neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180 MORE - PowerPoint PPT Presentation

DON'T FEAR THE RISK OF RISING INTEREST RATES - EMBRACE IT. …. AND LEARN HOW TO MAXIMIZE YOUR PORTFOLIO'S DIVIDEND YIELD THE RIGHT WAY. Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180

MORE INCOME, LESS RISK

How?........Work The Reporters

Taking Notes

Know Why You Own Stocks • Top Down • Bottom Up • What Will Go Wrong • Types – Cash Cows – Long Haulers – Nibblers

BONDED With REASONS

Lay Of The Land • Drive For Yield • Energy Commodities Mess • Emerging Nations Transitions (China) • EU, Japan, UK Cauldrons • Fed, ECB, BOJ (Negative Rates +/-) • Bond Market Pivots • US/EU Banking Challenges

#1: The Best Of Global Demand For Bonds • Pimco Strategic Global Government (RCS) 12% Monthly

#2: Real World Corporate Bonds/Preferreds • JMP Group (JMPB) 8.5% • Tele & Data Systems (TDA) 6.0% • Solar Capital (SLRA) 6.9% • Everbank Preferred (EVER) 6.8% • Flaherty & Crumrine Fund (FFC) 9.3%

#3 MUNI MIGHT

What Continues To Work: • Alliance Bernstein Muni Income (AFB) – 6.0% = Taxable Equivalent 9.2% • Blackrock Muni Income Trust II (BLE) – 6.0% = Taxable Equivalent 9.2% • Plus Both On The Cheap…

#4 Collect The Crumbs… Own The Fund Managers

I Like The Funds… …And The Manager • Alliance Bernstein (AB) – Partnership – Distribution Yield 9.0%

Cash In On A Fix For Social Security • AMP Limited (AMLTF) – Superannuation – Distribution Yield 7.0%

While We’re Young………..

Better Than Buffett: Compass Diversified (CODI) 9.0%

#5 Still Banking On These Guys? (I Have Another Idea)

Bank Replacement • Blackrock Capital (BKCC) 9.0%

Bank For What’s Next Hercules Capital (HTGC) 10.0% Technology Clean tech Life Science Special-Opportunity Lower Middle Market

#6 What Lucy Really Wants For Christmas… • Real Estate

What’s Working & Why • WP Carey (WPC) 6.4% • Government Properties Trust (GOV) 11.0% • Independence Realty Trust (IRT) 9.0% • Extra Space Storage (EXR) 3.0% • MFA Financial – Common REIT (MFA) 11.0% – Notes (MFO) 8.0%

#7 Boring, But Pays

Rural Riches

Consolidated Cash: Consolidated Communications (CNSL) 6.0%

More Cash?...Take The Bus! Student Transport (STB) 8.0%

Neil George neil@neilgeorge.com www.neilgeorge.com 01.703.679.7180