

A Bullish Approach to “Dogs of the Dow”—Part One

Option Premiums Can Provide Additive Returns During the Elevator Ride

Preferred Stock 101+

SPY and SPX—What’s the Diff and Does the Difference Matter?

Staying Active with Preferreds

New Tax Law May Favor REIT Investors

Sheaff Brock Market Update

Sheaff Brock Market Update

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