Energy pipelines once again top our annual list of income-producing investments, ranked in order of preference.
| Recent Price | YTD Return | Yield | |
|---|---|---|---|
| Energy Pipelines | |||
| Alerian MLP / AMLP | $37.12 | 22.4% | 8.1% |
| Tortoise Midstream Energy / NTG | 34.01 | 21.4 | 9.1 |
| Williams Cos. / WMB | 32.72 | 32.2 | 5.2 |
| U.S. Dividend Stocks | |||
| Vanguard High Dividend Yield / VYM | $107.45 | -1.2% | 3.0% |
| Schwab U.S. Dividend Equity / SCHD | 74.92 | -4.0 | 3.1 |
| ProShares S&P 500 Dividend Aristocrats / NOBL | 89.58 | -6.9 | 2.0 |
| Foreign Dividend Stocks | |||
| iShares International Select Dividend / IDV | $27.12 | -6.5% | 7.1% |
| Schwab International Dividend Equity / SCHY | 22.32 | -9.8 | 4.7 |
| Real Estate Investment Trusts | |||
| Vanguard Real Estate / VNQ | $81.30 | -27.3% | 3.9% |
| Cohen & Steers Quality Income Realty / RQI | 11.19 | -32.9 | 8.6 |
| Convertible Bonds | |||
| SPDR Bloomberg Convertible Securities / CWB | $63.71 | -21.6% | 1.9% |
| Miller Convertible Bond / MCIFX | 12.20 | -11.0 | 1.0 |
| Advent Convertible & Income / AVK | 10.81 | -35.0 | 13.0 |
| Junk Bonds | |||
| iShares iBoxx HIgh Yield Corporate Bond / HYG | $72.63 | -12.2% | 6.6% |
| Blackrock Corporate High Yield / HYT | 8.43 | -25.3 | 11.1 |
| Nuveen Credit Strategies Income / JQC | 5.02 | -15.4 | 11.4 |
| Municipal Bonds | |||
| Vanguard Intermediate-Term Tax-Exempt / VWITX | $13.36 | -6.9% | 2.6% |
| Nuveen AMT-Free Quality Municipal Income / NEA | 11.01 | -25.7 | 4.9 |
| Pimco High Yield Municipal Bond / PHMIX | 8.19 | -12.8 | 4.7 |
| Preferred Stocks | |||
| iShares Preferred & Income Securities / PFF | $30.35 | -18.7% | 6.1% |
| InfraCap REIT Preferred / PFFR | 16.52 | -24.9 | 7.7 |
| JPMorgan Chase 4.2% / JPM Pr M | 17.39 | -27.7 | 6.1 |
| Telecoms | |||
| AT&T / T | $18.22 | 4.7% | 6.1% |
| Verizon Communications / VZ | 38.81 | -21.2 | 6.7 |
| Cash Alternatives | |||
| iShares Short Treasury Bond / SHV | $109.87 | 0.9% | 4.1% |
| SPDR Bloomberg 1-3 Month T-Bill / BIL | 91.44 | 1.3 | 4.2 |
| Vanguard Ultra-Short-Term Bond / VUBFX | 9.85 | -0.5 | 5.5 |
| Treasuries | |||
| iShares 1-3 Year Treasury Bond / SHY | $81.21 | -3.8% | 4.3% |
| iShares 20+ Year Treasury Bond / TLT | 99.55 | -31.3 | 3.9 |
| iShares TIPS Bond / TIP | 106.32 | -12.3 | 3.9 |
| Electric Utilities | |||
| Utilities Select Sector SPDR / XLU | $70.67 | 1.7% | 3.2% |
| Reaves Utility Income / UTG | 28.53 | -12.5 | 8.0 |
| NextEra Energy / NEE | 83.16 | -9.1 | 2.0 |
Note: data as of Dec. 28
Sources: Bloomberg; company reports
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